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SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$58M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$62.9M
5
BlackRock
5
BlackRock
New York
$514M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
201
Macquarie Group
Australia
$100K +$100K +3,799 New
KBC Group
202
KBC Group
Belgium
$83K -$83K -3,133 -50%
UAML
203
US Asset Management LLC
Pennsylvania
$67K +$67K +2,532 New
Lazard Asset Management
204
Lazard Asset Management
New York
$59K +$59K +2,269 New
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$54K -$21.5K -830 -28%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$51K +$4.54K +172 +10%
SWA
207
Sutton Wealth Advisors
Florida
$45.3K – – –
VCM
208
Versant Capital Management
Arizona
$39K -$4.77K -180 -11%
BC
209
Bartlett & Co
Ohio
$37K – – –
BCWM
210
Bartlett & Co Wealth Management
Ohio
$36.9K – – –
Osaic Holdings
211
Osaic Holdings
Arizona
$23K -$625K -40,298 -96%
SWM
212
Spire Wealth Management
Virginia
$23K -$15.5K -600 -40%
FCM
213
Firestone Capital Management
Florida
$18K – – –
DFCM
214
Dark Forest Capital Management
Puerto Rico
$14K -$5.45K -205 -28%
HI
215
Harbour Investments
Wisconsin
$13K -$5.69K -213 -30%
CFB
216
Cullen/Frost Bankers
Texas
$13K – – –
ST
217
Sageworth Trust
Pennsylvania
$12K – – –
GWM
218
Geneos Wealth Management
Colorado
$9K – – –
GWS
219
Glassman Wealth Services
Virginia
$8K +$283 +11 +4%
BCA
220
Berman Capital Advisors
Georgia
$8K +$1.07K +41 +15%
PA
221
Parallel Advisors
California
$7K +$4.4K +157 +169%
CFA
222
Cahill Financial Advisors
Minnesota
$6K +$6K +238 New
CG
223
Cutler Group
California
$5K -$71.3K -2,850 -93%
EVM
224
Eaton Vance Management
Massachusetts
$5K -$221 -279 -4%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$5K +$1.35K +53 +37%
7 8
9
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