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SM Energy
SM

Overview Fund Activity

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 35 closing their positions.

Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$670M 19,610,310 +30,355 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$509M 14,887,474 +848,621 +6%
State Street
3
State Street
Massachusetts
$207M 6,065,059 -937,646 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$140M 4,093,226 +195,238 +5%
Invesco
5
Invesco
Georgia
$117M 3,415,919 +1,186,777 +53%
Marshall Wace
6
Marshall Wace
United Kingdom
$80.8M 2,363,714 +1,453,323 +160%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$72.4M 2,116,494 -50,393 -2%
Goldman Sachs
8
Goldman Sachs
New York
$64.8M 1,896,105 -1,353,862 -42%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$60.7M 1,776,381 +705,246 +66%
RRAM
10
River Road Asset Management
Kentucky
$60.6M 1,773,096 +275,500 +18%
AR
11
Advisory Research
Illinois
$56.4M 1,650,313 -140,098 -8%
FCM
12
Frontier Capital Management
Massachusetts
$55.7M 1,630,224 +247,180 +18%
First Trust Advisors
13
First Trust Advisors
Illinois
$54.2M 1,584,695 +857,665 +118%
American Century Companies
14
American Century Companies
Missouri
$53.7M 1,571,894 +751,035 +91%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$52.2M 1,528,162 +1,514,754 +11,297%
Ameriprise
16
Ameriprise
Minnesota
$50.7M 1,481,687 -109,570 -7%
Charles Schwab
17
Charles Schwab
California
$50.6M 1,479,566 -53,926 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$46.9M 1,372,704 -68,100 -5%
Renaissance Technologies
19
Renaissance Technologies
New York
$46.8M 1,368,500 +185,300 +16%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$45.9M 1,342,551 +83,896 +7%
Northern Trust
21
Northern Trust
Illinois
$44M 1,286,167 -30,256 -2%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$42.7M 1,250,000 +1,250,000 New
William Blair Investment Management
23
William Blair Investment Management
Illinois
$36.7M 1,072,802 +637,621 +147%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$36.5M 1,067,314 -336,076 -24%
Morgan Stanley
25
Morgan Stanley
New York
$36.2M 1,059,908 +558,414 +111%
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