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SM Energy
SM

Overview Fund Activity

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$678M
2
ACG
2
Aventail Capital Group
New York
$21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.6M
4
PC
4
PointState Capital
New York
$17.2M
5
SCM
5
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
1
Palo Duro Investment Partners
Illinois
$0
2
Invesco
2
Invesco
Georgia
$37.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$678M 21,425,526 +1,073,931 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M 14,921,087 -595,245 -4%
State Street
3
State Street
Massachusetts
$210M 6,641,786 -158,733 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$135M 4,279,379 +75,408 +2%
FCM
5
Frontier Capital Management
Massachusetts
$108M 3,414,656 +450,887 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$74.7M 2,360,162 +82,813 +4%
RRAM
7
River Road Asset Management
Kentucky
$74M 2,339,347 +24,299 +1%
Millennium Management
8
Millennium Management
New York
$71.3M 2,253,592 -9,858 -0.4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$61.4M 1,940,101 -487,318 -20%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$52.9M 1,671,663 +279,777 +20%
Renaissance Technologies
11
Renaissance Technologies
New York
$51.2M 1,618,700 +53,600 +3%
Goldman Sachs
12
Goldman Sachs
New York
$50.1M 1,582,561 +200,768 +15%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$46.7M 1,476,593 -9,243 -0.6%
American Century Companies
14
American Century Companies
Missouri
$46.3M 1,463,727 +136,669 +10%
Charles Schwab
15
Charles Schwab
California
$46.2M 1,461,097 +71,915 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$45.3M 1,433,111 -21,140 -1%
Northern Trust
17
Northern Trust
Illinois
$44M 1,392,635 -129,133 -8%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$40.5M 1,280,709 -366,424 -22%
Invesco
19
Invesco
Georgia
$37.6M 1,189,023 -706,049 -37%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$35.1M 1,109,726 +90,800 +9%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$32.1M 1,016,262 -103,590 -9%
PCM
22
Palisade Capital Management
New Jersey
$30.4M 960,616 +327,248 +52%
First Trust Advisors
23
First Trust Advisors
Illinois
$29.7M 940,381 -12,784 -1%
Morgan Stanley
24
Morgan Stanley
New York
$28.7M 906,355 -70,333 -7%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$26.9M 851,101 +31,558 +4%
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