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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
276
AXQ Capital
New Jersey
$278K +$278K +7,000 New
Janney Montgomery Scott
277
Janney Montgomery Scott
Pennsylvania
$272K +$272K +6,853 New
QCM
278
QRG Capital Management
Illinois
$270K +$270K +6,800 New
SWS
279
SYSTM Wealth Solutions
Illinois
$269K -$83.4K -2,103 -24%
PA
280
Profund Advisors
Maryland
$266K -$15.8K -398 -6%
QCG
281
Quadrant Capital Group
Ohio
$261K +$63K +1,588 +32%
SSA
282
Schonfeld Strategic Advisors
New York
$258K +$258K +6,509 New
MF
283
Magnetar Financial
Illinois
$248K +$248K +6,262 New
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$248K +$248K +6,250 New
KI
285
Kapitalo Investimentos
Brazil
$245K +$245K +6,176 New
VT
286
Vise Technologies
New York
$238K +$238K +6,013 New
CHP
287
Cable Hill Partners
Oregon
$235K +$235K +5,919 New
JPMPWA
288
J.P. Morgan Private Wealth Advisors
California
$233K -$62.6K -1,579 -21%
SCM
289
Shelton Capital Management
Colorado
$230K +$230K +5,795 New
DekaBank Deutsche Girozentrale
290
DekaBank Deutsche Girozentrale
Germany
$229K +$229K +5,738 New
AAM
291
Auxier Asset Management
Oregon
$228K +$228K +5,740 New
PAS
292
Park Avenue Securities
New York
$226K +$226K +5,704 New
TSS
293
Two Sigma Securities
New York
$224K +$224K +5,653 New
SFA
294
Sequoia Financial Advisors
Ohio
$220K +$220K +5,560 New
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$210K +$210K +5,304 New
ATPW
296
Ashton Thomas Private Wealth
Arizona
$207K +$207K +5,232 New
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$181K +$150K +3,768 +478%
MAM
298
Meeder Asset Management
Ohio
$138K +$29.7K +750 +27%
NA
299
NewEdge Advisors
Louisiana
$138K -$80K -2,018 -37%
TRCT
300
Tower Research Capital (TRC)
New York
$130K -$12.5K -315 -9%