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SM Energy

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$15K -$414 -12 -3%
EWA
277
EverSource Wealth Advisors
Alabama
$11K
CCMW
278
Cypress Capital Management (Wyoming)
Wyoming
$11K
C
279
Covestor
United Kingdom
$11K +$10.4K +308 +1,812%
STCOSD
280
Sageworth Trust Company of South Dakota
South Dakota
$10K -$1.85K -52 -16%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$9K +$502 +15 +6%
S
282
SignatureFD
Georgia
$9K +$6.49K +194 +259%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$6K +$459 +13 +8%
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$5.46K -$6.86K -177,432 -56%
CFGS
285
Concourse Financial Group Securities
Alabama
$5K -$90.8K -2,777 -95%
GIA
286
GHP Investment Advisors
Colorado
$5K
LC
287
Lindbrook Capital
California
$5K +$409 +13 +9%
QCG
288
Quadrant Capital Group
Ohio
$5K +$710 +22 +17%
WWM
289
Wagner Wealth Management
South Carolina
$4K +$4K +109 New
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$4K +$3.49K +123 +683%
UB
291
UMB Bank
Missouri
$3K
ST
292
Sageworth Trust
Pennsylvania
$3K
CFN
293
Cordasco Financial Network
Florida
$3K
PA
294
Parallel Advisors
California
$3K +$203 +5 +7%
GRP
295
Global Retirement Partners
California
$3K +$1.2K +30 +67%
JWA
296
JFS Wealth Advisors
Pennsylvania
$3K +$1.6K +41 +114%
QC
297
Quent Capital
New York
$2K +$2K +52 New
SC
298
Schubert & Co
Texas
$2K +$1.5K +54 +300%
AF
299
Advisornet Financial
Minnesota
$2K +$2K +58 New
GWM
300
Geneos Wealth Management
Colorado
$1K