SM icon

SM Energy

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$462K -$426 -11 -0.1%
CC
227
Capital Counsel
New York
$461K
PI
228
PEAK6 Investments
Illinois
$456K +$10.3K +266 +2%
EF
229
Empirical Finance
Pennsylvania
$454K
KAS
230
Kestra Advisory Services
Texas
$447K +$23.9K +618 +6%
OAM
231
Oppenheimer Asset Management
New York
$446K -$20.2K -521 -4%
GAM
232
Gotham Asset Management
New York
$441K -$156K -4,025 -26%
TYCC
233
Texas Yale Capital Corp
Florida
$432K
MPM
234
Meritage Portfolio Management
Kansas
$430K +$8.83K +228 +2%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$422K +$99.3K +2,565 +31%
CANY
236
Caxton Associates (New York)
New York
$420K -$190K -4,898 -31%
AAM
237
Azzad Asset Management
Virginia
$394K +$394K +10,180 New
GCP
238
GSA Capital Partners
United Kingdom
$394K +$394K +10,188 New
HighTower Advisors
239
HighTower Advisors
Illinois
$393K +$55K +1,415 +16%
AT
240
American Trust
Kentucky
$389K -$57.2K -1,476 -13%
EGM
241
Engineers Gate Manager
New York
$388K -$550K -14,215 -59%
II
242
Inspire Investing
Idaho
$382K +$84.2K +2,174 +28%
AI
243
AdvisorShares Investments
Maryland
$378K -$4.41K -114 -1%
B
244
Bailard
California
$376K -$120K -3,100 -24%
BMCM
245
Black Maple Capital Management
Wisconsin
$368K -$38.7K -1,000 -10%
CIM
246
CIM Investment Management
Pennsylvania
$364K
MML Investors Services
247
MML Investors Services
Massachusetts
$356K +$356K +9,193 New
VA
248
Vident Advisory
Georgia
$355K +$25.4K +656 +8%
VI
249
Vestcor Inc
New Brunswick, Canada
$342K
SAM
250
Shell Asset Management
Netherlands
$339K -$103K -2,657 -23%