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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
176
Mutual of America Capital Management
New York
$700K +$101K +2,964 +17%
HMS
177
Hanseatic Management Services
New Mexico
$690K -$11K -323 -2%
CC
178
Centiva Capital
New York
$661K +$661K +19,341 New
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$650K -$172K -5,043 -21%
SCA
180
Sippican Capital Advisors
Massachusetts
$626K -$59K -1,725 -9%
FHB
181
First Hawaiian Bank
Hawaii
$621K – – –
DCM
182
Dupont Capital Management
Delaware
$589K – – –
ProShare Advisors
183
ProShare Advisors
Maryland
$584K -$329K -9,642 -36%
B
184
Bailard
California
$581K – – –
JF
185
Jump Financial
Illinois
$580K -$3.16M -92,392 -84%
GAM
186
Gotham Asset Management
New York
$578K +$43.2K +1,264 +8%
RHBC
187
R.H. Bluestein & Co
Michigan
$568K -$85.5K -2,500 -13%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$561K +$306K +8,955 +120%
Truist Financial
189
Truist Financial
North Carolina
$537K -$800K -23,395 -60%
PCM
190
Penserra Capital Management
California
$534K +$534K +15,628 New
CI Investments Inc
191
CI Investments Inc
Ontario, Canada
$533K -$143K -4,176 -21%
SAM
192
Shell Asset Management
Netherlands
$533K +$923 +27 +0.2%
BAM
193
Blueshift Asset Management
New Jersey
$528K +$528K +15,457 New
MNBTD
194
Moody National Bank Trust Division
Texas
$516K +$516K +15,079 New
CC
195
Capital Counsel
New York
$513K – – –
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$499K -$131K -3,825 -21%
LAM
197
Lingohr Asset Management
Germany
$491K +$491K +11,900 New
RIM
198
Redwood Investment Management
Arizona
$458K -$31.6K -926 -6%
BFM
199
Boothbay Fund Management
New York
$448K +$448K +13,110 New
USAA
200
United Services Automobile Association
Texas
$444K +$444K +12,994 New
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