SM Energy
390 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 163 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
5% more funds holding
Funds holding: 370 → 390 (+20)
3.5% more ownership
Funds ownership: 95.61% → 99.1% (+3.5%)
33% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 163
Holders
390
Holding in Top 10
7
Calls
$79.6M
Puts
$38.3M
Top Buyers
| 1 | +$153M | |
| 2 | +$71.4M | |
| 3 | +$44.3M | |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$22.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.3M |
Top Sellers
| 1 | -$67.6M | |
| 2 | -$53.9M | |
| 3 | -$19.6M | |
| 4 |
State Street
Boston,
Massachusetts
|
-$17.2M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$16.8M |