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SM Energy

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
301
Bartlett & Co
Ohio
$55K
BCWM
302
Bartlett & Co Wealth Management
Ohio
$54.7K
WTG
303
West Tower Group
Virginia
$49.8K +$39.6K +1,022 +386%
PA
304
Parallel Advisors
California
$49.6K +$26.4K +682 +114%
PCM
305
Penserra Capital Management
California
$45K +$17.7K +468 +65%
MSWM
306
McGlone Suttner Wealth Management
Wisconsin
$40.7K +$40.7K +1,052 New
Nomura Asset Management
307
Nomura Asset Management
Japan
$38.3K
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$32.6K -$348 -9 -1%
GWSA
309
Global Wealth Strategies & Associates
Colorado
$29.2K +$116 +3 +0.4%
BAM
310
Byrne Asset Management
New Jersey
$28K +$28K +700 New
LFG
311
Larson Financial Group
Missouri
$26.3K
PS
312
Principal Securities
Iowa
$24.4K +$24.4K +630 New
CAS
313
Coppell Advisory Solutions
Texas
$24.2K +$19.2K +496 +382%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$23.2K
UB
315
UMB Bank
Missouri
$19.2K -$24.5K -634 -56%
FFO
316
Fortitude Family Office
Arizona
$16.1K +$16.1K +417 New
C
317
Covestor
United Kingdom
$16K -$25.5K -654 -61%
PCMC
318
Planning Capital Management Corporation
Pennsylvania
$15.5K +$15.5K +399 New
LC
319
Lindbrook Capital
California
$14.5K +$813 +21 +6%
RCM
320
Raleigh Capital Management
North Carolina
$14.3K +$7.71K +199 +118%
HNB
321
Huntington National Bank
Ohio
$13.8K +$2.67K +69 +24%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$542 +14 +4%
CCMW
323
Cypress Capital Management (Wyoming)
Wyoming
$12K
PTC
324
Private Trust Company
Ohio
$10.6K +$4.38K +113 +70%
FFA
325
Farther Finance Advisors
California
$9.8K +$8.52K +220 +667%