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SM Energy

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

8% less capital invested

Capital invested by funds: $4.05B → $3.71B (-$342M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.2M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$49.7M
3 +$42.7M
4
Invesco
Invesco
Georgia
+$40.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$29.3M

Top Sellers

1 -$46.3M
2 -$32.1M
3 -$30.4M
4
Barclays
Barclays
United Kingdom
-$18.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.18M
152
$1.17M
153
$1.17M
154
$1.16M
155
$1.13M
156
$1.12M
157
$1.09M
158
$1.06M
159
$1.04M
160
$1.03M
161
$1.02M
162
$989K
163
$980K
164
$923K
165
$916K
166
$893K
167
$879K
168
$782K
169
$778K
170
$758K
171
$757K
172
$748K
173
$728K
174
$725K
175
$721K