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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$334K +$68.5K +1,768 +26%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$331K +$2.05K +53 +0.6%
Stifel Financial
253
Stifel Financial
Missouri
$327K +$327K +8,453 New
CG
254
Caprock Group
Idaho
$326K +$26.5K +684 +9%
WG
255
Winton Group
United Kingdom
$319K -$80K -2,067 -20%
CWP
256
CFM Wealth Partners
Texas
$318K – – –
AA
257
ALPS Advisors
Colorado
$305K -$19K -491 -6%
CGH
258
Crossmark Global Holdings
Texas
$304K -$24.2K -625 -7%
PTC
259
Petrus Trust Company
Texas
$299K +$299K +7,725 New
MWA
260
Meridian Wealth Advisors
Texas
$299K – – –
KIA
261
KLR Investment Advisors
Rhode Island
$279K +$279K +7,208 New
X
262
Xponance
Pennsylvania
$278K +$1.12K +29 +0.4%
PA
263
Profund Advisors
Maryland
$271K +$11K +285 +4%
Lido Advisors
264
Lido Advisors
California
$267K +$267K +6,894 New
VAM
265
Verity Asset Management
North Carolina
$263K -$10.3K -265 -4%
HWMA
266
Heritage Wealth Management (Arizona)
Arizona
$263K +$263K +6,794 New
QCG
267
Quadrant Capital Group
Ohio
$263K +$7.24K +187 +3%
MLICM
268
Metropolitan Life Insurance Company (MetLife)
New York
$260K -$12.3K -318 -5%
AA
269
AlphaMark Advisors
Kentucky
$258K -$30.2K -779 -10%
CI Investments Inc
270
CI Investments Inc
Ontario, Canada
$256K +$79.4K +2,050 +45%
PCMC
271
Paragon Capital Management (Colorado)
Colorado
$249K -$64.2K -1,658 -20%
QCM
272
QRG Capital Management
Illinois
$245K -$18K -464 -7%
VF
273
Vest Financial
Virginia
$244K +$244K +6,314 New
William Blair & Company
274
William Blair & Company
Illinois
$242K +$242K +6,250 New
NICM
275
Neo Ivy Capital Management
New York
$235K -$1.06M -27,522 -82%
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