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SM Energy
SM

Overview Fund Activity

300 hedge funds and large institutions have $4.05B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+40
Holders Change %
+15.38%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
63
Increased
98
Reduced
105
Closed
21
Calls
$105M
Puts
$30.6M
Net Calls
+$74.8M
Net Calls Change
+$36.8M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$53.9M
2
Invesco
Invesco
Georgia
$86.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$46.1M
4
Marshall Wace
Marshall Wace
United Kingdom
$35.5M
5
Goldman Sachs
Goldman Sachs
New York
$127M

Top Sellers

1
JIM
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
Millennium Management
New York
$56.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
201
Ethic Inc
New York
$458K +$47.3K +1,216 +12%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$457K +$50.3K +1,291 +12%
EI
203
Ellevest Inc
New York
$444K +$42K +1,078 +10%
CWP
204
CFM Wealth Partners
Texas
$436K -$272K -7,000 -38%
TYCC
205
Texas Yale Capital Corp
Florida
$435K – – –
DU
206
Delphia (USA)
Ontario, Canada
$416K -$227K -5,817 -35%
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$407K -$14.7K -377 -3%
LPL Financial
208
LPL Financial
California
$401K -$308K -7,911 -43%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$399K -$97.7K -2,511 -20%
HIIFS
210
Harel Insurance Investments & Financial Services
Israel
$397K +$397K +10,200 New
PA
211
Profund Advisors
Maryland
$393K -$41.1K -1,055 -9%
CGH
212
Crossmark Global Holdings
Texas
$379K -$390 -10 -0.1%
KAS
213
Kestra Advisory Services
Texas
$377K -$467 -12 -0.1%
MPM
214
Meritage Portfolio Management
Kansas
$365K +$37.7K +969 +12%
AIP
215
Ameritas Investment Partners
Nebraska
$362K – – –
GC
216
Globeflex Capital
California
$357K +$357K +9,163 New
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$357K +$357K +9,181 New
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$352K -$378K -9,709 -52%
IIM
219
Ironwood Investment Management
Massachusetts
$350K – – –
PM
220
Parametrica Management
Hong Kong
$345K +$345K +8,854 New
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$343K – – –
XT
222
XTX Topco
Cayman Islands
$342K +$342K +8,790 New
EVM
223
Eaton Vance Management
Massachusetts
$326K +$12K +309 +4%
AP
224
Advisor Partners
California
$325K +$14.5K +372 +5%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$314K +$91.3K +2,348 +41%
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