SM Energy
262 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, 89 reducing their positions, and 37 closing their positions.
332% more call options, than puts
Call options by funds: $49.5M | Put options by funds: $11.4M
68% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 37
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more capital invested
Capital invested by funds: $2.74B → $3.05B (+$313M)
10% more funds holding
Funds holding: 238 → 262 (+24)
0.44% less ownership
Funds ownership: 85.66% → 85.22% (-0.44%)
1% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$78.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$41.1M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$37.5M |
| 4 |
Millennium Management
New York
|
+$32.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$62.7M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$41.1M |
| 3 |
Two Sigma Investments
New York
|
-$33.8M |
| 4 |
Goldman Sachs
New York
|
-$33.4M |
| 5 |
SPC
Slate Path Capital
New York
|
-$31.1M |
SM Hedge Fund Activity: Q4 2021 in Review
262 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2021, worth a combined $3.05B — up 11% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SM positions and 37 closed out — a net gain of 25 holders — while 88 added to existing stakes and 89 trimmed.
The largest buyer was Vanguard Group, adding an estimated $78.7M. The largest seller was State Street, cutting an estimated $62.7M.
- 262 institutional investors held SM Energy (SM) as of Q4 2021, up from 238 in Q3 2021.
- Funds reported $3.05B of SM Energy stock for Q4 2021, up 11% quarter-over-quarter.
- 62 funds opened new SM Energy positions in Q4 2021 and 37 closed out, a net change of +25 holders.
- The largest SM Energy buyer in Q4 2021 was Vanguard Group, an estimated $78.7M added.
- The largest SM Energy seller in Q4 2021 was State Street, an estimated $62.7M sold.
Based on aggregated 13F filings for Q4 2021.