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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.3M
3
EECFI
3
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
5
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
151
Diversified Trust
Tennessee
$466K – – –
TCM
152
Teza Capital Management
Illinois
$454K +$454K +18,433 New
II
153
Inspire Investing
Idaho
$449K +$13.6K +552 +3%
CWP
154
CFM Wealth Partners
Texas
$448K – – –
SSA
155
Schonfeld Strategic Advisors
New York
$409K +$409K +16,623 New
CGH
156
Crossmark Global Holdings
Texas
$390K -$12.3K -500 -3%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$389K -$93.6K -3,800 -19%
MOACM
158
Mutual of America Capital Management
New York
$384K +$32.6K +1,324 +9%
PA
159
Profund Advisors
Maryland
$371K +$28K +1,140 +8%
CC
160
Capital Counsel
New York
$369K -$197K -8,000 -35%
SAM
161
Shell Asset Management
Netherlands
$351K +$351K +14,269 New
VRS
162
Virginia Retirement Systems
Virginia
$345K +$345K +14,000 New
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$311K – – –
SEC
164
Seven Eight Capital
New York
$310K +$310K +12,593 New
FRM
165
Fox Run Management
Connecticut
$301K +$301K +12,234 New
AIA
166
Allied Investment Advisors
Montana
$294K -$738 -30 -0.3%
CIP
167
Convergence Investment Partners
Florida
$282K +$282K +11,432 New
CC
168
Cipher Capital
New York
$282K +$282K +11,434 New
TYCC
169
Texas Yale Capital Corp
Florida
$275K – – –
IIM
170
Ironwood Investment Management
Massachusetts
$249K – – –
SG Americas Securities
171
SG Americas Securities
New York
$246K -$1.01M -41,033 -80%
BMC
172
Beaton Management Company
Massachusetts
$246K +$246K +10,000 New
OQS
173
Occudo Quantitative Strategies
Florida
$239K -$140K -5,672 -37%
AIP
174
Ameritas Investment Partners
Nebraska
$229K – – –
QT
175
Quantamental Technologies
New York
$221K +$221K +8,969 New
5 6
7
8 9