SM Energy
166 hedge funds and large institutions have $121M invested in SM Energy in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 30 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 178 → 166 (-12)
20.25% less ownership
Funds ownership: 89.19% → 68.94% (-20%)
37% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 30
68% less capital invested
Capital invested by funds: $376M → $121M (-$255M)
72% less call options, than puts
Call options by funds: $433K | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$18.2M |
| 2 |
Renaissance Technologies
New York
|
+$2.85M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.72M |
| 5 |
JP Morgan Chase
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$13M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$11.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$7.56M |
| 5 |
Millennium Management
New York
|
-$6.46M |
SM Hedge Fund Activity: Q3 2020 in Review
166 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2020, worth a combined $121M — down 68% from $376M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SM and 19 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 54 added.
The largest buyer was Maple Rock Capital Partners, opening a new position worth an estimated $18.2M. The largest seller was Vanguard Group, cutting an estimated $14.7M.
- 166 institutional investors held SM Energy (SM) as of Q3 2020, down from 178 in Q2 2020.
- Funds reported $121M of SM Energy stock for Q3 2020, down 68% quarter-over-quarter.
- 19 funds opened new SM Energy positions in Q3 2020 and 30 closed out, a net change of -11 holders.
- The largest SM Energy buyer in Q3 2020 was Maple Rock Capital Partners, an estimated $18.2M added.
- The largest SM Energy seller in Q3 2020 was Vanguard Group, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2020.