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SM Energy

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
226
Energy Income Partners
Connecticut
$178K +$44.1K +1,566 +33%
NA
227
NewEdge Advisors
Louisiana
$150K +$9.29K +330 +7%
Osaic Holdings
228
Osaic Holdings
Arizona
$128K +$27K +958 +27%
CMF
229
Counterpoint Mutual Funds
California
$110K +$110K +3,911 New
BAMF
230
BI Asset Management Fondsmaeglerselskab
Denmark
$110K +$55K +1,947 +100%
MAM
231
Meeder Asset Management
Ohio
$77.1K
DCM
232
Dupont Capital Management
Delaware
$76.6K -$530K -18,818 -87%
QCG
233
Quadrant Capital Group
Ohio
$75.8K +$23K +816 +44%
UAML
234
US Asset Management LLC
Pennsylvania
$71K -$954 -34 -1%
Simplex Trading
235
Simplex Trading
Illinois
$56K +$56K +1,995 New
S
236
SignatureFD
Georgia
$52.1K +$27K +958 +107%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$39.4K
BC
238
Bartlett & Co
Ohio
$39K
BAM
239
Byrne Asset Management
New Jersey
$26K -$20.7K -750 -44%
FHA
240
First Horizon Advisors
Tennessee
$25K +$25K +886 New
BAM
241
Belpointe Asset Management
Nevada
$23.4K +$4.22K +150 +22%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$22K -$1.63K -57 -7%
GWSA
243
Global Wealth Strategies & Associates
Colorado
$21K +$21K +745 New
LFG
244
Larson Financial Group
Missouri
$19.1K
CI Investments Inc
245
CI Investments Inc
Ontario, Canada
$19K +$1.71K +60 +10%
Nomura Asset Management
246
Nomura Asset Management
Japan
$17.5K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$16.9K -$1.41K -50 -8%
CFB
248
Cullen/Frost Bankers
Texas
$14.1K
RFA
249
Register Financial Advisors
Georgia
$14.1K
UB
250
UMB Bank
Missouri
$13.4K +$10.6K +375 +375%