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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.3M
3
EECFI
3
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
5
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
176
Luther King Capital Management (LKCM)
Texas
$217K -$61.6K -2,500 -22%
SO
177
STRS Ohio
Ohio
$199K +$199K +8,100 New
LF
178
Lee Financial
Texas
$197K – – –
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$184K – – –
APP
180
Alpha Paradigm Partners
Illinois
$168K +$168K +6,813 New
FC
181
FORA Capital
Florida
$168K +$168K +6,829 New
EI
182
Ellevest Inc
New York
$166K -$79.1K -3,203 -32%
EVM
183
Eaton Vance Management
Massachusetts
$163K -$424K -17,123 -72%
KBC Group
184
KBC Group
Belgium
$154K +$154K +6,266 New
TRCT
185
Tower Research Capital (TRC)
New York
$124K -$409K -16,593 -77%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$110K +$28K +1,123 +34%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$105K -$37K -1,502 -26%
MAM
188
Meeder Asset Management
Ohio
$95K +$8.8K +357 +10%
CG
189
Cutler Group
California
$75K -$22.1K -900 -23%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$71K – – –
SAI
191
Systematic Alpha Investments
New Jersey
$60K +$60K +3,200 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$43K +$43K +1,761 New
SWA
193
Sutton Wealth Advisors
Florida
$42.3K – – –
VCM
194
Versant Capital Management
Arizona
$41K +$18.7K +755 +84%
SWM
195
Spire Wealth Management
Virginia
$37K +$37K +1,490 New
FCA
196
FinTrust Capital Advisors
South Carolina
$37K +$37K +1,500 New
BCWM
197
Bartlett & Co Wealth Management
Ohio
$34.5K – – –
BC
198
Bartlett & Co
Ohio
$34K – – –
FCM
199
Firestone Capital Management
Florida
$18K -$31.7K -1,275 -64%
DFCM
200
Dark Forest Capital Management
Puerto Rico
$18K +$18K +732 New
6 7
8
9 10