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SM Energy

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
B
226
Bailard
California
$508K
LPL Financial
227
LPL Financial
California
$489K +$139K +3,515 +40%
DA
228
Duality Advisers
Florida
$479K +$479K +12,078 New
OAM
229
Oppenheimer Asset Management
New York
$478K -$5.23K -132 -1%
BC
230
Bridgefront Capital
Texas
$477K +$477K +12,030 New
AIP
231
Ameritas Investment Partners
Nebraska
$473K +$79.9K +2,016 +20%
CC
232
Capital Counsel
New York
$472K
Verition Fund Management
233
Verition Fund Management
Connecticut
$467K
EF
234
Empirical Finance
Pennsylvania
$464K +$66.3K +1,673 +17%
AT
235
American Trust
Kentucky
$457K -$110K -2,765 -19%
PI
236
PEAK6 Investments
Illinois
$456K -$1.19M -29,920 -72%
SAM
237
Shell Asset Management
Netherlands
$453K -$7.81K -197 -2%
P
238
Pitcairn
Pennsylvania
$446K +$45.4K +1,145 +11%
TYCC
239
Texas Yale Capital Corp
Florida
$443K
Point72 Asset Management
240
Point72 Asset Management
Connecticut
$434K +$434K +10,949 New
KAS
241
Kestra Advisory Services
Texas
$433K +$4.32K +109 +1%
MPM
242
Meritage Portfolio Management
Kansas
$431K -$14.2K -358 -3%
BMCM
243
Black Maple Capital Management
Wisconsin
$416K +$416K +10,500 New
WG
244
Winton Group
United Kingdom
$408K -$185K -4,674 -31%
AI
245
AdvisorShares Investments
Maryland
$392K +$392K +9,886 New
CIM
246
CIM Investment Management
Pennsylvania
$372K
Osaic Holdings
247
Osaic Holdings
Arizona
$362K +$173K +4,351 +91%
FP
248
Foundry Partners
Minnesota
$359K +$359K +9,050 New
VI
249
Vestcor Inc
New Brunswick, Canada
$351K +$351K +8,843 New
HighTower Advisors
250
HighTower Advisors
Illinois
$347K -$20.3K -509 -6%