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SM Energy

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
251
Parallel Advisors
California
$11.5K +$9.38K +333 +432%
EWA
252
EverSource Wealth Advisors
Alabama
$10.1K +$6.37K +226 +170%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$9.29K -$56.4K -2,002 -86%
CCMW
254
Cypress Capital Management (Wyoming)
Wyoming
$8.73K
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$8.03K -$1.27K -45 -14%
C
256
Covestor
United Kingdom
$8K
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$6.59K +$1.92K +68 +41%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$5.8K -$1.86K -66 -24%
LF
259
Lee Financial
Texas
$5.21K -$229K -8,120 -98%
SPIA
260
Steward Partners Investment Advisory
New York
$4.22K
STCOSD
261
Sageworth Trust Company of South Dakota
South Dakota
$3.83K -$2.45K -87 -39%
BIA
262
Bell Investment Advisors
California
$3.83K +$2.37K +84 +162%
WAM
263
Worth Asset Management
Texas
$3.58K
GRP
264
Global Retirement Partners
California
$3.24K -$11.3K -440 -78%
IA
265
IFP Advisors
Florida
$3.09K -$32.3K -1,393 -91%
LC
266
Lindbrook Capital
California
$3.07K -$422 -15 -12%
Bessemer Group
267
Bessemer Group
New Jersey
$3K -$13.7K -501 -82%
BTI
268
Blue Trust Inc
Georgia
$3K +$1.99K +61 +197%
HCP
269
Hexagon Capital Partners
Arkansas
$2.99K +$2.51K +89 +524%
ST
270
Sageworth Trust
Pennsylvania
$2.84K
PTC
271
Private Trust Company
Ohio
$2.76K +$2.76K +98 New
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$2.48K
AF
273
Advisornet Financial
Minnesota
$2.28K +$648 +23 +40%
FRA
274
Front Row Advisors
California
$2K -$1.4K -51 -41%
PVH
275
Psagot Value Holdings
Israel
$2K +$2K +58 New