SM icon

SM Energy
SM

Overview Fund Activity

362 hedge funds and large institutions have $2.82B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 123 reducing their positions, and 66 closing their positions.

Holders
362
Holders Change
-37
Holders Change %
-9.27%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
123
Closed
66
Calls
$38.4M
Puts
$18.3M
Net Calls
+$20.1M
Net Calls Change
-$5.52M

Top Buyers

1
BlackRock
1
BlackRock
New York
$492M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
Macquarie Group
3
Macquarie Group
Australia
$84.9M
4
WP
4
Woodline Partners
California
$20.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$26.7M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$6.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$83.4M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$492M 19,902,380 +2,194,117 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M 14,843,403 -426,040 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M 5,890,818 -416,498 -7%
State Street
4
State Street
Massachusetts
$142M 5,736,438 -612,692 -10%
American Century Companies
5
American Century Companies
Missouri
$104M 4,209,870 +300,866 +8%
WHG
6
Westwood Holdings Group
Texas
$92.2M 3,731,350 +524,105 +16%
Macquarie Group
7
Macquarie Group
Australia
$84.9M 3,433,901 +955,318 +39%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$83.4M 3,374,092 -893,033 -21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67M 2,710,106 +17,930 +0.7%
Invesco
10
Invesco
Georgia
$56.6M 2,289,314 +415,454 +22%
RRAM
11
River Road Asset Management
Kentucky
$48M 1,738,150 -19,940 -1%
Morgan Stanley
12
Morgan Stanley
New York
$38.2M 1,545,023 +252,433 +20%
Citadel Advisors
13
Citadel Advisors
Florida
$35.6M 1,440,204 -976,878 -40%
Northern Trust
14
Northern Trust
Illinois
$32.5M 1,315,130 -83,261 -6%
First Trust Advisors
15
First Trust Advisors
Illinois
$32.4M 1,311,420 -306,074 -19%
Charles Schwab
16
Charles Schwab
California
$31.8M 1,288,783 +56,679 +5%
PCM
17
Palisade Capital Management
New Jersey
$29.2M 1,181,890 -45,005 -4%
Bank of America
18
Bank of America
North Carolina
$28.3M 1,144,052 +204,512 +22%
Millennium Management
19
Millennium Management
New York
$26.9M 1,088,236 -796,300 -42%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$26.7M 1,082,414 +699,115 +182%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.7M 1,081,835 -100,630 -9%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$25.2M 1,018,960 +1,018,960 New
CAM
23
Congress Asset Management
Massachusetts
$25M 1,011,071 -248,556 -20%
NL
24
Nuveen LLC
North Carolina
$21.8M 883,186 +251,816 +40%
Fisher Asset Management
25
Fisher Asset Management
Washington
$21.3M 861,301 -575 -0.1%
1
2 3 4 5