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SM Energy
SM

Overview Fund Activity

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74M
3
Jane Street
3
Jane Street
New York
$24M
4
HF
4
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$158K
2
FCM
2
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
4
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Guggenheim Capital
Illinois
$785K +$11K +254 +1%
DT
227
Diversified Trust
Tennessee
$782K +$71.7K +1,658 +10%
Stifel Financial
228
Stifel Financial
Missouri
$780K +$329K +7,621 +73%
ProShare Advisors
229
ProShare Advisors
Maryland
$771K -$239K -5,537 -24%
GAM
230
Gotham Asset Management
New York
$751K +$31.4K +727 +4%
SCA
231
Sippican Capital Advisors
Massachusetts
$732K -$4.32K -100 -0.6%
Nomura Holdings
232
Nomura Holdings
Japan
$714K +$198K +4,584 +38%
VA
233
Vident Advisory
Georgia
$712K +$319K +7,378 +81%
P
234
Pitcairn
Pennsylvania
$705K +$36.4K +843 +5%
MNBTD
235
Moody National Bank Trust Division
Texas
$648K – – –
Pictet Asset Management
236
Pictet Asset Management
Switzerland
$637K +$29K +670 +5%
TI
237
Trexquant Investment
Connecticut
$632K +$632K +14,625 New
CC
238
Capital Counsel
New York
$623K +$108K +2,500 +21%
MAM
239
Martingale Asset Management
Massachusetts
$607K -$34.3K -794 -5%
CIP
240
Cornerstone Investment Partners
Georgia
$606K -$1.47K -34 -0.2%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$606K – – –
Squarepoint
242
Squarepoint
New York
$582K -$5.53M -127,805 -90%
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$566K -$2.29M -52,879 -80%
PCM
244
Prelude Capital Management
New York
$555K +$555K +12,841 New
PAS
245
Park Avenue Securities
New York
$550K +$104K +2,414 +23%
QCM
246
Qsemble Capital Management
New York
$530K +$530K +12,250 New
OAM
247
Oppenheimer Asset Management
New York
$515K +$81.4K +1,884 +19%
SGI
248
Summit Global Investments
Utah
$509K +$509K +11,780 New
Verition Fund Management
249
Verition Fund Management
Connecticut
$509K -$766K -17,727 -60%
AG
250
Algert Global
California
$504K -$8.9M -205,919 -95%
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10
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