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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$539K -$183K -6,100 -25%
SG Americas Securities
227
SG Americas Securities
New York
$531K +$292K +9,751 +122%
IA
228
Inspire Advisors
Idaho
$530K +$63.9K +2,133 +14%
Lazard Asset Management
229
Lazard Asset Management
New York
$529K +$180K +6,021 +51%
CL
230
Choreo LLC
Illinois
$526K -$32.5K -1,085 -6%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$522K -$71.6K -2,389 -12%
Pictet Asset Management
232
Pictet Asset Management
Switzerland
$516K +$23.9K +797 +5%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$500K -$393K -13,133 -44%
MOACM
234
Mutual of America Capital Management
New York
$499K -$20.1K -670 -4%
A
235
AlphaQuest
New York
$483K +$201K +6,713 +71%
RAM
236
Readystate Asset Management
Illinois
$476K +$180K +6,018 +61%
SCA
237
Sippican Capital Advisors
Massachusetts
$468K -$21K -700 -4%
MNBTD
238
Moody National Bank Trust Division
Texas
$465K +$16K +534 +4%
VCA
239
Verdence Capital Advisors
Maryland
$453K +$165K +5,524 +58%
Corient Private Wealth
240
Corient Private Wealth
Florida
$446K -$216K -7,207 -33%
AI
241
Atria Investments
North Carolina
$441K +$34.4K +1,149 +8%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$437K -$170K -5,656 -28%
Jacobs Levy Equity Management
243
Jacobs Levy Equity Management
New Jersey
$426K – – –
TPI
244
Trust Point Inc
Wisconsin
$423K -$260K -8,681 -38%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$414K – – –
GAM
246
Gotham Asset Management
New York
$410K -$760K -25,386 -65%
AG
247
Algert Global
California
$400K -$52.7K -1,760 -12%
II
248
Inspire Investing
Idaho
$399K +$55.5K +1,854 +16%
PP
249
PDT Partners
New York
$388K -$517K -17,278 -57%
William Blair & Company
250
William Blair & Company
Illinois
$381K +$45.2K +1,508 +13%
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