SM icon

SM Energy
SM

Overview Fund Activity

165 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, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
54
Reduced
51
Closed
30
Calls
$433K
Puts
$1.54M
Net Calls
-$1.11M
Net Calls Change
+$3.86M

Top Buyers

1
MRCP
Maple Rock Capital Partners
Ontario, Canada
+$10.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.62M
3
PPA
Parametric Portfolio Associates
Washington
+$1.24M
4
UBS Group
UBS Group
Switzerland
+$981K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$744K

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$11.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$8.39M
3
State Street
State Street
Massachusetts
-$7.42M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$5.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$25.8M -$544K -342,310 -2%
MRCP
2
Maple Rock Capital Partners
Ontario, Canada
$10.4M +$10.4M +6,525,000 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4M -$8.39M -5,278,844 -45%
EECFI
4
EnCap Energy Capital Fund IX
Texas
$7.61M -$1.27M -800,000 -14%
State Street
5
State Street
Massachusetts
$7.13M -$7.42M -4,667,526 -51%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$6.8M -$1.51M -950,504 -18%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.12M -$1.96M -1,233,066 -28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.05M +$574K +361,340 +23%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$3.03M -$498K -313,078 -14%
AR
10
Advisory Research
Illinois
$2.42M -$194K -121,888 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.41M -$162K -101,998 -6%
Northern Trust
12
Northern Trust
Illinois
$2.37M -$26.9K -16,905 -1%
PPA
13
Parametric Portfolio Associates
Washington
$2.21M +$1.24M +779,379 +128%
Charles Schwab
14
Charles Schwab
California
$1.79M +$158K +99,085 +10%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$1.74M +$722K +454,042 +71%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.62M +$1.62M +1,020,060 New
Goldman Sachs
17
Goldman Sachs
New York
$1.3M -$2.74M -1,723,531 -68%
Wells Fargo
18
Wells Fargo
California
$1.27M +$726K +456,450 +133%
Invesco
19
Invesco
Georgia
$1.22M +$65.4K +41,134 +6%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.21M -$71.1K -44,729 -6%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.21M -$623K -391,716 -34%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.16M +$567K +356,500 +96%
UBS Group
23
UBS Group
Switzerland
$1.11M +$981K +616,697 +747%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$988K -$102K -68,975 -9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$921K +$744K +459,070 +421%
1
2 3 4 5