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SM Energy
SM

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

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$714K +$582K +20,589 +1,032%
AWS
177
AJ Wealth Strategies
New York
$710K +$3.5K +124 +0.6%
Cerity Partners
178
Cerity Partners
New York
$685K +$3.81K +135 +0.6%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$675K +$45.4K +1,608 +8%
IMRF
180
Illinois Municipal Retirement Fund
Illinois
$650K +$580K +20,542 New
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$614K +$334K +11,832 +156%
VPIM
182
Vanguard Personalized Indexing Management
California
$599K +$68.8K +2,435 +15%
ProShare Advisors
183
ProShare Advisors
Maryland
$594K +$32.9K +1,166 +7%
Jane Street
184
Jane Street
New York
$593K +$530K +18,757 New
MAM
185
Martingale Asset Management
Massachusetts
$562K +$502K +17,770 New
SCA
186
Sippican Capital Advisors
Massachusetts
$559K – – –
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
$523K -$2.92M -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 +$453K +16,032 New
CAM
190
Cubic Asset Management
Massachusetts
$496K +$72.9K +2,580 +20%
MNBTD
191
Moody National Bank Trust Division
Texas
$474K – – –
WG
192
Winton Group
United Kingdom
$474K -$412K -14,591 -49%
GAM
193
Gotham Asset Management
New York
$472K +$44.1K +1,560 +12%
AT
194
American Trust
Kentucky
$452K -$42.3K -1,498 -9%
CIP
195
Cornerstone Investment Partners
Georgia
$435K +$1.5K +53 +0.4%
BHCM
196
Brevan Howard Capital Management
Jersey
$423K +$378K +13,383 New
VRS
197
Virginia Retirement Systems
Virginia
$421K -$178K -6,300 -32%
PAMS
198
Pictet Asset Management (Switzerland)
Switzerland
$409K -$55K -1,948 -13%
GCM
199
Gallacher Capital Management
Colorado
$409K +$365K +12,916 New
B
200
Bailard
California
$405K -$73.5K -2,600 -17%
6 7
8
9 10

SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.