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SM Energy
SM

179 hedge funds and large institutions have $531M invested in SM Energy in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more capital invested

Capital invested by funds: $121M → $531M (+$410M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

56% more call options, than puts

Call options by funds: $9.27M | Put options by funds: $5.94M

8% more funds holding

Funds holding: 166 → 179 (+13)

6.8% more ownership

Funds ownership: 68.94% → 75.73% (+6.8%)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
56
Reduced
54
Closed
24
Calls
$9.27M
Puts
$5.94M
Net Calls
+$3.34M
Net Calls Change
+$4.44M

Top Buyers

Rank Fund Capital Flow
1
MRCP
Maple Rock Capital Partners
Ontario, Canada
+$8.05M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.01M
3
State Street
State Street
Massachusetts
+$5.99M
4
SPC
Slate Path Capital
New York
+$5.29M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
EECFI
EnCap Energy Capital Fund IX
Texas
-$12.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.34M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.2M
4
Millennium Management
Millennium Management
New York
-$3.1M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Profund Advisors
Maryland
$64K +$35.3K +10,469 New
IIM
152
Ironwood Investment Management
Massachusetts
$62K -$3.81K -1,129 -10%
AIP
153
Ameritas Investment Partners
Nebraska
$61K – – –
AB
154
Amalgamated Bank
New York
$61K +$33.8K +10,012 New
LF
155
Lee Financial
Texas
$49K – – –
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$46K -$23.5K -6,978 -48%
Walleye Trading
157
Walleye Trading
New York
$46K +$17.9K +5,301 +247%
FCM
158
Firestone Capital Management
Florida
$28K +$34 +10 +0.2%
VCG
159
Vantage Consulting Group
Virginia
$12K +$6.83K +2,027 New
Osaic Holdings
160
Osaic Holdings
Arizona
$9K -$2.63K -781 -35%
BC
161
Bartlett & Co
Ohio
$9K – – –
BCWM
162
Bartlett & Co Wealth Management
Ohio
$8.57K – – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$8K -$24.9K -7,391 -85%
S
164
SignatureFD
Georgia
$6K – – –
GWM
165
Geneos Wealth Management
Colorado
$6K +$1.13K +335 New
VCM
166
Versant Capital Management
Arizona
$6K +$3.04K +901 +498%
FTDI
167
First Trust Direct Indexing
Massachusetts
$4K +$2.26K +670 New
CFB
168
Cullen/Frost Bankers
Texas
$3K – – –
RWML
169
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.74K – – –
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1K – – –
MAM
171
Meeder Asset Management
Ohio
$1K – – –
PCG
172
Private Capital Group
Connecticut
$1K – – –
CFN
173
Cordasco Financial Network
Florida
$1K +$337 +100 New
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$1K +$442 +131 New
FPS
175
Fieldpoint Private Securities
Connecticut
$1K +$455 +135 New
4 5 6
7
8

SM Hedge Fund Activity: Q4 2020 in Review

179 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2020, worth a combined $531M — up 338% from $121M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SM positions and 24 closed out — a net gain of 14 holders — while 56 added to existing stakes and 54 trimmed.

The largest buyer was Maple Rock Capital Partners, adding an estimated $8.05M. The largest seller was EnCap Energy Capital Fund IX, cutting an estimated $12.7M.

  • 179 institutional investors held SM Energy (SM) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $531M of SM Energy stock for Q4 2020, up 338% quarter-over-quarter.
  • 38 funds opened new SM Energy positions in Q4 2020 and 24 closed out, a net change of +14 holders.
  • The largest SM Energy buyer in Q4 2020 was Maple Rock Capital Partners, an estimated $8.05M added.
  • The largest SM Energy seller in Q4 2020 was EnCap Energy Capital Fund IX, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2020.