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SM Energy

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FNA
276
First National Advisers
Nebraska
$349K +$31.6K +732 +10%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$337K +$337K +7,805 New
MWA
278
Meridian Wealth Advisors
Texas
$334K
CT
279
ClearAlpha Technologies
Connecticut
$332K -$52.2K -1,207 -14%
PCM
280
Penserra Capital Management
California
$330K +$20.8K +482 +7%
AA
281
ALPS Advisors
Colorado
$329K -$1.77K -41 -0.5%
CIM
282
CIM Investment Management
Pennsylvania
$328K -$78.1K -1,807 -19%
CGH
283
Crossmark Global Holdings
Texas
$323K -$22K -510 -6%
CG
284
Caprock Group
Idaho
$317K -$4.32K -100 -1%
HT
285
Headlands Technologies
Illinois
$307K +$258K +5,961 +522%
PS
286
Principal Securities
Iowa
$306K +$133K +3,065 +76%
Lido Advisors
287
Lido Advisors
California
$295K -$20.1K -466 -6%
SP
288
Systematic Portfolios
New York
$294K +$294K +6,803 New
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$290K +$92.7K +2,144 +47%
GI
290
GAMMA Investing
California
$283K +$42.8K +989 +18%
OAM
291
Oxford Asset Management
United Kingdom
$274K -$37.6K -869 -12%
QCM
292
QRG Capital Management
Illinois
$266K +$2.72K +63 +1%
Capstone Investment Advisors
293
Capstone Investment Advisors
New York
$265K -$107K -2,472 -29%
PA
294
Profund Advisors
Maryland
$263K -$25.2K -584 -9%
HWMA
295
Heritage Wealth Management (Arizona)
Arizona
$254K -$35.7K -826 -12%
HFO
296
Heritage Family Offices
Arizona
$254K +$254K +5,876 New
DCM
297
DGS Capital Management
New Jersey
$250K +$76.6K +1,772 +44%
DekaBank Deutsche Girozentrale
298
DekaBank Deutsche Girozentrale
Germany
$250K
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$250K -$9.87K -223 -4%
SFA
300
Sequoia Financial Advisors
Ohio
$236K -$735 -17 -0.3%