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SM Energy

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

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

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$433K
Puts
$1.54M
Net Calls
Net Calls Change

Top Buyers

1 +$10.4M
2 +$1.62M
3 +$1.24M
4
UBS Group
UBS Group
Switzerland
+$981K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$744K

Top Sellers

1 -$11.5M
2 -$8.39M
3 -$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
Change in
Stake
1
$25.8M
2
$10.4M
3
$10.4M
4
$7.61M
5
$7.13M
6
$6.8M
7
$5.12M
8
$3.05M
9
$3.03M
10
$2.42M
11
$2.41M
12
$2.37M
13
$2.21M
14
$1.79M
15
$1.74M
16
$1.62M
17
$1.3M
18
$1.27M
19
$1.22M
20
$1.21M
21
$1.21M
22
$1.16M
23
$1.11M
24
$988K
25
$921K