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SM Energy
SM

Overview Fund Activity

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$678M
2
ACG
2
Aventail Capital Group
New York
$21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.6M
4
PC
4
PointState Capital
New York
$17.2M
5
SCM
5
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
1
Palo Duro Investment Partners
Illinois
$0
2
Invesco
2
Invesco
Georgia
$37.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$1.25M +$315K +9,947 +34%
IWS
152
Insight Wealth Strategies
California
$1.24M +$16.4K +518 +1%
TWA
153
TCI Wealth Advisors
Arizona
$1.24M – – –
RA
154
Royce & Associates
New York
$1.23M -$467K -14,760 -28%
NICM
155
Neo Ivy Capital Management
New York
$1.19M +$1.19M +37,662 New
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$1.19M -$60.4K -1,910 -5%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$1.18M -$6.51M -205,845 -85%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$1.17M -$149K -4,689 -11%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$1.14M +$259K +8,200 +29%
EP
160
Edgestream Partners
New Jersey
$1.14M +$1.14M +36,069 New
WPW
161
Waldron Private Wealth
Pennsylvania
$1.13M -$66.3K -2,097 -6%
IIM
162
Ironwood Investment Management
Massachusetts
$1.08M +$1.08M +34,190 New
State Board of Administration of Florida Retirement System
163
State Board of Administration of Florida Retirement System
Florida
$1.08M -$234K -7,400 -18%
ASRS
164
Arizona State Retirement System
Arizona
$1.07M -$54.7K -1,729 -5%
API
165
Advisor Partners II
California
$1.02M +$763K +24,136 +299%
GC
166
Globeflex Capital
California
$998K -$280K -8,843 -22%
GC
167
Guggenheim Capital
Illinois
$968K -$230K -7,282 -19%
SEI Investments
168
SEI Investments
Pennsylvania
$913K -$1.16M -36,536 -56%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$904K -$190K -6,000 -17%
SO
170
STRS Ohio
Ohio
$898K -$114K -3,600 -11%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$813K +$89.3K +2,823 +12%
ETC
172
Exchange Traded Concepts
Oklahoma
$792K – – –
MOACM
173
Mutual of America Capital Management
New York
$745K -$3.79M -119,768 -84%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$728K +$335K +10,591 +85%
GCP
175
GSA Capital Partners
United Kingdom
$728K -$45.6K -1,440 -6%
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7
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