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SM Energy

178 hedge funds and large institutions have $531M invested in SM Energy in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
56
Reduced
54
Closed
24
Calls
$9.27M
Puts
$5.94M
Net Calls
+$3.34M
Net Calls Change
+$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$102M +$2.77M +452,533 +3%
MRCP
2
Maple Rock Capital Partners
Ontario, Canada
$54.5M +$14.6M +2,386,964 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54.4M +$14.5M +2,375,419 +36%
State Street
4
State Street
Massachusetts
$38.3M +$10.9M +1,776,298 +40%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$20.4M -$5.8M -947,632 -22%
PPA
6
Parametric Portfolio Associates
Washington
$12.7M +$4.23M +690,868 +50%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.1M +$343K +56,069 +3%
Millennium Management
8
Millennium Management
New York
$10.4M -$5.63M -920,329 -35%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$10M -$9.7M -1,584,808 -49%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$9.69M -$1.96M -320,297 -17%
SPC
11
Slate Path Capital
New York
$9.61M +$9.61M +1,570,000 New
AR
12
Advisory Research
Illinois
$8.83M -$492K -80,465 -5%
Northern Trust
13
Northern Trust
Illinois
$8.23M -$887K -144,957 -10%
Wells Fargo
14
Wells Fargo
California
$8.11M +$3.21M +524,554 +66%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.1M -$1.19M -194,228 -13%
Charles Schwab
16
Charles Schwab
California
$7.61M +$715K +116,751 +10%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$7.5M +$3.04M +496,400 +68%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$7.31M +$3.22M +526,829 +79%
EECFI
19
EnCap Energy Capital Fund IX
Texas
$6.28M -$23M -3,759,690 -79%
Two Sigma Investments
20
Two Sigma Investments
New York
$5.35M +$5.35M +873,348 New
Morgan Stanley
21
Morgan Stanley
New York
$5.32M +$3.65M +595,549 +218%
Goldman Sachs
22
Goldman Sachs
New York
$5.04M +$20K +3,265 +0.4%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$4.51M +$4.33M +707,300 +2,357%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.49M -$174K -28,402 -4%
PAM
25
Panagora Asset Management
Massachusetts
$3.94M +$1.95M +319,233 +99%