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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Capstone Investment Advisors
251
Capstone Investment Advisors
New York
$346K +$346K +8,725 New
Simplex Trading
252
Simplex Trading
Illinois
$341K -$553K -13,970 -62%
VA
253
Vident Advisory
Georgia
$338K +$338K +8,517 New
Neuberger Berman Group
254
Neuberger Berman Group
New York
$337K +$39.8K +1,005 +13%
CGH
255
Crossmark Global Holdings
Texas
$333K -$14.9K -379 -4%
AA
256
ALPS Advisors
Colorado
$332K +$332K +8,380 New
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$331K +$331K +8,342 New
CWP
258
CFM Wealth Partners
Texas
$325K
EIP
259
Energy Income Partners
Connecticut
$324K +$33.5K +845 +12%
MS
260
Maven Securities
Jersey
$321K +$321K +8,096 New
PCMC
261
Paragon Capital Management (Colorado)
Colorado
$321K -$14K -354 -4%
N
262
Numerai
California
$317K -$2.23M -56,231 -88%
BHCM
263
Brevan Howard Capital Management
Jersey
$311K -$220K -5,547 -41%
RAM
264
Readystate Asset Management
Illinois
$307K -$74K -1,867 -19%
Voloridge Investment Management
265
Voloridge Investment Management
Florida
$306K -$17.1M -431,936 -98%
CG
266
Caprock Group
Idaho
$306K -$6.9K -174 -2%
MWA
267
Meridian Wealth Advisors
Texas
$306K
II
268
Inspire Investing
Idaho
$305K -$86.9K -2,192 -22%
VRS
269
Virginia Retirement Systems
Virginia
$305K -$222K -5,600 -42%
IWC
270
Integrated Wealth Concepts
Massachusetts
$299K +$299K +7,534 New
NRD
271
Nebula Research & Development
New York
$298K +$298K +7,505 New
AA
272
AlphaMark Advisors
Kentucky
$295K +$295K +7,435 New
X
273
Xponance
Pennsylvania
$284K +$2.5K +63 +0.9%
VAM
274
Verity Asset Management
North Carolina
$280K +$280K +7,063 New
MLICM
275
Metropolitan Life Insurance Company (MetLife)
New York
$279K +$15.3K +385 +6%