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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
151
Lee Financial
Texas
$131K – – –
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$122K – – –
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$94K +$92.4K +5,670 +5,670%
CG
154
Cutler Group
California
$64K +$64K +3,950 New
MAM
155
Meeder Asset Management
Ohio
$56K +$52.3K +3,265 +1,401%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$53K +$31.5K +1,952 +146%
WCM
157
Wealthcare Capital Management
Virginia
$49K +$49K +3,008 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$47K +$47K +2,914 New
FCM
159
Firestone Capital Management
Florida
$33K -$43.5K -2,635 -57%
SWA
160
Sutton Wealth Advisors
Florida
$28.1K +$28.1K +1,717 New
Osaic Holdings
161
Osaic Holdings
Arizona
$27K +$1.71K +99 +7%
BC
162
Bartlett & Co
Ohio
$23K – – –
BCWM
163
Bartlett & Co Wealth Management
Ohio
$22.9K – – –
VCM
164
Versant Capital Management
Arizona
$15K -$3.07K -184 -17%
CFB
165
Cullen/Frost Bankers
Texas
$8K – – –
NFSG
166
Newbridge Financial Services Group
Florida
$8K +$8K +466 New
GWM
167
Geneos Wealth Management
Colorado
$5K – – –
GWS
168
Glassman Wealth Services
Virginia
$5K +$5K +300 New
SFS
169
Sowell Financial Services
Arkansas
$3K +$3K +152 New
BCA
170
Berman Capital Advisors
Georgia
$3K +$3K +190 New
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$2.51K -$1.94K -118,400 -44%
CFN
172
Cordasco Financial Network
Florida
$2K – – –
AIG
173
American International Group
New York
$1.23K -$13 -779 -1%
FPS
174
Fieldpoint Private Securities
Connecticut
$1K -$500 -45 -33%
PCG
175
Private Capital Group
Connecticut
$1K – – –
5 6
7
8 9