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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
126
Cerity Partners
New York
$364K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$354K -$617K -37,706 -64%
RHBC
128
R.H. Bluestein & Co
Michigan
$345K – – –
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$321K +$321K +19,600 New
SM
130
Sciencast Management
New Jersey
$319K +$319K +18,763 New
AC
131
Athanor Capital
New York
$316K +$316K +19,285 New
DT
132
Diversified Trust
Tennessee
$310K -$27.2K -1,659 -8%
CWP
133
CFM Wealth Partners
Texas
$298K – – –
II
134
Inspire Investing
Idaho
$289K -$245K -14,948 -46%
Jane Street
135
Jane Street
New York
$285K -$836K -51,138 -75%
CGH
136
Crossmark Global Holdings
Texas
$267K -$117K -7,170 -30%
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$254K +$254K +15,542 New
OQS
138
Occudo Quantitative Strategies
Florida
$252K -$385K -23,520 -60%
Victory Capital Management
139
Victory Capital Management
Texas
$241K -$13.4K -820 -5%
MOACM
140
Mutual of America Capital Management
New York
$233K +$14.7K +901 +7%
PA
141
Profund Advisors
Maryland
$229K +$57.6K +3,517 +34%
PHK
142
Point72 Hong Kong
Hong Kong
$210K +$31K +1,891 +17%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$207K -$25.8K -1,571 -11%
AIA
144
Allied Investment Advisors
Montana
$196K – – –
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$185K -$139K -8,500 -43%
TYCC
146
Texas Yale Capital Corp
Florida
$183K – – –
IIM
147
Ironwood Investment Management
Massachusetts
$166K – – –
SWA
148
SFMG Wealth Advisors
Texas
$164K -$328K -20,000 -67%
EI
149
Ellevest Inc
New York
$162K -$10.9K -670 -6%
AIP
150
Ameritas Investment Partners
Nebraska
$152K -$9.86K -602 -6%
4 5
6
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