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SM Energy
SM

Overview Fund Activity

260 hedge funds and large institutions have $3.05B invested in SM Energy in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 37 closing their positions.

Holders
260
Holders Change
+24
Holders Change %
+10.17%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
62
Increased
88
Reduced
87
Closed
37
Calls
$49.5M
Puts
$11.4M
Net Calls
+$38M
Net Calls Change
+$7.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.1M
3
RRAM
3
River Road Asset Management
Kentucky
$35.4M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$23.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$182M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
Goldman Sachs
4
Goldman Sachs
New York
$70.8M
5
SPC
5
Slate Path Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$567M 19,248,951 -246,001 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$407M 13,811,934 +2,522,063 +22%
State Street
3
State Street
Massachusetts
$182M 6,160,116 -2,007,471 -25%
JIM
4
JB Investments Management
Pennsylvania
$149M 5,053,651 +49,933 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M 3,604,689 -37,616 -1%
Millennium Management
6
Millennium Management
New York
$95.6M 3,242,209 +1,042,180 +47%
Goldman Sachs
7
Goldman Sachs
New York
$70.8M 2,400,948 -1,070,051 -31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$69.2M 2,346,440 +202,527 +9%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$54.3M 1,841,549 -348,828 -16%
First Trust Advisors
10
First Trust Advisors
Illinois
$54.1M 1,836,807 +1,315,566 +252%
AR
11
Advisory Research
Illinois
$50M 1,695,544 +631,694 +59%
Charles Schwab
12
Charles Schwab
California
$47.3M 1,604,517 -779,971 -33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$43.5M 1,475,497 +124,148 +9%
Ameriprise
14
Ameriprise
Minnesota
$43.1M 1,461,542 +650,887 +80%
Northern Trust
15
Northern Trust
Illinois
$37.5M 1,271,182 -1,299 -0.1%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$35.8M 1,215,881 -1,317,046 -52%
RRAM
17
River Road Asset Management
Kentucky
$35.4M 1,200,635 +1,200,635 New
Invesco
18
Invesco
Georgia
$34.9M 1,182,540 -51,114 -4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$33.9M 1,151,542 +173,078 +18%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$31.9M 1,082,964 +780 +0.1%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$31.4M 1,065,702 -718,500 -40%
ACG
22
Aventail Capital Group
New York
$30M 1,017,800 +527,809 +108%
GLA
23
Great Lakes Advisors
Illinois
$25.7M 873,188 +251,211 +40%
Principal Financial Group
24
Principal Financial Group
Iowa
$24.1M 819,025 -17,682 -2%
Morgan Stanley
25
Morgan Stanley
New York
$24.1M 817,490 +284,119 +53%
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