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SM Energy
SM

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.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
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
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$678M +$30.3M +1,073,931 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M -$16.8M -595,245 -4%
State Street
3
State Street
Massachusetts
$210M -$4.48M -158,733 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$135M +$2.13M +75,408 +2%
FCM
5
Frontier Capital Management
Massachusetts
$108M +$12.7M +450,887 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$74.7M +$2.34M +82,813 +4%
RRAM
7
River Road Asset Management
Kentucky
$74M +$686K +24,299 +1%
Millennium Management
8
Millennium Management
New York
$71.3M -$278K -9,858 -0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$61.4M -$13.8M -487,318 -20%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$52.9M +$7.9M +279,777 +20%
Renaissance Technologies
11
Renaissance Technologies
New York
$51.2M +$1.51M +53,600 +3%
Goldman Sachs
12
Goldman Sachs
New York
$50.1M +$5.67M +200,768 +15%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$46.7M -$261K -9,243 -0.6%
American Century Companies
14
American Century Companies
Missouri
$46.3M +$3.86M +136,669 +10%
Charles Schwab
15
Charles Schwab
California
$46.2M +$2.03M +71,915 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$45.3M -$597K -21,140 -1%
Northern Trust
17
Northern Trust
Illinois
$44M -$3.65M -129,133 -8%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$40.5M -$10.4M -366,424 -22%
Invesco
19
Invesco
Georgia
$37.6M -$19.9M -706,049 -37%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$35.1M +$2.57M +90,800 +9%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$32.1M -$2.93M -103,590 -9%
PCM
22
Palisade Capital Management
New Jersey
$30.4M +$9.25M +327,248 +52%
First Trust Advisors
23
First Trust Advisors
Illinois
$29.7M -$361K -12,784 -1%
Morgan Stanley
24
Morgan Stanley
New York
$28.7M -$1.99M -70,333 -7%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$26.9M +$892K +31,558 +4%
1
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SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.