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SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
BlackRock
New York
$763M
5
FCM
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$28.4M
2
Ameriprise
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Cipher Capital
New York
$444K +$444K +11,814 New
AT
202
American Trust
Kentucky
$436K +$30.9K +821 +8%
EI
203
Ethic Inc
New York
$426K +$32.7K +869 +8%
QT
204
Quantbot Technologies
New York
$424K +$4.99K +133 +1%
TYCC
205
Texas Yale Capital Corp
Florida
$420K – – –
WSFS
206
Wilmington Savings Fund Society
Delaware
$419K – – –
PP
207
PDT Partners
New York
$413K +$413K +10,974 New
VCA
208
Verdence Capital Advisors
Maryland
$412K +$10.2K +270 +3%
KBC Group
209
KBC Group
Belgium
$398K – – –
Lido Advisors
210
Lido Advisors
California
$395K +$395K +10,528 New
EI
211
Ellevest Inc
New York
$391K +$18.3K +485 +5%
PP
212
Prudential plc
United Kingdom
$390K +$390K +10,373 New
YIH
213
Y-Intercept (HK)
Hong Kong
$389K +$389K +10,339 New
TCM
214
Tributary Capital Management
Nebraska
$387K +$126K +3,359 +48%
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
$387K +$387K +10,290 New
CWP
216
CFM Wealth Partners
Texas
$384K – – –
RA
217
Royce & Associates
New York
$380K +$380K +10,100 New
KAS
218
Kestra Advisory Services
Texas
$376K -$11.1K -296 -3%
EF
219
Empirical Finance
Pennsylvania
$372K +$372K +9,886 New
TRCT
220
Tower Research Capital (TRC)
New York
$364K +$196K +5,217 +117%
API
221
Advisor Partners II
California
$360K +$360K +9,569 New
AIP
222
Ameritas Investment Partners
Nebraska
$357K +$8.04K +214 +2%
MPM
223
Meritage Portfolio Management
Kansas
$354K +$1.2K +32 +0.3%
CIP
224
Cornerstone Investment Partners
Georgia
$351K +$351K +9,338 New
CGH
225
Crossmark Global Holdings
Texas
$349K -$3.39K -90 -1%
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