SM icon

SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$58M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$62.9M
5
BlackRock
5
BlackRock
New York
$514M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$514M 19,494,952 -823,587 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M 11,289,871 +1,031,139 +10%
State Street
3
State Street
Massachusetts
$215M 8,167,587 -570,166 -7%
JIM
4
JB Investments Management
Pennsylvania
$132M 5,003,718 +92,574 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.1M 3,642,305 -19,794 -0.5%
Goldman Sachs
6
Goldman Sachs
New York
$91.6M 3,470,999 +847,599 +32%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$66.8M 2,532,927 +356,505 +16%
Charles Schwab
8
Charles Schwab
California
$62.9M 2,384,488 -889,530 -27%
Millennium Management
9
Millennium Management
New York
$58M 2,200,029 +1,307,941 +147%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$57.8M 2,190,377 -98,154 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$56.6M 2,143,913 -28,787 -1%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$47.1M 1,784,202 +207,500 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$35.6M 1,351,349 +47,336 +4%
Northern Trust
14
Northern Trust
Illinois
$33.6M 1,272,481 -255,442 -17%
Two Sigma Investments
15
Two Sigma Investments
New York
$32.7M 1,239,425 +28,504 +2%
Invesco
16
Invesco
Georgia
$32.5M 1,233,654 -445,951 -27%
SPC
17
Slate Path Capital
New York
$31.1M 1,180,000 – –
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$28.5M 1,082,184 -57,158 -5%
AR
19
Advisory Research
Illinois
$28.1M 1,063,850 +355,154 +50%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$25.8M 978,464 +892,314 +1,036%
Principal Financial Group
21
Principal Financial Group
Iowa
$22.1M 836,707 +65,405 +8%
Ameriprise
22
Ameriprise
Minnesota
$21.4M 810,655 +281,699 +53%
TAM
23
Telemark Asset Management
Massachusetts
$21.1M 800,000 -100,000 -11%
Allianz Asset Management
24
Allianz Asset Management
Germany
$20.9M 792,837 +748,800 +1,700%
Bank of America
25
Bank of America
North Carolina
$20.8M 789,372 -146,585 -16%
1
2 3 4 5