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SM Energy

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$44.3K
BC
252
Bartlett & Co
Ohio
$44K
UB
253
UMB Bank
Missouri
$32.2K +$17.2K +543 +114%
FHA
254
First Horizon Advisors
Tennessee
$30.4K +$2.37K +75 +8%
BAM
255
Byrne Asset Management
New Jersey
$30K
IA
256
IFP Advisors
Florida
$27.8K +$23.6K +747 +562%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$26.6K +$16.1K +510 +155%
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$25K +$3.9K +123 +18%
GWSA
259
Global Wealth Strategies & Associates
Colorado
$23.7K +$126 +4 +0.5%
WAM
260
Worth Asset Management
Texas
$23.5K +$19.5K +615 +484%
LFG
261
Larson Financial Group
Missouri
$21.5K
Nomura Asset Management
262
Nomura Asset Management
Japan
$19.6K
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$19K
CFB
264
Cullen/Frost Bankers
Texas
$15.8K
RFA
265
Register Financial Advisors
Georgia
$15.8K
PA
266
Parallel Advisors
California
$11.9K -$1.08K -34 -8%
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$10.8K +$3.42K +108 +46%
BG
268
Bollard Group
Massachusetts
$10K +$10K +302 New
CCMW
269
Cypress Capital Management (Wyoming)
Wyoming
$9.81K
PFBT
270
Parkside Financial Bank & Trust
Missouri
$9.17K +$2.66K +84 +41%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$9.02K
LC
272
Lindbrook Capital
California
$9.02K +$5.57K +176 +161%
C
273
Covestor
United Kingdom
$9K -$67 -2 -0.7%
HNB
274
Huntington National Bank
Ohio
$8.89K +$7.21K +228 +430%
AF
275
Allworth Financial
California
$6.65K +$5.57K +176 +518%