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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
276
Sherbrooke Park Advisers
New York
$247K +$247K +8,235 New
SCM
277
Stonehearth Capital Management
Massachusetts
$240K +$44.6K +1,488 +23%
SRL
278
Scientech Research LLC
New Jersey
$238K +$238K +7,953 New
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$236K +$26.8K +897 +13%
QCM
280
Quantinno Capital Management
New York
$232K +$30.7K +1,024 +15%
TRCT
281
Tower Research Capital (TRC)
New York
$227K +$85.7K +2,861 +60%
CI
282
Corient IA
Florida
$225K +$225K +7,500 New
ECM
283
Evergreen Capital Management
Washington
$223K +$47.6K +1,588 +27%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$222K -$3.41K -114 -2%
CIM
285
CIM Investment Management
Pennsylvania
$222K -$5.27K -176 -2%
USAA
286
United Services Automobile Association
Texas
$222K +$222K +7,542 New
SAM
287
Shell Asset Management
Netherlands
$218K -$9.37K -313 -4%
GC
288
Guggenheim Capital
Illinois
$204K +$27.6K +920 +16%
OR
289
Olympiad Research
Connecticut
$204K +$204K +6,800 New
OC
290
Oakworth Capital
Alabama
$192K – – –
WAM
291
Wolverine Asset Management
Illinois
$180K +$180K +6,022 New
AIP
292
Arrowpoint Investment Partners
Singapore
$179K +$179K +5,969 New
DekaBank Deutsche Girozentrale
293
DekaBank Deutsche Girozentrale
Germany
$166K – – –
KBC Group
294
KBC Group
Belgium
$152K +$6.62K +221 +5%
GI
295
GAMMA Investing
California
$140K -$22.1K -737 -14%
CI
296
CX Institutional
Indiana
$130K -$490K -16,315 -79%
SAM
297
Smartleaf Asset Management
Massachusetts
$123K +$1.68K +57 +1%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$113K +$28.7K +955 +34%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$106K -$33.2K -1,628 -24%
Simplex Trading
300
Simplex Trading
Illinois
$103K -$151K -5,075 -59%
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