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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
251
Polymer Capital Management
New York
$381K +$381K +12,729 New
MPM
252
Meritage Portfolio Management
Kansas
$370K -$15.3K -512 -4%
FRM
253
Fox Run Management
Connecticut
$367K +$32.4K +1,082 +10%
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$366K -$477K -15,911 -57%
CC
255
Capital Counsel
New York
$357K – – –
HighTower Advisors
256
HighTower Advisors
Illinois
$348K -$11.4K -379 -3%
MM
257
MQS Management
New York
$348K +$348K +11,618 New
B
258
Bailard
California
$347K -$270 -9 -0.1%
AIP
259
Ameritas Investment Partners
Nebraska
$347K -$11.8K -395 -3%
FNA
260
First National Advisers
Nebraska
$339K +$339K +11,318 New
Fidelity International
261
Fidelity International
Bermuda
$336K -$3.92K -131 -1%
TYCC
262
Texas Yale Capital Corp
Florida
$335K – – –
MML Investors Services
263
MML Investors Services
Massachusetts
$330K +$15.5K +518 +5%
KAS
264
Kestra Advisory Services
Texas
$329K +$1.17K +39 +0.4%
Wolverine Trading
265
Wolverine Trading
Illinois
$307K +$307K +10,440 New
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$303K +$303K +10,317 New
PS
267
Principal Securities
Iowa
$269K – – –
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$264K -$18.3K -610 -6%
MPWS
269
McCarter Private Wealth Services
Massachusetts
$263K – – –
SI
270
Stephens Inc
Arkansas
$260K +$260K +8,695 New
X
271
Xponance
Pennsylvania
$260K +$15.5K +516 +6%
AG
272
AIA Group
Hong Kong
$258K +$63.7K +2,128 +33%
CGH
273
Crossmark Global Holdings
Texas
$250K +$28.2K +941 +13%
BCI
274
Brinker Capital Investments
Pennsylvania
$248K -$30.3K -1,010 -11%
OPS
275
Orion Portfolio Solutions
Nebraska
$248K -$30.3K -1,010 -11%
9 10
11
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