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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$435K
FRM
252
Fox Run Management
Connecticut
$433K +$433K +11,178 New
TYCC
253
Texas Yale Capital Corp
Florida
$433K
PAS
254
Park Avenue Securities
New York
$428K +$79.6K +2,054 +23%
KAS
255
Kestra Advisory Services
Texas
$424K -$8.3K -214 -2%
CWM
256
CIBC World Markets
New York
$415K +$415K +10,708 New
MML Investors Services
257
MML Investors Services
Massachusetts
$407K +$96.1K +2,477 +31%
EGM
258
Engineers Gate Manager
New York
$400K +$400K +10,326 New
IB
259
Intrust Bank
Kansas
$396K +$396K +10,229 New
DFCM
260
Dark Forest Capital Management
Puerto Rico
$385K +$385K +9,928 New
RAM
261
Readystate Asset Management
Illinois
$383K +$383K +9,881 New
VCA
262
Verdence Capital Advisors
Maryland
$372K +$3.1K +80 +0.8%
TSS
263
Two Sigma Securities
New York
$371K +$371K +9,578 New
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$365K +$57.3K +1,478 +19%
A
265
AlphaQuest
New York
$365K -$241K -6,227 -40%
BCI
266
Brinker Capital Investments
Pennsylvania
$360K -$216K -5,568 -37%
OPS
267
Orion Portfolio Solutions
Nebraska
$360K -$216K -5,568 -37%
DCM
268
DGS Capital Management
New Jersey
$355K -$68.2K -1,760 -16%
AA
269
ALPS Advisors
Colorado
$348K
TC
270
TwinBeech Capital
New York
$346K +$346K +8,929 New
FM
271
Foster & Motley
Ohio
$342K +$342K +8,833 New
MPWS
272
McCarter Private Wealth Services
Massachusetts
$340K
PP
273
Prudential plc
United Kingdom
$336K -$4.42K -114 -1%
Simplex Trading
274
Simplex Trading
Illinois
$330K +$330K +8,533 New
FCM
275
Fieldview Capital Management
Michigan
$329K +$329K +8,493 New