SM Energy
310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.
19% more call options, than puts
Call options by funds: $67.1M | Put options by funds: $56.2M
14% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 44
11% more capital invested
Capital invested by funds: $3.71B → $4.13B (+$426M)
8% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 106
1% more funds holding
Funds holding: 308 → 310 (+2)
0.68% less ownership
Funds ownership: 90.34% → 89.66% (-0.68%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Aventail Capital Group
New York
|
+$32.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.2M |
| 3 |
JP Morgan Chase
New York
|
+$27M |
| 4 |
BlackRock
New York
|
+$26.6M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$32.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.9M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$13.8M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$10.6M |
SM Hedge Fund Activity: Q3 2022 in Review
310 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2022, worth a combined $4.13B — up 11% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SM positions and 44 closed out — a net gain of 6 holders — while 114 added to existing stakes and 106 trimmed.
The largest buyer was Aventail Capital Group, adding an estimated $32.4M. The largest seller was American Century Companies, cutting an estimated $32.1M.
- 310 institutional investors held SM Energy (SM) as of Q3 2022, up from 308 in Q2 2022.
- Funds reported $4.13B of SM Energy stock for Q3 2022, up 11% quarter-over-quarter.
- 50 funds opened new SM Energy positions in Q3 2022 and 44 closed out, a net change of +6 holders.
- The largest SM Energy buyer in Q3 2022 was Aventail Capital Group, an estimated $32.4M added.
- The largest SM Energy seller in Q3 2022 was American Century Companies, an estimated $32.1M sold.
Based on aggregated 13F filings for Q3 2022.