SM Energy
225 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.
233% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 18
152% more call options, than puts
Call options by funds: $36.8M | Put options by funds: $14.6M
56% more capital invested
Capital invested by funds: $1.62B → $2.53B (+$913M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
23% more funds holding
Funds holding: 183 → 225 (+42)
11% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 63
1.07% more ownership
Funds ownership: 86.33% → 87.4% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$51.3M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$30.1M |
| 3 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
+$17.4M |
| 4 |
Goldman Sachs
New York
|
+$14.1M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$110M |
| 2 |
EECFI
EnCap Energy Capital Fund IX
Houston,
Texas
|
-$16.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.8M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$11.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
SM Hedge Fund Activity: Q2 2021 in Review
225 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2021, worth a combined $2.53B — up 56% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SM positions and 18 closed out — a net gain of 42 holders — while 70 added to existing stakes and 63 trimmed.
The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Maple Rock Capital Partners, cutting an estimated $110M.
- 225 institutional investors held SM Energy (SM) as of Q2 2021, up from 183 in Q1 2021.
- Funds reported $2.53B of SM Energy stock for Q2 2021, up 56% quarter-over-quarter.
- 60 funds opened new SM Energy positions in Q2 2021 and 18 closed out, a net change of +42 holders.
- The largest SM Energy buyer in Q2 2021 was BlackRock, an estimated $51.3M added.
- The largest SM Energy seller in Q2 2021 was Maple Rock Capital Partners, an estimated $110M sold.
Based on aggregated 13F filings for Q2 2021.