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SM Energy

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$335K +$2.76K +69 +0.8%
Walleye Trading
277
Walleye Trading
New York
$334K +$136K +3,392 +68%
MML Investors Services
278
MML Investors Services
Massachusetts
$320K -$19.5K -487 -6%
LF
279
Lee Financial
Texas
$320K +$320K +8,000 New
X
280
Xponance
Pennsylvania
$318K -$9.75K -244 -3%
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$317K +$5.08K +127 +2%
GCM
282
Gallacher Capital Management
Colorado
$314K +$314K +7,856 New
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$311K +$311K +7,773 New
ECM
284
Evergreen Capital Management
Washington
$310K +$93.9K +2,348 +43%
Luther King Capital Management (LKCM)
285
Luther King Capital Management (LKCM)
Texas
$308K +$95.9K +2,400 +45%
SAM
286
Shell Asset Management
Netherlands
$304K +$304K +7,611 New
CIM
287
CIM Investment Management
Pennsylvania
$303K
CGH
288
Crossmark Global Holdings
Texas
$297K -$1.96K -49 -0.7%
CG
289
Caprock Group
Idaho
$294K +$1.04K +26 +0.4%
CT
290
ClearAlpha Technologies
Connecticut
$291K -$15.5K -387 -5%
SCM
291
Stonehearth Capital Management
Massachusetts
$288K +$288K +7,210 New
GI
292
GAMMA Investing
California
$282K +$20.2K +505 +8%
PS
293
Principal Securities
Iowa
$281K -$1.84K -46 -0.6%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$281K +$281K +7,037 New
RJFSA
295
Raymond James Financial Services Advisors
Florida
$277K +$277K +6,938 New
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$276K -$23.7K -532 -8%
QCM
297
QRG Capital Management
Illinois
$270K +$23.6K +590 +10%
QC
298
Quadrature Capital
United Kingdom
$264K +$264K +6,619 New
TAM
299
Tocqueville Asset Management
New York
$260K -$171K -4,270 -40%
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
$259K +$259K +6,483 New