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SM Energy

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Balyasny Asset Management
251
Balyasny Asset Management
Illinois
$498K -$118K -2,740 -19%
VI
252
Vestcor Inc
New Brunswick, Canada
$489K
William Blair & Company
253
William Blair & Company
Illinois
$486K +$216K +5,000 +80%
AIP
254
Ameritas Investment Partners
Nebraska
$485K -$15.3K -354 -3%
TYCC
255
Texas Yale Capital Corp
Florida
$483K
BNP Paribas Financial Markets
256
BNP Paribas Financial Markets
France
$482K -$3.71M -85,803 -89%
KAS
257
Kestra Advisory Services
Texas
$478K -$9.34K -216 -2%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$477K +$13K +300 +3%
SEC
259
Seven Eight Capital
New York
$475K +$475K +10,991 New
TAM
260
Tocqueville Asset Management
New York
$466K -$127K -2,930 -21%
AACP
261
Advantage Alpha Capital Partners
California
$465K -$50.4K -1,167 -10%
HighTower Advisors
262
HighTower Advisors
Illinois
$459K +$36.8K +856 +9%
NRD
263
Nebula Research & Development
New York
$454K +$454K +10,503 New
MPM
264
Meritage Portfolio Management
Kansas
$453K -$259 -6 -0.1%
EA
265
Ellsworth Advisors
Ohio
$451K +$30.5K +705 +7%
B
266
Bailard
California
$419K
AI
267
AdvisorShares Investments
Maryland
$409K -$17.6K -404 -4%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$406K +$137K +3,163 +51%
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$395K -$12.6K -292 -3%
II
270
Inspire Investing
Idaho
$393K +$26.5K +613 +7%
MML Investors Services
271
MML Investors Services
Massachusetts
$367K -$39K -904 -10%
QCG
272
Quadrant Capital Group
Ohio
$359K +$35.7K +826 +11%
NMC
273
Nine Masts Capital
Hong Kong
$359K +$359K +8,300 New
CWP
274
CFM Wealth Partners
Texas
$355K
X
275
Xponance
Pennsylvania
$354K +$47.9K +1,107 +16%