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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
Baystate Wealth Management
Massachusetts
$1K – – –
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +60 New
LC
178
Lindbrook Capital
California
$1K +$1K +70 New
WC
179
Wexford Capital
Florida
– -$2.99M -488,767 Closed
CC
180
Carlson Capital
Texas
– -$2.45M -400,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
181
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.56M -255,356 Closed
SCS
182
Syquant Capital SAS
France
– -$1.53M -250,000 Closed
JCM
183
JS Capital Management
New York
– -$723K -118,200 Closed
Parallax Volatility Advisers
184
Parallax Volatility Advisers
California
– -$649K -106,042 Closed
Schroder Investment Management Group
185
Schroder Investment Management Group
United Kingdom
– -$560K -91,539 Closed
IIA
186
IPG Investment Advisors
California
– -$551K -90,000 Closed
MWNA
187
Marshall Wace North America
New York
– -$518K -84,666 Closed
ECM
188
ExodusPoint Capital Management
New York
– -$485K -79,320 Closed
PP
189
Paloma Partners
Connecticut
– -$379K -61,977 Closed
Tudor Investment Corp
190
Tudor Investment Corp
Connecticut
– -$276K -45,038 Closed
JAMH
191
Junson Asset Management (HK)
Hong Kong
– -$245K -40,000 Closed
MSA
192
Mason Street Advisors
Wisconsin
– -$243K -39,734 Closed
TEE
193
Tibra Equities Europe
United Kingdom
– -$201K -32,900 Closed
Wolverine Trading
194
Wolverine Trading
Illinois
– -$196K -31,967 Closed
QTM
195
qPULA Trading Management
New York
– -$130K -21,230 Closed
WAM
196
World Asset Management
Michigan
– -$108K -17,577 Closed
VVP
197
Venture Visionary Partners
Ohio
– -$100K -16,500 Closed
ANTB
198
AMG National Trust Bank
Colorado
– -$83K -13,642 Closed
FRM
199
Fox Run Management
Connecticut
– -$69K -11,282 Closed
EI
200
Ethic Inc
New York
– -$65K -10,593 Closed
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