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SM Energy

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$6K +$2.84K +99 +90%
LF
277
Lee Financial
Texas
$5.85K
SPIA
278
Steward Partners Investment Advisory
New York
$4.75K
HCP
279
Hexagon Capital Partners
Arkansas
$4.14K +$791 +25 +24%
PTC
280
Private Trust Company
Ohio
$3.1K
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$2.78K
CAS
282
Coppell Advisory Solutions
Texas
$2.72K +$2.72K +87 New
BIA
283
Bell Investment Advisors
California
$2.56K -$1.74K -55 -40%
AF
284
Advisornet Financial
Minnesota
$2.5K -$63 -2 -2%
GA
285
GoalVest Advisory
New York
$2.37K +$2.37K +75 New
FRA
286
Front Row Advisors
California
$2K
CAM
287
ClariVest Asset Management
California
$2K +$706 +18 +55%
QC
288
Quent Capital
New York
$1.67K +$31 +1 +2%
JWA
289
JFS Wealth Advisors
Pennsylvania
$1.3K +$791 +25 +156%
M
290
MOTCO
Texas
$1.3K +$1.3K +41 New
2L
291
25 LLC
Missouri
$1.27K +$616 +18 +95%
GRP
292
Global Retirement Partners
California
$1.14K -$2.85K -90 -71%
BTI
293
Blue Trust Inc
Georgia
$1K -$2.83K -68 -74%
AW
294
Avion Wealth
Texas
$1K +$1K +37 New
CWA
295
Clearview Wealth Advisors
Oregon
$949 +$949 +30 New
CFGS
296
Concourse Financial Group Securities
Alabama
$854 +$253 +8 +42%
GWS
297
Glassman Wealth Services
Virginia
$822 -$601 -19 -42%
RFG
298
RFP Financial Group
Georgia
$791
SIC
299
SJS Investment Consulting
Ohio
$633 +$633 +20 New
PWMG
300
Prestige Wealth Management Group
New Jersey
$538