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SM Energy
SM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
BlackRock
New York
$678M
2
ACG
Aventail Capital Group
New York
$21M
3
Citadel Advisors
Citadel Advisors
Florida
$23.6M
4
PC
PointState Capital
New York
$17.2M
5
SCM
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
$0
2
Invesco
Invesco
Georgia
$37.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
126
American International Group
New York
$2.04M -$54.1K -1,709 -3%
N
127
Numerai
California
$2.03M -$734K -23,192 -27%
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$2M +$193K +6,100 +11%
MIM
129
MetLife Investment Management
New Jersey
$2M -$27.6K -871 -1%
FNBOO
130
First National Bank of Omaha
Nebraska
$1.97M +$352K +11,134 +22%
Creative Planning
131
Creative Planning
Kansas
$1.89M +$317K +10,024 +20%
US Bancorp
132
US Bancorp
Minnesota
$1.86M +$75.9K +2,401 +4%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$1.84M -$2.5K -79 -0.1%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$1.83M -$196K -6,187 -10%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$1.67M – – –
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M -$11.4K -360 -0.7%
AB
137
Amalgamated Bank
New York
$1.53M -$249K -7,876 -14%
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$1.49M -$79K -2,497 -5%
Truist Financial
139
Truist Financial
North Carolina
$1.47M -$14.8K -469 -1%
SWM
140
Sendero Wealth Management
Texas
$1.46M +$1.46M +46,008 New
BCI
141
Brinker Capital Investments
Pennsylvania
$1.43M +$410K +12,963 +40%
OPS
142
Orion Portfolio Solutions
Nebraska
$1.43M +$410K +12,963 +40%
EI
143
Ellevest Inc
New York
$1.42M +$455K +14,385 +47%
TI
144
Tidal Investments
Wisconsin
$1.38M -$57.2K -1,808 -4%
CAM
145
Cresset Asset Management
Illinois
$1.32M +$1.32M +41,827 New
AWM
146
Adams Wealth Management
Utah
$1.32M +$153K +4,845 +13%
PI
147
PEAK6 Investments
Illinois
$1.31M +$1.06M +33,611 +430%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.3M -$279K -8,828 -18%
CCM
149
Cobalt Capital Management
New Jersey
$1.27M +$1.27M +40,000 New
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M +$68.1K +2,153 +6%
4 5
6
7 8