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SM Energy

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

8% less capital invested

Capital invested by funds: $4.05B → $3.71B (-$342M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.2M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$49.7M
3 +$42.7M
4
Invesco
Invesco
Georgia
+$40.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$29.3M

Top Sellers

1 -$46.3M
2 -$32.1M
3 -$30.4M
4
Barclays
Barclays
United Kingdom
-$18.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2M
127
$1.99M
128
$1.94M
129
$1.92M
130
$1.8M
131
$1.72M
132
$1.69M
133
$1.68M
134
$1.6M
135
$1.59M
136
$1.49M
137
$1.48M
138
$1.42M
139
$1.41M
140
$1.41M
141
$1.37M
142
$1.37M
143
$1.35M
144
$1.34M
145
$1.32M
146
$1.32M
147
$1.31M
148
$1.28M
149
$1.22M
150
$1.2M