SM Energy
302 hedge funds and large institutions have $4.08B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 21 closing their positions.
244% more call options, than puts
Call options by funds: $105M | Put options by funds: $30.6M
200% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 21
33% more capital invested
Capital invested by funds: $3.05B → $4.08B (+$1.02B)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
15% more funds holding
Funds holding: 262 → 302 (+40)
0.6% more ownership
Funds ownership: 85.22% → 85.82% (+0.6%)
8% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$49.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$37.7M |
| 3 |
Renaissance Technologies
New York
|
+$34.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$32.8M |
| 5 |
Goldman Sachs
New York
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
JB Investments Management
Phoenixville,
Pennsylvania
|
-$101M |
| 2 |
Millennium Management
New York
|
-$64.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$40M |
| 4 |
D.E. Shaw & Co
New York
|
-$21M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19.6M |
SM Hedge Fund Activity: Q1 2022 in Review
302 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q1 2022, worth a combined $4.08B — up 33% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SM positions and 21 closed out — a net gain of 42 holders — while 98 added to existing stakes and 106 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $49.8M. The largest seller was JB Investments Management, cutting an estimated $101M.
- 302 institutional investors held SM Energy (SM) as of Q1 2022, up from 262 in Q4 2021.
- Funds reported $4.08B of SM Energy stock for Q1 2022, up 33% quarter-over-quarter.
- 63 funds opened new SM Energy positions in Q1 2022 and 21 closed out, a net change of +42 holders.
- The largest SM Energy buyer in Q1 2022 was Frontier Capital Management, an estimated $49.8M added.
- The largest SM Energy seller in Q1 2022 was JB Investments Management, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2022.