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SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
Millennium Management
New York
$58M
2
Vanguard Group
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
Charles Schwab
California
$62.9M
5
BlackRock
BlackRock
New York
$514M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
126
Victory Capital Management
Texas
$1.11M +$393K +14,898 +55%
GC
127
Guggenheim Capital
Illinois
$1.05M -$1.01M -38,471 -49%
TWA
128
TCI Wealth Advisors
Arizona
$1.03M – – –
WHG
129
Westwood Holdings Group
Texas
$1.03M +$1.03M +39,080 New
AIA
130
Affinity Investment Advisors
California
$1M +$1M +37,939 New
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$967K -$1.95M -73,889 -67%
Axa
132
Axa
France
$947K -$50.1K -1,900 -5%
DCM
133
Dupont Capital Management
Delaware
$944K +$221K +8,372 +31%
WSFS
134
Wilmington Savings Fund Society
Delaware
$938K – – –
Jacobs Levy Equity Management
135
Jacobs Levy Equity Management
New Jersey
$923K -$2.78M -105,429 -75%
SCA
136
Sippican Capital Advisors
Massachusetts
$880K -$63.3K -2,400 -7%
AWS
137
AJ Wealth Strategies
New York
$867K – – –
WPW
138
Waldron Private Wealth
Pennsylvania
$852K – – –
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$827K – – –
ASRS
140
Arizona State Retirement System
Arizona
$804K +$22.5K +852 +3%
ECM
141
ExodusPoint Capital Management
New York
$792K -$501K -18,997 -39%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$776K – – –
B
143
Bailard
California
$754K – – –
TRCT
144
Tower Research Capital (TRC)
New York
$746K +$613K +23,239 +462%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$724K -$511K -19,344 -41%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$723K -$4.2M -160,369 -85%
Federated Hermes
147
Federated Hermes
Pennsylvania
$701K +$701K +26,580 New
Capital Fund Management (CFM)
148
Capital Fund Management (CFM)
France
$614K -$1.27M -48,094 -67%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$610K -$19.3K -730 -3%
Cerity Partners
150
Cerity Partners
New York
$587K +$554 +21 +0.1%
4 5
6
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