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SM Energy

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
276
Park Avenue Securities
New York
$231K +$10.3K +267 +5%
RAM
277
Readystate Asset Management
Illinois
$231K -$69.7K -1,800 -23%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$227K -$14.6K -378 -6%
CAN
279
Cetera Advisor Networks
California
$227K +$227K +5,853 New
DekaBank Deutsche Girozentrale
280
DekaBank Deutsche Girozentrale
Germany
$223K
SFA
281
Sequoia Financial Advisors
Ohio
$222K +$6.62K +171 +3%
BC
282
Bridgefront Capital
Texas
$217K -$249K -6,430 -53%
FP
283
Foundry Partners
Minnesota
$216K -$134K -3,470 -38%
SCM
284
Shelton Capital Management
Colorado
$210K -$14.7K -379 -7%
Luther King Capital Management (LKCM)
285
Luther King Capital Management (LKCM)
Texas
$205K
AWA
286
Aaron Wealth Advisors
Illinois
$204K +$204K +5,275 New
AAM
287
Auxier Asset Management
Oregon
$203K -$19.4K -500 -9%
UCFA
288
United Capital Financial Advisors
Texas
$200K +$200K +5,175 New
KI
289
Kapitalo Investimentos
Brazil
$157K -$82.4K -2,127 -34%
GI
290
GAMMA Investing
California
$157K +$157K +4,225 New
NA
291
NewEdge Advisors
Louisiana
$126K -$8.17K -211 -6%
S
292
SignatureFD
Georgia
$115K +$22.1K +571 +24%
NS
293
NBC Securities
Alabama
$113K
KBC Group
294
KBC Group
Belgium
$112K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$104K +$10.5K +272 +11%
SFFS
296
Stonehage Fleming Financial Services
Jersey
$103K +$103K +2,670 New
CG
297
Cutler Group
California
$89K +$73.5K +1,901 +475%
SWS
298
SYSTM Wealth Solutions
Illinois
$61.9K -$201K -5,190 -76%
EWA
299
EverSource Wealth Advisors
Alabama
$60.7K +$1.08K +28 +2%
FHA
300
First Horizon Advisors
Tennessee
$56.9K +$13.7K +353 +32%