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SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
2
Millennium Management
New York
$48.5M
3
State Street
3
State Street
Massachusetts
$233M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$0
2
ECA
2
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.8M
4
GLA
4
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
5
Goldman Sachs
New York
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$716M 20,555,732 +268,875 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$543M 15,599,887 +488,384 +3%
State Street
3
State Street
Massachusetts
$233M 6,677,641 +848,259 +15%
Invesco
4
Invesco
Georgia
$117M 3,351,793 +137,604 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$90.8M 2,607,292 +145,099 +6%
FCM
6
Frontier Capital Management
Massachusetts
$89.9M 2,581,905 +388,430 +18%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$82.9M 2,381,409 +161,791 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$76.5M 2,197,543 +44,272 +2%
RRAM
9
River Road Asset Management
Kentucky
$72.4M 2,079,382 +139,450 +7%
Marshall Wace
10
Marshall Wace
United Kingdom
$65.7M 1,886,025 -235,498 -11%
Renaissance Technologies
11
Renaissance Technologies
New York
$53.6M 1,537,600 +12,700 +0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$52.9M 1,519,800 +111,021 +8%
Northern Trust
13
Northern Trust
Illinois
$52.7M 1,514,497 +32,492 +2%
Goldman Sachs
14
Goldman Sachs
New York
$52.2M 1,497,485 -439,888 -23%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$50M 1,436,360 +661,226 +85%
AR
16
Advisory Research
Illinois
$48.8M 1,401,845 -66,665 -5%
Millennium Management
17
Millennium Management
New York
$48.5M 1,391,860 +897,855 +182%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$48.2M 1,385,102 +85,166 +7%
Charles Schwab
19
Charles Schwab
California
$46.2M 1,326,273 -45,938 -3%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$44M 1,264,199 +52,918 +4%
GKIM
21
GW&K Investment Management
Massachusetts
$39.1M 1,122,600 +1,007,507 +875%
American Century Companies
22
American Century Companies
Missouri
$36.8M 1,057,000 +301,444 +40%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$35.4M 1,015,776 -38,304 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$31.8M 911,682 -730,320 -44%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$28.6M 820,155 +350,054 +74%
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