SM Energy
340 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, 133 increasing their positions, 94 reducing their positions, and 34 closing their positions.
135% more call options, than puts
Call options by funds: $62.2M | Put options by funds: $26.5M
100% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 34
41% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 94
10% more funds holding
Funds holding: 310 → 340 (+30)
1.72% less ownership
Funds ownership: 89.63% → 87.92% (-1.7%)
9% less capital invested
Capital invested by funds: $4.13B → $3.76B (-$374M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$41.9M |
| 2 |
Millennium Management
New York
|
+$37.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$35.3M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$27.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Aventail Capital Group
New York
|
-$68.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$30.4M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
-$26.6M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$20M |
| 5 |
Goldman Sachs
New York
|
-$18.3M |
SM Hedge Fund Activity: Q4 2022 in Review
340 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2022, worth a combined $3.76B — down 9% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SM positions and 34 closed out — a net gain of 34 holders — while 133 added to existing stakes and 94 trimmed.
The largest buyer was GW&K Investment Management, adding an estimated $41.9M. The largest seller was Aventail Capital Group, exiting entirely with an estimated $68.6M sold.
- 340 institutional investors held SM Energy (SM) as of Q4 2022, up from 310 in Q3 2022.
- Funds reported $3.76B of SM Energy stock for Q4 2022, down 9% quarter-over-quarter.
- 68 funds opened new SM Energy positions in Q4 2022 and 34 closed out, a net change of +34 holders.
- The largest SM Energy buyer in Q4 2022 was GW&K Investment Management, an estimated $41.9M added.
- The largest SM Energy seller in Q4 2022 was Aventail Capital Group, an estimated $68.6M sold.
Based on aggregated 13F filings for Q4 2022.