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SM Energy
SM

Overview Fund Activity

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.5M
2
Millennium Management
Millennium Management
New York
+$24.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.1M
4
Walleye Capital
Walleye Capital
New York
+$11.8M
5
FCM
Frontier Capital Management
Massachusetts
+$10.8M

Top Sellers

1
AR
Advisory Research
Illinois
-$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44M
3
Invesco
Invesco
Georgia
-$41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$28.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
176
Virginia Retirement Systems
Virginia
$552K -$217K -7,700 -28%
SCA
177
Sippican Capital Advisors
Massachusetts
$498K – – –
ProShare Advisors
178
ProShare Advisors
Maryland
$496K -$44K -1,561 -8%
VPIM
179
Vanguard Personalized Indexing Management
California
$464K +$238K +8,464 +105%
Connor, Clark & Lunn Investment Management (CC&L)
180
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$464K +$464K +16,487 New
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$462K – – –
SGI
182
Summit Global Investments
Utah
$448K +$448K +15,900 New
AT
183
American Trust
Kentucky
$444K +$36.3K +1,289 +9%
JFG
184
Jefferies Financial Group
New York
$439K +$439K +15,588 New
VanEck Associates
185
VanEck Associates
New York
$434K +$321K +11,386 +283%
B
186
Bailard
California
$434K – – –
MNBTD
187
Moody National Bank Trust Division
Texas
$422K -$2.23K -79 -0.5%
PAMS
188
Pictet Asset Management (Switzerland)
Switzerland
$419K – – –
FHB
189
First Hawaiian Bank
Hawaii
$408K – – –
TRCT
190
Tower Research Capital (TRC)
New York
$402K +$387K +13,740 +2,583%
Verition Fund Management
191
Verition Fund Management
Connecticut
$402K -$803K -28,509 -67%
CC
192
Cipher Capital
New York
$391K +$215K +7,640 +122%
CIP
193
Cornerstone Investment Partners
Georgia
$386K -$2.53K -90 -0.7%
GAM
194
Gotham Asset Management
New York
$376K – – –
CAM
195
Cubic Asset Management
Massachusetts
$369K +$369K +13,095 New
PP
196
Prudential plc
United Kingdom
$358K -$66.5K -2,363 -16%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$350K -$143K -5,067 -29%
CC
198
Capital Counsel
New York
$335K – – –
AIM
199
Aigen Investment Management
New York
$332K +$332K +11,807 New
OAM
200
Oppenheimer Asset Management
New York
$331K -$147K -5,225 -31%
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