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SM Energy
SM

Overview Fund Activity

388 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, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
251
MML Investors Services
Massachusetts
$469K +$10.4K +209 +2%
CIM
252
CIM Investment Management
Pennsylvania
$468K – – –
VA
253
Vident Advisory
Georgia
$453K -$4.39K -88 -1%
CT
254
ClearAlpha Technologies
Connecticut
$442K +$442K +8,876 New
Los Angeles Capital Management
255
Los Angeles Capital Management
California
$442K -$1.36M -27,227 -75%
KI
256
Kapitalo Investimentos
Brazil
$434K +$232K +4,650 +115%
Capstone Investment Advisors
257
Capstone Investment Advisors
New York
$428K +$428K +8,593 New
II
258
Inspire Investing
Idaho
$422K -$70.2K -1,408 -14%
CWP
259
CFM Wealth Partners
Texas
$409K – – –
CGH
260
Crossmark Global Holdings
Texas
$398K +$6.23K +125 +2%
MWA
261
Meridian Wealth Advisors
Texas
$385K – – –
AA
262
ALPS Advisors
Colorado
$382K -$11.5K -230 -3%
QCG
263
Quadrant Capital Group
Ohio
$373K +$34.7K +696 +10%
CG
264
Caprock Group
Idaho
$370K -$48.8K -979 -12%
BCM
265
Bayesian Capital Management
New York
$368K +$368K +7,373 New
FNA
266
First National Advisers
Nebraska
$366K +$366K +7,346 New
Lido Advisors
267
Lido Advisors
California
$364K +$19.8K +398 +6%
OAM
268
Oxford Asset Management
United Kingdom
$359K +$359K +7,203 New
PCM
269
Penserra Capital Management
California
$356K +$297K +5,960 +502%
X
270
Xponance
Pennsylvania
$353K -$4.84K -97 -1%
SAM
271
Shell Asset Management
Netherlands
$344K -$34.7K -803 -9%
HWMA
272
Heritage Wealth Management (Arizona)
Arizona
$334K -$4.59K -92 -1%
PA
273
Profund Advisors
Maryland
$332K -$16.7K -335 -5%
CM
274
Capula Management
Cayman Islands
$329K +$329K +6,599 New
SC
275
Shay Capital
New York
$324K +$324K +6,500 New
9 10
11
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