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SM Energy
SM

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, 58 increasing their positions, 53 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% 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)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8.76% less ownership

Funds ownership: 97.95% → 89.19% (-8.8%)

66% less call options, than puts

Call options by funds: $2.51M | Put options by funds: $7.47M

Holders
178
Holders Change
+4
Holders Change %
+2.3%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
58
Reduced
53
Closed
33
Calls
$2.51M
Puts
$7.47M
Net Calls
-$4.96M
Net Calls Change
-$4.68M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.37M
2
Morgan Stanley
Morgan Stanley
New York
+$6.25M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.71M
4
Millennium Management
Millennium Management
New York
+$3.5M
5
Citigroup
Citigroup
New York
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
2
State Street
State Street
Massachusetts
-$5.67M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$5.54M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.51M
5
Goldman Sachs
Goldman Sachs
New York
-$3.48M

SM Hedge Fund Activity: Q2 2020 in Review

178 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2020, worth a combined $376M — up 177% 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 58 added to existing stakes and 53 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 177% 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.