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SM Energy
SM

Overview Fund Activity

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.

Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$763M 20,286,857 +676,547 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568M 15,111,503 +224,029 +2%
State Street
3
State Street
Massachusetts
$219M 5,829,382 -235,677 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$152M 4,044,758 -48,468 -1%
Invesco
5
Invesco
Georgia
$121M 3,214,189 -201,730 -6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$92.6M 2,462,193 +685,812 +39%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$83.5M 2,219,618 +691,456 +45%
FCM
8
Frontier Capital Management
Massachusetts
$82.5M 2,193,475 +563,251 +35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$81M 2,153,271 +36,777 +2%
Marshall Wace
10
Marshall Wace
United Kingdom
$79.8M 2,121,523 -242,191 -10%
RRAM
11
River Road Asset Management
Kentucky
$73M 1,939,932 +166,836 +9%
Goldman Sachs
12
Goldman Sachs
New York
$72.9M 1,937,373 +41,268 +2%
ACG
13
Aventail Capital Group
New York
$68.6M 1,824,241 +822,701 +82%
First Trust Advisors
14
First Trust Advisors
Illinois
$61.8M 1,642,002 +57,307 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$57.4M 1,524,900 +156,400 +11%
Northern Trust
16
Northern Trust
Illinois
$55.7M 1,482,005 +195,838 +15%
AR
17
Advisory Research
Illinois
$55.2M 1,468,510 -181,803 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$53M 1,408,779 +36,075 +3%
Charles Schwab
19
Charles Schwab
California
$51.6M 1,372,211 -107,355 -7%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$48.9M 1,299,936 +331,890 +34%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$45.6M 1,211,281 -131,270 -10%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$39.6M 1,054,080 -18,722 -2%
Morgan Stanley
23
Morgan Stanley
New York
$38.4M 1,020,237 -39,671 -4%
HHAM
24
HITE Hedge Asset Management
Massachusetts
$34.1M 906,628 +27,064 +3%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$33.8M 900,000 -350,000 -28%
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