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SM Energy
SM

Overview Fund Activity

300 hedge funds and large institutions have $4.05B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+40
Holders Change %
+15.38%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
63
Increased
98
Reduced
105
Closed
21
Calls
$105M
Puts
$30.6M
Net Calls
+$74.8M
Net Calls Change
+$36.8M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$53.9M
2
Invesco
2
Invesco
Georgia
$86.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$35.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M

Top Sellers

1
JIM
1
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
2
Millennium Management
New York
$56.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.62M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$763M 19,579,955 +331,004 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$547M 14,038,853 +226,919 +2%
State Street
3
State Street
Massachusetts
$273M 7,002,705 +842,589 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$152M 3,897,988 +293,299 +8%
Goldman Sachs
5
Goldman Sachs
New York
$127M 3,249,967 +849,019 +35%
JIM
6
JB Investments Management
Pennsylvania
$88.2M 2,263,678 -2,789,973 -55%
Invesco
7
Invesco
Georgia
$86.8M 2,229,142 +1,046,602 +89%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$84.4M 2,166,887 -179,553 -8%
AR
9
Advisory Research
Illinois
$69.7M 1,790,411 +94,867 +6%
Ameriprise
10
Ameriprise
Minnesota
$62M 1,591,257 +129,715 +9%
Charles Schwab
11
Charles Schwab
California
$59.7M 1,533,492 -71,025 -4%
RRAM
12
River Road Asset Management
Kentucky
$58.3M 1,497,596 +296,961 +25%
Millennium Management
13
Millennium Management
New York
$56.9M 1,461,611 -1,780,598 -55%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$56.1M 1,440,804 -34,693 -2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$54.7M 1,403,390 +251,848 +22%
FCM
16
Frontier Capital Management
Massachusetts
$53.9M 1,383,044 +1,383,044 New
Northern Trust
17
Northern Trust
Illinois
$51.3M 1,316,423 +45,241 +4%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$49M 1,258,655 -582,894 -32%
Renaissance Technologies
19
Renaissance Technologies
New York
$46.1M 1,183,200 +948,900 +405%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$41.7M 1,071,135 +520,509 +95%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$41.3M 1,059,599 -156,282 -13%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$37.1M 935,722 -147,242 -14%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$36.3M 932,800 +127,052 +16%
Marshall Wace
24
Marshall Wace
United Kingdom
$35.5M 910,391 +910,391 New
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$32.9M 845,505 +766,169 +966%
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