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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$289M +$16.7M +1,022,582 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161M +$15.2M +927,024 +10%
State Street
3
State Street
Massachusetts
$138M +$35.4M +2,162,494 +35%
MRCP
4
Maple Rock Capital Partners
Ontario, Canada
$120M -$25.7M -1,570,964 -18%
JIM
5
JB Investments Management
Pennsylvania
$77.8M +$77.8M +4,754,587 New
Charles Schwab
6
Charles Schwab
California
$58.1M +$37.8M +2,308,767 +186%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48.5M +$21.7M +1,327,822 +81%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34M +$1.69M +103,310 +5%
PPA
9
Parametric Portfolio Associates
Washington
$33.6M -$430K -26,268 -1%
Goldman Sachs
10
Goldman Sachs
New York
$31.1M +$17.6M +1,073,317 +130%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$30.9M +$10.8M +659,500 +54%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$26.9M -$27.6M -1,684,310 -51%
SPC
13
Slate Path Capital
New York
$25.7M – – –
Invesco
14
Invesco
Georgia
$24.2M +$13.9M +847,563 +135%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$24.1M +$23.6M +1,441,631 +5,100%
Deutsche Bank
16
Deutsche Bank
Germany
$22.1M +$20.5M +1,250,629 +1,283%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.5M -$130K -7,915 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$20.7M +$6.48M +395,800 +46%
Northern Trust
19
Northern Trust
Illinois
$20.2M -$1.82M -110,998 -8%
Two Sigma Investments
20
Two Sigma Investments
New York
$19.8M +$5.46M +333,519 +38%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$19.4M -$158K -9,665 -0.8%
EECFI
22
EnCap Energy Capital Fund IX
Texas
$16.8M – – –
EP
23
Edgestream Partners
New Jersey
$15.8M +$14.6M +892,056 +1,184%
Bank of America
24
Bank of America
North Carolina
$14.9M +$12.9M +790,467 +665%
AR
25
Advisory Research
Illinois
$14.3M -$9.35M -571,336 -40%
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