SM icon

SM Energy
SM

Overview Fund Activity

300 hedge funds and large institutions have $4.05B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+40
Holders Change %
+15.38%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
63
Increased
98
Reduced
105
Closed
21
Calls
$105M
Puts
$30.6M
Net Calls
+$74.8M
Net Calls Change
+$36.8M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$53.9M
2
Invesco
2
Invesco
Georgia
$86.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$35.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M

Top Sellers

1
JIM
1
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
2
Millennium Management
New York
$56.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
176
CI Investments Inc
Ontario, Canada
$770K -$395K -10,135 -34%
RHBC
177
R.H. Bluestein & Co
Michigan
$744K – – –
VRS
178
Virginia Retirement Systems
Virginia
$724K +$455K +11,700 +170%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$717K -$350K -8,978 -33%
FHB
180
First Hawaiian Bank
Hawaii
$707K – – –
MOACM
181
Mutual of America Capital Management
New York
$682K +$35.4K +908 +5%
AWM
182
AE Wealth Management
Kansas
$678K +$678K +17,416 New
DCM
183
Dupont Capital Management
Delaware
$671K -$59.4K -1,523 -8%
B
184
Bailard
California
$662K – – –
RWA
185
Redmont Wealth Advisors
Illinois
$640K +$640K +16,440 New
BBVA
186
Banco Bilbao Vizcaya Argentaria
Spain
$615K – – –
GAM
187
Gotham Asset Management
New York
$609K -$2.19M -56,087 -78%
SAM
188
Shell Asset Management
Netherlands
$607K -$89.9K -2,307 -13%
Mitsubishi UFJ Trust & Banking
189
Mitsubishi UFJ Trust & Banking
Japan
$596K +$206K +5,300 +53%
CC
190
Corton Capital
Ontario, Canada
$595K -$1.05M -27,016 -64%
SSA
191
Schonfeld Strategic Advisors
New York
$588K +$588K +15,100 New
CC
192
Capital Counsel
New York
$584K – – –
PP
193
Paloma Partners
Connecticut
$575K -$2.73M -70,076 -83%
RIM
194
Redwood Investment Management
Arizona
$558K +$558K +14,335 New
QIM
195
Quantitative Investment Management
Virginia
$525K +$525K +13,479 New
Wellington Management Group
196
Wellington Management Group
Massachusetts
$522K -$9.04M -232,165 -95%
ACM
197
Arlington Capital Management
Illinois
$500K +$3.94K +101 +0.8%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$500K +$141K +3,618 +39%
VF
199
Virtu Financial
New York
$479K +$479K +12,298 New
AIA
200
Allied Investment Advisors
Montana
$462K -$973 -25 -0.2%
6 7
8
9 10