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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
YIH
276
Y-Intercept (HK)
Hong Kong
$322K -$539K -13,913 -63%
ICA
277
Infrastructure Capital Advisors
New York
$322K +$322K +8,304 New
GCM
278
Gallacher Capital Management
Colorado
$318K +$13.6K +350 +4%
X
279
Xponance
Pennsylvania
$317K +$8.64K +223 +3%
LF
280
Lee Financial
Texas
$310K
SG Americas Securities
281
SG Americas Securities
New York
$309K -$226K -5,833 -42%
PTC
282
Petrus Trust Company
Texas
$305K -$120K -3,092 -28%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$305K +$32K +825 +12%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$298K -$3.49K -90 -1%
LCM
285
Landscape Capital Management
New Jersey
$294K +$294K +7,595 New
SAM
286
Shell Asset Management
Netherlands
$294K -$658 -17 -0.2%
CIM
287
CIM Investment Management
Pennsylvania
$294K
QCG
288
Quadrant Capital Group
Ohio
$293K -$31.5K -813 -10%
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$292K +$292K +7,539 New
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$291K +$21.3K +499 +8%
CGH
291
Crossmark Global Holdings
Texas
$287K -$387 -10 -0.1%
1C
292
111 Capital
France
$281K +$281K +7,238 New
CG
293
Caprock Group
Idaho
$280K -$4.69K -121 -2%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$270K +$19.1K +492 +8%
PS
295
Principal Securities
Iowa
$269K -$3.33K -86 -1%
QCM
296
Quantinno Capital Management
New York
$260K +$15.6K +402 +6%
PCP
297
Proficio Capital Partners
Massachusetts
$256K +$256K +6,606 New
TI
298
Tidal Investments
Wisconsin
$256K -$176K -4,531 -41%
SCM
299
Stonehearth Capital Management
Massachusetts
$253K -$26.4K -682 -9%
AG
300
AIA Group
Hong Kong
$252K +$252K +6,503 New