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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$432K -$7.18K -210 -2%
UBS Group
202
UBS Group
Switzerland
$405K -$5.47M -159,894 -93%
VF
203
Virtu Financial
New York
$398K -$22.8K -666 -5%
LPL Financial
204
LPL Financial
California
$393K +$41.5K +1,214 +12%
ACM
205
AlphaCrest Capital Management
New York
$387K +$131K +3,825 +51%
TYCC
206
Texas Yale Capital Corp
Florida
$382K – – –
WSFS
207
Wilmington Savings Fund Society
Delaware
$381K -$616K -18,000 -62%
QT
208
Quantbot Technologies
New York
$381K -$456K -13,361 -54%
AIA
209
Allied Investment Advisors
Montana
$377K -$29.1K -850 -7%
AT
210
American Trust
Kentucky
$369K +$369K +10,781 New
VCA
211
Verdence Capital Advisors
Maryland
$365K +$365K +10,678 New
KBC Group
212
KBC Group
Belgium
$362K +$229K +6,685 +171%
QC
213
Quadrature Capital
United Kingdom
$359K +$359K +10,479 New
EI
214
Ethic Inc
New York
$358K -$44.4K -1,299 -11%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$353K -$46.9K -1,376 -12%
KAS
216
Kestra Advisory Services
Texas
$352K +$20.9K +612 +6%
XT
217
XTX Topco
Cayman Islands
$350K +$49.7K +1,455 +17%
CWP
218
CFM Wealth Partners
Texas
$349K -$34K -996 -9%
EI
219
Ellevest Inc
New York
$338K -$50.9K -1,491 -13%
CGH
220
Crossmark Global Holdings
Texas
$321K -$12.3K -360 -4%
MPM
221
Meritage Portfolio Management
Kansas
$320K -$205 -6 -0.1%
SSA
222
Schonfeld Strategic Advisors
New York
$317K -$200K -5,842 -39%
AIP
223
Ameritas Investment Partners
Nebraska
$317K – – –
AP
224
Advisor Partners
California
$307K +$22K +644 +8%
BBVA
225
Banco Bilbao Vizcaya Argentaria
Spain
$303K -$211K -6,150 -41%
7 8
9
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