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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Martingale Asset Management
Massachusetts
$1.18M -$366K -10,712 -24%
Franklin Resources
152
Franklin Resources
California
$1.17M -$422K -12,331 -26%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$1.17M +$1.17M +33,100 New
AIM
154
Aigen Investment Management
New York
$1.16M +$1.16M +34,033 New
ASRS
155
Arizona State Retirement System
Arizona
$1.13M +$62.6K +1,831 +6%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$1.12M +$761K +22,249 +213%
AIA
157
Affinity Investment Advisors
California
$1.09M -$42.4K -1,240 -4%
GC
158
Guggenheim Capital
Illinois
$1.06M +$71.7K +2,098 +7%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$1.04M +$1.04M +30,386 New
HSBC Holdings
160
HSBC Holdings
United Kingdom
$1.03M -$2.87M -82,808 -74%
IWS
161
Insight Wealth Strategies
California
$1.02M +$1.02M +29,950 New
DTL
162
Dynamic Technology Lab
Singapore
$989K -$50.2K -1,470 -5%
GC
163
Globeflex Capital
California
$980K +$667K +19,490 +213%
Jacobs Levy Equity Management
164
Jacobs Levy Equity Management
New Jersey
$923K -$1.26M -36,711 -58%
AG
165
Algert Global
California
$916K -$705K -20,615 -43%
CIC
166
Cornercap Investment Counsel
Georgia
$893K – – –
TD Asset Management
167
TD Asset Management
Ontario, Canada
$879K +$879K +25,700 New
Cerity Partners
168
Cerity Partners
New York
$782K +$13.8K +405 +2%
SG Americas Securities
169
SG Americas Securities
New York
$778K +$68.9K +2,016 +10%
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
$758K -$1.09K -32 -0.1%
AWS
171
AJ Wealth Strategies
New York
$757K +$205 +6 +0%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$748K -$384K -11,236 -34%
CIP
173
Chartwell Investment Partners
Pennsylvania
$728K +$728K +21,299 New
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$725K +$416K +12,149 +134%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$721K +$24K +701 +3%
5 6
7
8 9