SM Energy
308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 36 closing their positions.
63% more call options, than puts
Call options by funds: $67.2M | Put options by funds: $41.3M
33% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 36
4.51% more ownership
Funds ownership: 85.82% → 90.34% (+4.5%)
2% more funds holding
Funds holding: 301 → 308 (+7)
6% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 108
8% less capital invested
Capital invested by funds: $4.05B → $3.71B (-$342M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Prelude Capital Management
New York
|
+$81.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$61.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$59.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$50.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$55M |
| 2 |
State Street
Boston,
Massachusetts
|
-$38.1M |
| 3 |
Millennium Management
New York
|
-$36.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$21.8M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$20M |
SM Hedge Fund Activity: Q2 2022 in Review
308 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2022, worth a combined $3.71B — down 8.4% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SM positions and 36 closed out — a net gain of 12 holders — while 115 added to existing stakes and 108 trimmed.
The largest buyer was Prelude Capital Management, opening a new position worth an estimated $81.3M. The largest seller was Goldman Sachs, cutting an estimated $55M.
- 308 institutional investors held SM Energy (SM) as of Q2 2022, up from 301 in Q1 2022.
- Funds reported $3.71B of SM Energy stock for Q2 2022, down 8.4% quarter-over-quarter.
- 48 funds opened new SM Energy positions in Q2 2022 and 36 closed out, a net change of +12 holders.
- The largest SM Energy buyer in Q2 2022 was Prelude Capital Management, an estimated $81.3M added.
- The largest SM Energy seller in Q2 2022 was Goldman Sachs, an estimated $55M sold.
Based on aggregated 13F filings for Q2 2022.