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SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
Millennium Management
New York
$48.5M
3
State Street
State Street
Massachusetts
$233M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
Aventail Capital Group
New York
$0
2
ECA
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
First Trust Advisors
Illinois
$31.8M
4
GLA
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$1.36M – – –
First Eagle Investment Management
152
First Eagle Investment Management
New York
$1.35M -$313K -8,980 -19%
VCA
153
Verdence Capital Advisors
Maryland
$1.32M +$936K +26,877 +245%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M +$97.1K +2,788 +8%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$1.31M +$237K +6,800 +22%
IWS
156
Insight Wealth Strategies
California
$1.26M +$221K +6,335 +21%
E
157
Ergoteles
New York
$1.24M +$1.24M +35,643 New
ASRS
158
Arizona State Retirement System
Arizona
$1.2M +$51.4K +1,477 +4%
GC
159
Guggenheim Capital
Illinois
$1.18M +$308K +8,830 +35%
Franklin Resources
160
Franklin Resources
California
$1.15M -$79.8K -2,292 -7%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$1.13M – – –
QC
162
Quantedge Capital
Singapore
$1.13M -$2.66M -76,300 -70%
CIP
163
Chartwell Investment Partners
Pennsylvania
$1.1M +$38.8K +1,115 +4%
SO
164
STRS Ohio
Ohio
$1.08M -$153K -4,400 -12%
EGM
165
Engineers Gate Manager
New York
$989K -$284K -8,140 -22%
ECM
166
ExodusPoint Capital Management
New York
$981K -$1.66M -47,774 -63%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$972K -$630K -18,100 -39%
AIA
168
Affinity Investment Advisors
California
$955K -$43.4K -1,245 -4%
VRS
169
Virginia Retirement Systems
Virginia
$951K -$286K -8,200 -23%
Jacobs Levy Equity Management
170
Jacobs Levy Equity Management
New Jersey
$926K – – –
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$921K -$4.94M -141,775 -84%
RA
172
Royce & Associates
New York
$917K +$565K +16,226 +161%
Calamos Advisors
173
Calamos Advisors
Illinois
$916K -$1.88M -53,872 -67%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$901K +$901K +25,864 New
DM
175
Delphi Management
Massachusetts
$900K +$900K +25,827 New
5 6
7
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