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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.3M
3
EECFI
3
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
5
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Harbour Investments
Wisconsin
$17K +$17K +700 New
Walleye Trading
202
Walleye Trading
New York
$16K -$622K -25,632 -97%
CFB
203
Cullen/Frost Bankers
Texas
$12K – – –
NFSG
204
Newbridge Financial Services Group
Florida
$11K – – –
ST
205
Sageworth Trust
Pennsylvania
$11K +$11K +440 New
QCG
206
Quadrant Capital Group
Ohio
$10K +$9.45K +380 +1,727%
GWM
207
Geneos Wealth Management
Colorado
$8K – – –
GWS
208
Glassman Wealth Services
Virginia
$7K – – –
AIM
209
Anchor Investment Management
South Carolina
$6.72K +$6.72K +273 New
BCA
210
Berman Capital Advisors
Georgia
$6K +$1.71K +76 +40%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$4K +$4K +144 New
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$3.43K -$341 -13,840 -9%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$3K +$1.64K +72 +120%
LFG
214
Larson Financial Group
Missouri
$3K +$3K +130 New
FPS
215
Fieldpoint Private Securities
Connecticut
$2K – – –
CFN
216
Cordasco Financial Network
Florida
$2K – – –
LC
217
Lindbrook Capital
California
$2K – – –
PA
218
Parallel Advisors
California
$2K +$2K +93 New
AIG
219
American International Group
New York
$1.85K -$7 -298 -0.4%
BWM
220
Baystate Wealth Management
Massachusetts
$1K – – –
S
221
SignatureFD
Georgia
$1K +$1K +39 New
CCA
222
Column Capital Advisors
Indiana
$1K +$1K +59 New
EECFI
223
EnCap Energy Capital Fund IX
Texas
– -$16.8M -1,026,600 Closed
California Public Employees Retirement System
224
California Public Employees Retirement System
California
– -$3.8M -232,200 Closed
Nomura Holdings
225
Nomura Holdings
Japan
– -$2.49M -152,086 Closed
6 7 8
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