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SM Energy
SM

Overview Fund Activity

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
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
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

1
BlackRock
BlackRock
New York
$678M
2
ACG
Aventail Capital Group
New York
$21M
3
Citadel Advisors
Citadel Advisors
Florida
$23.6M
4
PC
PointState Capital
New York
$17.2M
5
SCM
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
$0
2
Invesco
Invesco
Georgia
$37.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Centiva Capital
New York
$402K +$402K +12,700 New
JFG
202
Jefferies Financial Group
New York
$393K -$100K -3,162 -20%
OAM
203
Oppenheimer Asset Management
New York
$385K +$13.3K +419 +4%
CC
204
Capital Counsel
New York
$377K – – –
Verition Fund Management
205
Verition Fund Management
Connecticut
$372K -$79.1K -2,500 -18%
SAM
206
Shell Asset Management
Netherlands
$368K -$2.06K -65 -0.6%
MPM
207
Meritage Portfolio Management
Kansas
$355K +$57.5K +1,820 +19%
TYCC
208
Texas Yale Capital Corp
Florida
$353K – – –
AIM
209
Aigen Investment Management
New York
$348K -$25K -791 -7%
KAS
210
Kestra Advisory Services
Texas
$342K +$26.8K +847 +9%
DCM
211
Dupont Capital Management
Delaware
$335K +$249K +7,878 +290%
P
212
Pitcairn
Pennsylvania
$319K +$319K +10,101 New
CGH
213
Crossmark Global Holdings
Texas
$318K -$3.45K -96 -1%
EF
214
Empirical Finance
Pennsylvania
$318K +$2.69K +85 +0.9%
CL
215
CSS LLC
Illinois
$316K – – –
AIP
216
Ameritas Investment Partners
Nebraska
$314K +$13.4K +423 +4%
II
217
Inspire Investing
Idaho
$313K +$7.5K +237 +2%
Lazard Asset Management
218
Lazard Asset Management
New York
$305K +$64.1K +2,028 +27%
RAM
219
Readystate Asset Management
Illinois
$304K – – –
CIM
220
CIM Investment Management
Pennsylvania
$297K +$297K +9,388 New
HighTower Advisors
221
HighTower Advisors
Illinois
$292K +$292K +9,204 New
KBC Group
222
KBC Group
Belgium
$289K -$27.4K -864 -9%
QC
223
Quadrature Capital
United Kingdom
$287K -$1.35M -42,755 -83%
SWS
224
SYSTM Wealth Solutions
Illinois
$281K -$15.3K -485 -5%
LPL Financial
225
LPL Financial
California
$279K +$279K +8,808 New
7 8
9
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