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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
BlackRock
New York
$500M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
Deutsche Bank
Germany
$14.3M
3
EECFI
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$1.03M +$991K +40,218 +2,575%
TWA
127
TCI Wealth Advisors
Arizona
$962K – – –
CM
128
CoreCommodity Management
Connecticut
$934K +$934K +37,909 New
Axa
129
Axa
France
$931K +$931K +37,800 New
SCA
130
Sippican Capital Advisors
Massachusetts
$881K -$37K -1,500 -4%
WSFS
131
Wilmington Savings Fund Society
Delaware
$876K -$162K -6,595 -16%
Squarepoint
132
Squarepoint
New York
$853K +$853K +34,646 New
QT
133
Quantbot Technologies
New York
$837K +$837K +34,023 New
ProShare Advisors
134
ProShare Advisors
Maryland
$820K -$9.65K -392 -1%
AWS
135
AJ Wealth Strategies
New York
$810K +$468 +19 +0.1%
WPW
136
Waldron Private Wealth
Pennsylvania
$795K – – –
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$772K +$49.3K +2,003 +7%
ASRS
138
Arizona State Retirement System
Arizona
$730K +$730K +29,631 New
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$724K – – –
B
140
Bailard
California
$704K -$286K -11,600 -29%
DCM
141
Dupont Capital Management
Delaware
$675K +$675K +27,411 New
Victory Capital Management
142
Victory Capital Management
Texas
$668K +$305K +12,383 +84%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$588K +$588K +23,854 New
BBVA
144
Banco Bilbao Vizcaya Argentaria
Spain
$586K -$566K -23,000 -49%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$551K +$551K +22,351 New
Cerity Partners
146
Cerity Partners
New York
$547K – – –
AIM
147
Aigen Investment Management
New York
$544K +$544K +22,075 New
RHBC
148
R.H. Bluestein & Co
Michigan
$520K – – –
RJA
149
Raymond James & Associates
Florida
$508K +$508K +20,645 New
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$491K -$97.5K -3,960 -17%
4 5
6
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