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SM Energy
SM

Overview Fund Activity

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.5M
2
Millennium Management
Millennium Management
New York
+$24.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.1M
4
Walleye Capital
Walleye Capital
New York
+$11.8M
5
FCM
Frontier Capital Management
Massachusetts
+$10.8M

Top Sellers

1
AR
Advisory Research
Illinois
-$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44M
3
Invesco
Invesco
Georgia
-$41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$28.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$1.59M -$95.7K -3,400 -6%
PI
127
Putnam Investments
Massachusetts
$1.53M -$5.96M -211,713 -80%
RA
128
Royce & Associates
New York
$1.51M +$770K +27,332 +104%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$1.49M -$33.6K -1,194 -2%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$1.47M +$152K +5,382 +11%
QC
131
Quadrature Capital
United Kingdom
$1.46M +$1.46M +51,815 New
FNBOO
132
First National Bank of Omaha
Nebraska
$1.44M +$313K +11,125 +28%
Creative Planning
133
Creative Planning
Kansas
$1.4M -$402K -14,276 -22%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$1.4M -$158K -5,604 -10%
MSRPS
135
Maryland State Retirement & Pension System
Maryland
$1.39M -$34.7K -1,233 -2%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38M +$6.98K +248 +0.5%
Truist Financial
137
Truist Financial
North Carolina
$1.32M -$647K -22,974 -33%
EI
138
Ethic Inc
New York
$1.28M +$697K +24,759 +119%
TI
139
Tidal Investments
Wisconsin
$1.28M +$1.28M +45,565 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$1.24M -$2.03M -67,915 -62%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$1.17M – – –
GC
142
Globeflex Capital
California
$1.14M – – –
Schroder Investment Management Group
143
Schroder Investment Management Group
United Kingdom
$1.13M +$1.13M +40,233 New
ECM
144
ExodusPoint Capital Management
New York
$1.13M +$339K +12,039 +43%
YIH
145
Y-Intercept (HK)
Hong Kong
$1.12M +$681K +24,182 +156%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.11M -$38K -1,348 -3%
TWA
147
TCI Wealth Advisors
Arizona
$1.1M – – –
IWS
148
Insight Wealth Strategies
California
$1.09M +$65.2K +2,315 +6%
GC
149
Guggenheim Capital
Illinois
$1.07M +$117K +4,144 +12%
WPW
150
Waldron Private Wealth
Pennsylvania
$1.07M +$8.93K +317 +0.8%
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