SM Energy
307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.
118% more call options, than puts
Call options by funds: $36.9M | Put options by funds: $16.9M
36% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 36
18% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 101
13% more capital invested
Capital invested by funds: $3.04B → $3.44B (+$399M)
4% more funds holding
Funds holding: 294 → 307 (+13)
2.05% more ownership
Funds ownership: 88.16% → 90.21% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$30.3M |
| 2 |
ACG
Aventail Capital Group
New York
|
+$18.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$15.8M |
| 4 |
PC
PointState Capital
New York
|
+$15.4M |
| 5 |
SCM
SIR Capital Management
New York
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PDIP
Palo Duro Investment Partners
Chicago,
Illinois
|
-$23.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19.9M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$17.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.8M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$16.1M |
SM Hedge Fund Activity: Q2 2023 in Review
307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.
The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.
- 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
- Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
- 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
- The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
- The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2023.