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SM Energy
SM

Overview Fund Activity

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$85.7M
2
CCM
2
Channing Capital Management
Illinois
$46.5M
3
Invesco
3
Invesco
Georgia
$81.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$57.4M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$37.2K
2
BlackRock
2
BlackRock
New York
$803M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$19.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$31.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$803M 20,243,373 -1,182,153 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$575M 14,492,397 -428,690 -3%
State Street
3
State Street
Massachusetts
$253M 6,384,246 -257,540 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M 5,015,952 +736,573 +17%
FCM
5
Frontier Capital Management
Massachusetts
$137M 3,453,635 +38,979 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$97.2M 2,452,401 +92,239 +4%
RRAM
7
River Road Asset Management
Kentucky
$90.4M 2,278,745 -60,602 -3%
Millennium Management
8
Millennium Management
New York
$89.7M 2,262,078 +8,486 +0.4%
Macquarie Group
9
Macquarie Group
Australia
$85.7M 2,160,497 +1,727,140 +399%
Invesco
10
Invesco
Georgia
$81.5M 2,054,503 +865,480 +73%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$73.3M 1,848,799 -91,302 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$64.5M 1,625,500 +6,800 +0.4%
American Century Companies
13
American Century Companies
Missouri
$61.4M 1,547,315 +83,588 +6%
Charles Schwab
14
Charles Schwab
California
$60.6M 1,528,322 +67,225 +5%
Goldman Sachs
15
Goldman Sachs
New York
$58.2M 1,467,802 -114,759 -7%
Morgan Stanley
16
Morgan Stanley
New York
$57.4M 1,446,714 +540,359 +60%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$55.6M 1,403,489 -29,622 -2%
Northern Trust
18
Northern Trust
Illinois
$54.7M 1,380,192 -12,443 -0.9%
CCM
19
Channing Capital Management
Illinois
$46.5M 1,172,549 +1,172,549 New
Ameriprise
20
Ameriprise
Minnesota
$46.1M 1,163,332 +358,253 +44%
PCM
21
Palisade Capital Management
New Jersey
$43.7M 1,103,166 +142,550 +15%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$40.9M 1,032,446 -77,280 -7%
First Trust Advisors
23
First Trust Advisors
Illinois
$34.8M 878,758 -61,623 -7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$31.2M 788,108 -688,485 -47%
GKIM
25
GW&K Investment Management
Massachusetts
$28.1M 708,963 -26,153 -4%
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