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SM Energy
SM

Overview Fund Activity

300 hedge funds and large institutions have $4.05B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+40
Holders Change %
+15.38%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
63
Increased
98
Reduced
105
Closed
21
Calls
$105M
Puts
$30.6M
Net Calls
+$74.8M
Net Calls Change
+$36.8M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$53.9M
2
Invesco
Invesco
Georgia
$86.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$46.1M
4
Marshall Wace
Marshall Wace
United Kingdom
$35.5M
5
Goldman Sachs
Goldman Sachs
New York
$127M

Top Sellers

1
JIM
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
Millennium Management
New York
$56.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
126
Tudor Investment Corp
Connecticut
$1.94M +$971K +24,924 +101%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.92M -$435K -11,176 -18%
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$1.9M +$11.1K +284 +0.6%
AG
129
Algert Global
California
$1.85M +$1.12M +28,733 +154%
Franklin Resources
130
Franklin Resources
California
$1.82M -$76.6K -1,967 -4%
HIS
131
Harvest Investment Services
Illinois
$1.8M +$321K +8,253 +22%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$1.79M -$27.3K -700 -2%
MAM
133
Martingale Asset Management
Massachusetts
$1.76M +$306K +7,858 +21%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.69M -$182K -4,668 -10%
Victory Capital Management
135
Victory Capital Management
Texas
$1.64M +$371K +10,436 +29%
WAM
136
Wolverine Asset Management
Illinois
$1.58M -$721K -18,500 -31%
Creative Planning
137
Creative Planning
Kansas
$1.53M +$700K +17,979 +85%
Truist Financial
138
Truist Financial
North Carolina
$1.52M -$249K -6,393 -14%
TWA
139
TCI Wealth Advisors
Arizona
$1.52M – – –
VCM
140
Virtue Capital Management
Tennessee
$1.45M -$68.8K -1,767 -5%
BF
141
BOK Financial
Oklahoma
$1.33M +$1.33M +34,100 New
AIA
142
Affinity Investment Advisors
California
$1.3M – – –
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$1.29M -$2.25M -57,799 -64%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$1.28M – – –
WPW
145
Waldron Private Wealth
Pennsylvania
$1.26M +$1.75K +45 +0.1%
JCIA
146
Jackson Creek Investment Advisors
Colorado
$1.24M +$25.9K +666 +2%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$1.23M +$1.23M +31,470 New
NIPH
148
NN Investment Partners Holdings
Netherlands
$1.22M -$576K -14,800 -32%
ASRS
149
Arizona State Retirement System
Arizona
$1.22M +$7.75K +199 +0.6%
SO
150
STRS Ohio
Ohio
$1.2M +$38.9K +1,000 +3%
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