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SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
2
Millennium Management
New York
$48.5M
3
State Street
3
State Street
Massachusetts
$233M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$0
2
ECA
2
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.8M
4
GLA
4
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
5
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
201
Bailard
California
$536K – – –
State of Wisconsin Investment Board
202
State of Wisconsin Investment Board
Wisconsin
$532K -$259K -7,433 -33%
PP
203
Prudential plc
United Kingdom
$526K +$164K +4,717 +45%
MNBTD
204
Moody National Bank Trust Division
Texas
$525K – – –
PAMS
205
Pictet Asset Management (Switzerland)
Switzerland
$518K +$257K +7,365 +98%
FHB
206
First Hawaiian Bank
Hawaii
$505K -$50.2K -1,440 -9%
AT
207
American Trust
Kentucky
$505K +$101K +2,891 +25%
EI
208
Ellevest Inc
New York
$500K +$138K +3,972 +38%
NICM
209
Neo Ivy Capital Management
New York
$482K +$482K +13,836 New
CIP
210
Cornerstone Investment Partners
Georgia
$481K +$156K +4,466 +48%
GAM
211
Gotham Asset Management
New York
$465K – – –
USAA
212
United Services Automobile Association
Texas
$465K – – –
BC
213
Bridgefront Capital
Texas
$456K +$154K +4,429 +51%
TCM
214
Tributary Capital Management
Nebraska
$454K +$95.4K +2,740 +27%
OQS
215
Occudo Quantitative Strategies
Florida
$452K +$452K +12,974 New
CC
216
Capital Counsel
New York
$415K -$38.8K -1,115 -9%
IMRF
217
Illinois Municipal Retirement Fund
Illinois
$414K +$414K +11,886 New
LAM
218
Lingohr Asset Management
Germany
$413K – – –
SAM
219
Shell Asset Management
Netherlands
$408K -$83.6K -2,402 -17%
Lido Advisors
220
Lido Advisors
California
$396K +$29K +832 +8%
TYCC
221
Texas Yale Capital Corp
Florida
$389K – – –
PP
222
PDT Partners
New York
$383K +$975 +28 +0.3%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$378K +$71.1K +2,040 +23%
KAS
224
Kestra Advisory Services
Texas
$377K +$28.4K +816 +8%
KBC Group
225
KBC Group
Belgium
$369K – – –
7 8
9
10 11