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SM Energy
SM

Overview Fund Activity

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
BlackRock
New York
$678M
2
ACG
Aventail Capital Group
New York
$21M
3
Citadel Advisors
Citadel Advisors
Florida
$23.6M
4
PC
PointState Capital
New York
$17.2M
5
SCM
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
$0
2
Invesco
Invesco
Georgia
$37.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
176
Simplex Trading
Illinois
$714K +$651K +20,589 +1,032%
AWS
177
AJ Wealth Strategies
New York
$710K +$3.92K +124 +0.6%
Cerity Partners
178
Cerity Partners
New York
$685K +$4.27K +135 +0.6%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$675K +$50.9K +1,608 +8%
IMRF
180
Illinois Municipal Retirement Fund
Illinois
$650K +$650K +20,542 New
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$614K +$374K +11,832 +156%
VPIM
182
Vanguard Personalized Indexing Management
California
$599K +$77K +2,435 +15%
ProShare Advisors
183
ProShare Advisors
Maryland
$594K +$36.9K +1,166 +7%
Jane Street
184
Jane Street
New York
$593K +$593K +18,757 New
MAM
185
Martingale Asset Management
Massachusetts
$562K +$562K +17,770 New
SCA
186
Sippican Capital Advisors
Massachusetts
$559K – – –
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
$523K -$3.27M -103,334 -86%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$519K – – –
BCM
189
Bayesian Capital Management
New York
$507K +$507K +16,032 New
CAM
190
Cubic Asset Management
Massachusetts
$496K +$81.6K +2,580 +20%
MNBTD
191
Moody National Bank Trust Division
Texas
$474K – – –
WG
192
Winton Group
United Kingdom
$474K -$462K -14,591 -49%
GAM
193
Gotham Asset Management
New York
$472K +$49.3K +1,560 +12%
AT
194
American Trust
Kentucky
$452K -$47.4K -1,498 -9%
CIP
195
Cornerstone Investment Partners
Georgia
$435K +$1.68K +53 +0.4%
BHCM
196
Brevan Howard Capital Management
Jersey
$423K +$423K +13,383 New
VRS
197
Virginia Retirement Systems
Virginia
$421K -$199K -6,300 -32%
PAMS
198
Pictet Asset Management (Switzerland)
Switzerland
$409K -$61.6K -1,948 -13%
GCM
199
Gallacher Capital Management
Colorado
$409K +$409K +12,916 New
B
200
Bailard
California
$405K -$82.2K -2,600 -17%
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