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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
226
Ashton Thomas Private Wealth
Arizona
$666K +$666K +17,186 New
VA
227
Vident Advisory
Georgia
$640K -$58.5K -1,510 -8%
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$637K +$5.23K +135 +0.8%
SCA
229
Sippican Capital Advisors
Massachusetts
$633K -$22.3K -575 -3%
IA
230
Inspire Advisors
Idaho
$604K +$403K +10,389 +200%
AG
231
Algert Global
California
$586K -$6.08M -156,880 -91%
MNBTD
232
Moody National Bank Trust Division
Texas
$581K
Jacobs Levy Equity Management
233
Jacobs Levy Equity Management
New Jersey
$552K -$1.63K -42 -0.3%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$536K -$7.95K -205 -1%
AI
235
Atria Investments
North Carolina
$526K -$362K -9,347 -41%
OAM
236
Oxford Asset Management
United Kingdom
$514K +$514K +13,265 New
CCIA
237
Campbell & Co Investment Adviser
Maryland
$502K -$442K -11,411 -47%
MPM
238
Meritage Portfolio Management
Kansas
$499K +$55.2K +1,423 +12%
PCM
239
Penserra Capital Management
California
$486K +$150K +3,882 +45%
GCP
240
GSA Capital Partners
United Kingdom
$480K +$480K +12,384 New
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
$473K +$26.2K +677 +6%
HighTower Advisors
242
HighTower Advisors
Illinois
$466K +$5.74K +148 +1%
AIP
243
Ameritas Investment Partners
Nebraska
$464K +$14.7K +379 +3%
CC
244
Capital Counsel
New York
$461K
Lazard Asset Management
245
Lazard Asset Management
New York
$452K -$419K -10,850 -48%
B
246
Bailard
California
$450K
CIC
247
Cornercap Investment Counsel
Georgia
$444K
SGI
248
Summit Global Investments
Utah
$444K -$12.7K -328 -3%
II
249
Inspire Investing
Idaho
$444K +$3.61K +93 +0.8%
Fidelity International
250
Fidelity International
Bermuda
$440K +$440K +11,362 New