SM icon

SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
301
KBC Group
Belgium
$115K -$247K -6,225 -68%
NS
302
NBC Securities
Alabama
$115K +$115K +2,922 New
HT
303
Headlands Technologies
Illinois
$112K -$185K -4,665 -62%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$96K +$2.67K +67 +3%
S
305
SignatureFD
Georgia
$95K +$912 +23 +1%
AIC
306
Archer Investment Corporation
Indiana
$73.4K +$73.4K +1,850 New
Acadian Asset Management
307
Acadian Asset Management
Massachusetts
$64K +$64K +1,636 New
EWA
308
EverSource Wealth Advisors
Alabama
$61K +$159 +4 +0.3%
BC
309
Bartlett & Co
Ohio
$56K
BCWM
310
Bartlett & Co Wealth Management
Ohio
$55.5K
UB
311
UMB Bank
Missouri
$44.8K +$4.48K +113 +11%
FHA
312
First Horizon Advisors
Tennessee
$44.2K +$6.15K +155 +16%
C
313
Covestor
United Kingdom
$42K +$31.3K +794 +294%
Nomura Asset Management
314
Nomura Asset Management
Japan
$39.3K +$14.7K +370 +60%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$37.2K -$66.2M -1,670,725 -100%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$33.7K +$397 +10 +1%
BAM
317
Byrne Asset Management
New Jersey
$32K -$30K -940 Closed
BCM
318
BluePath Capital Management
Georgia
$31.6K +$31.6K +797 New
GWSA
319
Global Wealth Strategies & Associates
Colorado
$29.8K +$119 +3 +0.4%
PCM
320
Penserra Capital Management
California
$28K +$28K +720 New
LFG
321
Larson Financial Group
Missouri
$27K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$23.8K
PA
323
Parallel Advisors
California
$23.8K +$8.85K +223 +59%
CFB
324
Cullen/Frost Bankers
Texas
$19.8K
RFA
325
Register Financial Advisors
Georgia
$19.8K