SM icon

SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
276
KLR Investment Advisors
Rhode Island
$323K -$30K -612 -8%
PCMC
277
Paragon Capital Management (Colorado)
Colorado
$322K +$1.3K +26 +0.4%
William Blair & Company
278
William Blair & Company
Illinois
$312K – – –
Neuberger Berman Group
279
Neuberger Berman Group
New York
$311K -$116K -2,323 -27%
QCM
280
QRG Capital Management
Illinois
$304K -$12.1K -243 -4%
MLICM
281
Metropolitan Life Insurance Company (MetLife)
New York
$304K -$30.8K -618 -9%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$297K – – –
PP
283
Paloma Partners
Connecticut
$296K +$296K +5,934 New
XT
284
XTX Topco
Cayman Islands
$294K +$294K +5,889 New
DekaBank Deutsche Girozentrale
285
DekaBank Deutsche Girozentrale
Germany
$280K – – –
GI
286
GAMMA Investing
California
$278K +$66.9K +1,343 +32%
SFA
287
Sequoia Financial Advisors
Ohio
$273K -$12.5K -251 -4%
MGP
288
Metis Global Partners
California
$270K +$270K +5,411 New
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$264K – – –
VAM
290
Verity Asset Management
North Carolina
$262K -$77.4K -1,552 -23%
CM
291
CoreCommodity Management
Connecticut
$260K -$1.26M -25,209 -83%
AAM
292
Auxier Asset Management
Oregon
$259K -$2.49K -50 -1%
SCM
293
Shelton Capital Management
Colorado
$254K -$15.8K -316 -6%
UCFA
294
United Capital Financial Advisors
Texas
$253K -$4.94K -99 -2%
AWA
295
Aaron Wealth Advisors
Illinois
$251K -$12K -241 -5%
CFM
296
Catalyst Funds Management
Australia
$244K +$244K +4,900 New
IA
297
Inspire Advisors
Idaho
$243K +$243K +4,872 New
KWM
298
Kingsview Wealth Management
Oregon
$241K -$1.68M -33,631 -87%
ECM
299
Evergreen Capital Management
Washington
$237K +$237K +4,751 New
VT
300
Vise Technologies
New York
$236K +$236K +4,740 New
10 11
12
13 14