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SM Energy
SM

Overview Fund Activity

260 hedge funds and large institutions have $3.05B invested in SM Energy in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+24
Holders Change %
+10.17%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
62
Increased
88
Reduced
87
Closed
37
Calls
$49.5M
Puts
$11.4M
Net Calls
+$38M
Net Calls Change
+$7.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.1M
3
RRAM
3
River Road Asset Management
Kentucky
$35.4M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$23.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$182M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
Goldman Sachs
4
Goldman Sachs
New York
$70.8M
5
SPC
5
Slate Path Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$307K +$307K +10,431 New
EI
202
Ellevest Inc
New York
$304K +$19K +644 +7%
Mitsubishi UFJ Trust & Banking
203
Mitsubishi UFJ Trust & Banking
Japan
$295K +$62K +2,100 +27%
CGH
204
Crossmark Global Holdings
Texas
$287K -$178K -6,030 -38%
KAS
205
Kestra Advisory Services
Texas
$286K +$286K +9,698 New
PP
206
PDT Partners
New York
$277K +$277K +9,412 New
AIP
207
Ameritas Investment Partners
Nebraska
$274K – – –
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$272K +$32.1K +1,090 +13%
IIM
209
Ironwood Investment Management
Massachusetts
$265K – – –
Luther King Capital Management (LKCM)
210
Luther King Capital Management (LKCM)
Texas
$260K – – –
II
211
Inspire Investing
Idaho
$249K -$36.9K -1,253 -13%
MPM
212
Meritage Portfolio Management
Kansas
$248K +$248K +8,410 New
EVM
213
Eaton Vance Management
Massachusetts
$237K +$51.5K +1,751 +28%
LF
214
Lee Financial
Texas
$236K – – –
AP
215
Advisor Partners
California
$235K +$235K +7,969 New
MWA
216
Meridian Wealth Advisors
Texas
$228K – – –
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$227K +$177 +6 +0.1%
JF
218
Jump Financial
Illinois
$224K +$224K +7,615 New
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$221K +$221K +7,506 New
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$220K – – –
CIP
221
Cornerstone Investment Partners
Georgia
$214K +$214K +7,275 New
AAM
222
Auxier Asset Management
Oregon
$213K +$213K +7,240 New
SCM
223
Shelton Capital Management
Colorado
$207K +$207K +7,033 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$169K +$15.9K +540 +10%
KBC Group
225
KBC Group
Belgium
$92K – – –
7 8
9
10 11