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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$2M +$135K +3,960 +7%
HIS
127
Harvest Investment Services
Illinois
$1.99M +$411K +12,031 +26%
PCM
128
Prelude Capital Management
New York
$1.94M +$1.94M +2,001,257 New
Victory Capital Management
129
Victory Capital Management
Texas
$1.92M +$346K +10,108 +22%
KPW
130
Kore Private Wealth
New York
$1.8M -$80.2K -2,346 -4%
US Bancorp
131
US Bancorp
Minnesota
$1.72M -$11K -322 -0.6%
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$1.69M +$22.9K +671 +1%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.68M -$7.45K -218 -0.4%
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$1.6M -$3.35M -97,950 -68%
MPAM
135
Monarch Partners Asset Management
Massachusetts
$1.59M +$1.59M +46,521 New
EGM
136
Engineers Gate Manager
New York
$1.49M +$643K +18,790 +76%
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$1.48M – – –
Creative Planning
138
Creative Planning
Kansas
$1.42M +$82K +2,398 +6%
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$1.41M -$2.25M -65,975 -61%
Calamos Advisors
140
Calamos Advisors
Illinois
$1.41M +$1.41M +41,202 New
HF
141
HRT Financial
New York
$1.37M +$1.37M +39,997 New
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$205K -5,989 -13%
SO
143
STRS Ohio
Ohio
$1.35M +$304K +8,900 +29%
TWA
144
TCI Wealth Advisors
Arizona
$1.34M – – –
BCM
145
Beck Capital Management
Texas
$1.33M +$1.33M +38,767 New
Verition Fund Management
146
Verition Fund Management
Connecticut
$1.32M +$1.05M +30,766 +397%
Jane Street
147
Jane Street
New York
$1.31M +$474K +13,868 +56%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$1.29M +$1.29M +37,587 New
JCIA
149
Jackson Creek Investment Advisors
Colorado
$1.22M -$99.5K -2,409 -8%
WPW
150
Waldron Private Wealth
Pennsylvania
$1.2M +$92.3K +2,701 +8%
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