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SM Energy
SM

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
201
Centiva Capital
New York
$402K +$359K +12,700 New
JFG
202
Jefferies Financial Group
New York
$393K -$89.3K -3,162 -20%
OAM
203
Oppenheimer Asset Management
New York
$385K +$11.8K +419 +4%
CC
204
Capital Counsel
New York
$377K – – –
Verition Fund Management
205
Verition Fund Management
Connecticut
$372K -$70.6K -2,500 -18%
SAM
206
Shell Asset Management
Netherlands
$368K -$1.84K -65 -0.6%
MPM
207
Meritage Portfolio Management
Kansas
$355K +$51.4K +1,820 +19%
TYCC
208
Texas Yale Capital Corp
Florida
$353K – – –
AIM
209
Aigen Investment Management
New York
$348K -$22.3K -791 -7%
KAS
210
Kestra Advisory Services
Texas
$342K +$23.9K +847 +9%
DCM
211
Dupont Capital Management
Delaware
$335K +$223K +7,878 +290%
P
212
Pitcairn
Pennsylvania
$319K +$285K +10,101 New
CGH
213
Crossmark Global Holdings
Texas
$318K -$2.71K -96 -1%
EF
214
Empirical Finance
Pennsylvania
$318K +$2.4K +85 +0.9%
CL
215
CSS LLC
Illinois
$316K – – –
AIP
216
Ameritas Investment Partners
Nebraska
$314K +$11.9K +423 +4%
II
217
Inspire Investing
Idaho
$313K +$6.7K +237 +2%
Lazard Asset Management
218
Lazard Asset Management
New York
$305K +$57.3K +2,028 +27%
RAM
219
Readystate Asset Management
Illinois
$304K – – –
CIM
220
CIM Investment Management
Pennsylvania
$297K +$265K +9,388 New
HighTower Advisors
221
HighTower Advisors
Illinois
$292K +$260K +9,204 New
KBC Group
222
KBC Group
Belgium
$289K -$24.4K -864 -9%
QC
223
Quadrature Capital
United Kingdom
$287K -$1.21M -42,755 -83%
SWS
224
SYSTM Wealth Solutions
Illinois
$281K -$13.7K -485 -5%
LPL Financial
225
LPL Financial
California
$279K +$249K +8,808 New
7 8
9
10 11

SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.