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SM Energy

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
226
Azzad Asset Management
Virginia
$666K +$158K +3,171 +31%
TCM
227
Teza Capital Management
Illinois
$651K -$1.21M -24,179 -65%
CAN
228
Cetera Advisor Networks
California
$640K +$349K +6,995 +120%
Nomura Holdings
229
Nomura Holdings
Japan
$595K +$595K +11,930 New
AACP
230
Advantage Alpha Capital Partners
California
$594K -$54.5K -1,094 -8%
CC
231
Capital Counsel
New York
$593K
EF
232
Empirical Finance
Pennsylvania
$584K
AIP
233
Ameritas Investment Partners
Nebraska
$576K -$18K -362 -3%
VI
234
Vestcor Inc
New Brunswick, Canada
$564K +$123K +2,470 +28%
KAS
235
Kestra Advisory Services
Texas
$562K -$12.8K -257 -2%
TYCC
236
Texas Yale Capital Corp
Florida
$557K
DTL
237
Dynamic Technology Lab
Singapore
$551K +$551K +11,046 New
Man Group
238
Man Group
United Kingdom
$550K -$637K -12,780 -54%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$536K -$8.08K -162 -1%
QC
240
Quadrature Capital
United Kingdom
$531K -$152K -3,054 -22%
MPM
241
Meritage Portfolio Management
Kansas
$523K -$30.4K -610 -5%
Stifel Financial
242
Stifel Financial
Missouri
$519K +$97.9K +1,963 +23%
PAS
243
Park Avenue Securities
New York
$514K +$216K +4,334 +73%
OAM
244
Oppenheimer Asset Management
New York
$499K -$75.1K -1,506 -13%
EA
245
Ellsworth Advisors
Ohio
$493K +$493K +9,717 New
AI
246
AdvisorShares Investments
Maryland
$487K
B
247
Bailard
California
$484K
HighTower Advisors
248
HighTower Advisors
Illinois
$483K -$14.1K -286 -3%
AT
249
American Trust
Kentucky
$470K -$30.3K -607 -6%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$470K +$40.5K +813 +9%