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SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Martingale Asset Management
Massachusetts
$709K -$587K -15,585 -45%
AWM
177
AE Wealth Management
Kansas
$694K +$694K +18,448 New
ADIM
178
Alpha DNA Investment Management
Maryland
$671K +$671K +17,845 New
SCA
179
Sippican Capital Advisors
Massachusetts
$665K -$23.5K -625 -3%
DCM
180
Dupont Capital Management
Delaware
$634K -$13.9K -369 -2%
ProShare Advisors
181
ProShare Advisors
Maryland
$628K -$15.4K -410 -2%
RHBC
182
R.H. Bluestein & Co
Michigan
$624K – – –
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$617K – – –
MS
184
Maven Securities
Jersey
$610K +$610K +16,213 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$606K +$57.9K +1,539 +11%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$605K +$130K +3,460 +27%
FHB
187
First Hawaiian Bank
Hawaii
$600K -$83.6K -2,220 -12%
B
188
Bailard
California
$579K -$60.2K -1,600 -9%
BCM
189
Bayesian Capital Management
New York
$578K +$326K +8,664 +129%
SG Americas Securities
190
SG Americas Securities
New York
$568K -$287K -7,641 -34%
Verition Fund Management
191
Verition Fund Management
Connecticut
$567K -$881K -23,428 -61%
MNBTD
192
Moody National Bank Trust Division
Texas
$567K – – –
FRM
193
Fox Run Management
Connecticut
$549K +$549K +14,600 New
LAM
194
Lingohr Asset Management
Germany
$535K – – –
SAM
195
Shell Asset Management
Netherlands
$531K -$55.3K -1,471 -9%
GCP
196
GSA Capital Partners
United Kingdom
$517K +$517K +13,749 New
USAA
197
United Services Automobile Association
Texas
$503K +$14.6K +388 +3%
GAM
198
Gotham Asset Management
New York
$502K -$133K -3,542 -21%
Simplex Trading
199
Simplex Trading
Illinois
$498K +$498K +13,263 New
CC
200
Capital Counsel
New York
$490K -$74.5K -1,980 -13%
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