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SM Energy

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MPM
251
Meritage Portfolio Management
Kansas
$458K +$38.6K +965 +9%
II
252
Inspire Investing
Idaho
$454K +$91K +2,277 +25%
William Blair & Company
253
William Blair & Company
Illinois
$449K -$999 -25 -0.2%
TYCC
254
Texas Yale Capital Corp
Florida
$446K
KAS
255
Kestra Advisory Services
Texas
$446K +$4K +100 +0.9%
TI
256
Tidal Investments
Wisconsin
$445K +$445K +11,123 New
PTC
257
Petrus Trust Company
Texas
$438K +$241K +6,037 +123%
DCM
258
DGS Capital Management
New Jersey
$436K +$205K +5,119 +88%
MHI
259
Miller Howard Investments
New York
$435K +$223K +5,582 +105%
GC
260
Guggenheim Capital
Illinois
$433K -$293K -7,340 -40%
QC
261
Quantedge Capital
Singapore
$412K -$2.56M -64,000 -86%
FNA
262
First National Advisers
Nebraska
$406K +$83.4K +2,087 +26%
AI
263
AdvisorShares Investments
Maryland
$401K +$26.5K +664 +7%
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$397K -$123K -3,092 -24%
AC
265
Aristeia Capital
Connecticut
$394K +$394K +9,849 New
SFM
266
Systematic Financial Management
New Jersey
$385K +$385K +9,641 New
VCA
267
Verdence Capital Advisors
Maryland
$381K -$2.49M -62,314 -87%
LCWP
268
Legacy Capital Wealth Partners
Arkansas
$380K +$380K +9,498 New
BC
269
Bridgefront Capital
Texas
$375K +$375K +9,386 New
PAS
270
Park Avenue Securities
New York
$360K -$149K -3,724 -29%
AA
271
ALPS Advisors
Colorado
$359K +$54.4K +1,362 +18%
NC
272
nVerses Capital
Florida
$356K +$220K +5,500 +162%
PP
273
Prudential plc
United Kingdom
$351K +$351K +8,793 New
MPWS
274
McCarter Private Wealth Services
Massachusetts
$351K +$351K +8,778 New
PCM
275
Penserra Capital Management
California
$346K +$41.3K +1,035 +14%