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SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TwinBeech Capital
New York
$1.31M +$1.31M +34,865 New
AIM
152
Aigen Investment Management
New York
$1.31M +$29.5K +784 +2%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M +$1.31M +34,815 New
Jane Street
154
Jane Street
New York
$1.26M -$191K -5,072 -13%
FNBOO
155
First National Bank of Omaha
Nebraska
$1.25M +$1.25M +33,141 New
ASRS
156
Arizona State Retirement System
Arizona
$1.25M +$3.42K +91 +0.3%
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$1.24M – – –
AI
158
Atom Investors
Texas
$1.2M +$1.2M +31,905 New
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
$1.16M +$1.04M +27,600 +890%
CIP
160
Chartwell Investment Partners
Pennsylvania
$1.15M +$344K +9,155 +43%
AIA
161
Affinity Investment Advisors
California
$1.08M -$126K -3,350 -10%
IWS
162
Insight Wealth Strategies
California
$1.02M – – –
Jacobs Levy Equity Management
163
Jacobs Levy Equity Management
New Jersey
$1M -$15.4K -409 -2%
GC
164
Guggenheim Capital
Illinois
$937K -$226K -6,000 -19%
MOACM
165
Mutual of America Capital Management
New York
$917K +$147K +3,921 +19%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$869K +$71.8K +1,909 +9%
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$854K -$288K -7,671 -25%
AWS
168
AJ Wealth Strategies
New York
$833K – – –
Cerity Partners
169
Cerity Partners
New York
$827K -$34.1K -907 -4%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$826K +$33K +879 +4%
TI
171
Trexquant Investment
Connecticut
$809K +$809K +21,517 New
PRC
172
Pearl River Capital
Michigan
$800K +$800K +21,268 New
MPAM
173
Monarch Partners Asset Management
Massachusetts
$763K -$986K -26,224 -56%
CIC
174
Cornercap Investment Counsel
Georgia
$756K -$227K -6,030 -23%
CAM
175
ClariVest Asset Management
California
$734K +$412K +10,943 +128%
5 6
7
8 9