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SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
Millennium Management
New York
$48.5M
3
State Street
State Street
Massachusetts
$233M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
Aventail Capital Group
New York
$0
2
ECA
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
First Trust Advisors
Illinois
$31.8M
4
GLA
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
$854K -$693K -19,918 -45%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$835K +$69.4K +1,993 +9%
GLA
178
Great Lakes Advisors
Illinois
$830K -$16.7M -479,989 -95%
AWS
179
AJ Wealth Strategies
New York
$774K +$2.47K +71 +0.3%
DCM
180
Dupont Capital Management
Delaware
$750K +$163K +4,691 +28%
Cerity Partners
181
Cerity Partners
New York
$745K -$20.9K -601 -3%
WG
182
Winton Group
United Kingdom
$736K +$472K +13,545 +179%
EI
183
Ethic Inc
New York
$726K +$331K +9,507 +84%
CAM
184
ClariVest Asset Management
California
$679K -$1.08K -31 -0.2%
ProShare Advisors
185
ProShare Advisors
Maryland
$668K +$86.3K +2,477 +15%
AWM
186
Adams Wealth Management
Utah
$648K +$648K +18,616 New
FRM
187
Fox Run Management
Connecticut
$647K +$139K +3,982 +27%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$632K +$70.8K +2,033 +13%
AP
189
Advisors Preferred
Maryland
$632K +$632K +19,754 New
Twin Tree Management
190
Twin Tree Management
Texas
$630K -$952K -27,337 -60%
DS
191
DRW Securities
Illinois
$627K +$627K +18,000 New
SCA
192
Sippican Capital Advisors
Massachusetts
$615K – – –
MS
193
Maven Securities
Jersey
$613K +$48.3K +1,386 +9%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$610K +$49K +1,407 +9%
OAM
195
Oppenheimer Asset Management
New York
$592K +$592K +16,983 New
PRC
196
Pearl River Capital
Michigan
$581K -$160K -4,581 -22%
PL
197
Polianta Ltd
Jersey
$581K +$581K +16,700 New
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$572K – – –
XT
199
XTX Topco
Cayman Islands
$556K +$556K +15,974 New
YIH
200
Y-Intercept (HK)
Hong Kong
$541K +$181K +5,185 +50%
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