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SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$58M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$62.9M
5
BlackRock
5
BlackRock
New York
$514M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
151
Diversified Trust
Tennessee
$575K +$75.7K +2,872 +15%
FHB
152
First Hawaiian Bank
Hawaii
$554K +$554K +21,000 New
RHBC
153
R.H. Bluestein & Co
Michigan
$504K -$52.8K -2,000 -9%
ProShare Advisors
154
ProShare Advisors
Maryland
$490K -$389K -14,749 -44%
CWP
155
CFM Wealth Partners
Texas
$480K – – –
SEI Investments
156
SEI Investments
Pennsylvania
$476K -$743K -28,127 -61%
TI
157
Trexquant Investment
Connecticut
$442K +$442K +16,771 New
MOACM
158
Mutual of America Capital Management
New York
$426K +$15.5K +590 +4%
CGH
159
Crossmark Global Holdings
Texas
$416K -$1.85K -70 -0.4%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$409K -$117K -4,421 -22%
CC
161
Centiva Capital
New York
$401K +$401K +15,233 New
Creative Planning
162
Creative Planning
Kansas
$399K -$1.07M -40,460 -73%
BBVA
163
Banco Bilbao Vizcaya Argentaria
Spain
$396K -$232K -8,800 -37%
CC
164
Capital Counsel
New York
$396K – – –
Natixis Advisors
165
Natixis Advisors
Massachusetts
$389K +$389K +14,752 New
SO
166
STRS Ohio
Ohio
$379K +$166K +6,300 +78%
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$372K -$218K -8,264 -37%
SAM
168
Shell Asset Management
Netherlands
$361K -$15.6K -590 -4%
RJA
169
Raymond James & Associates
Florida
$355K -$190K -7,187 -35%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$353K -$63.2K -2,400 -15%
LPL Financial
171
LPL Financial
California
$351K +$351K +13,300 New
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$349K +$16.1K +609 +5%
PA
173
Profund Advisors
Maryland
$342K -$57.4K -2,174 -14%
HIS
174
Harvest Investment Services
Illinois
$341K +$341K +12,954 New
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$332K +$332K +12,592 New
5 6
7
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