SM Energy
178 hedge funds and large institutions have $376M invested in SM Energy in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 33 closing their positions.
176% more capital invested
Capital invested by funds: $136M → $376M (+$240M)
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
2% more funds holding
Funds holding: 174 → 178 (+4)
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.78% less ownership
Funds ownership: 97.96% → 89.19% (-8.8%)
66% less call options, than puts
Call options by funds: $2.51M | Put options by funds: $7.47M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$6.37M |
| 2 |
Morgan Stanley
New York
|
+$6.25M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.71M |
| 4 |
Millennium Management
New York
|
+$3.5M |
| 5 |
Citigroup
New York
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.67M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$5.54M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.51M |
| 5 |
Goldman Sachs
New York
|
-$3.48M |
SM Hedge Fund Activity: Q2 2020 in Review
178 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2020, worth a combined $376M — up 176% from $136M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SM positions and 33 closed out — a net gain of 5 holders — while 57 added to existing stakes and 54 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $6.37M. The largest seller was Dimensional Fund Advisors, cutting an estimated $14.1M.
- 178 institutional investors held SM Energy (SM) as of Q2 2020, up from 174 in Q1 2020.
- Funds reported $376M of SM Energy stock for Q2 2020, up 176% quarter-over-quarter.
- 38 funds opened new SM Energy positions in Q2 2020 and 33 closed out, a net change of +5 holders.
- The largest SM Energy buyer in Q2 2020 was D.E. Shaw & Co, an estimated $6.37M added.
- The largest SM Energy seller in Q2 2020 was Dimensional Fund Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2020.