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SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
BlackRock
New York
$763M
5
FCM
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$28.4M
2
Ameriprise
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$2.06M +$1.61M +42,794 +362%
Victory Capital Management
127
Victory Capital Management
Texas
$2.04M -$71.1K -1,890 -3%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$2.04M +$623K +16,561 +44%
Allianz Asset Management
129
Allianz Asset Management
Germany
$1.97M -$8.17M -217,048 -81%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$1.83M +$602K +16,008 +49%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.82M -$30.4K -807 -2%
KPW
132
Kore Private Wealth
New York
$1.81M -$170K -4,529 -9%
US Bancorp
133
US Bancorp
Minnesota
$1.8M -$98K -2,605 -5%
First Eagle Investment Management
134
First Eagle Investment Management
New York
$1.79M -$581K -15,462 -25%
Creative Planning
135
Creative Planning
Kansas
$1.76M +$191K +5,091 +12%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$1.74M +$767K +20,300 +79%
Twin Tree Management
137
Twin Tree Management
Texas
$1.71M -$2.44M -64,839 -59%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$1.67M +$837K +22,264 +100%
GC
139
Globeflex Capital
California
$1.62M +$544K +14,462 +50%
EP
140
Edgestream Partners
New Jersey
$1.62M -$7M -186,226 -81%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$1.59M -$39.2K -1,042 -2%
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$1.57M +$16.8K +447 +1%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$1.53M +$27.6K +734 +2%
TWA
144
TCI Wealth Advisors
Arizona
$1.47M – – –
WPW
145
Waldron Private Wealth
Pennsylvania
$1.41M +$93.4K +2,484 +7%
BCM
146
Beck Capital Management
Texas
$1.38M -$76.1K -2,024 -5%
EGM
147
Engineers Gate Manager
New York
$1.37M -$262K -6,973 -16%
VRS
148
Virginia Retirement Systems
Virginia
$1.34M +$1.34M +35,500 New
SO
149
STRS Ohio
Ohio
$1.33M -$162K -4,300 -11%
Franklin Resources
150
Franklin Resources
California
$1.32M +$32.7K +869 +3%
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