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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
301
Regions Financial Corp
Alabama
$235K +$235K +4,720 New
WS
302
Wedbush Securities
California
$233K +$233K +4,671 New
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$233K -$516K -10,347 -69%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$228K +$228K +4,572 New
MF
305
Magnetar Financial
Illinois
$220K -$3.85M -77,205 -95%
PWPS
306
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +4,214 New
BP
307
Ballentine Partners
Massachusetts
$203K +$203K +4,071 New
EMAM
308
Encompass More Asset Management
California
$202K +$202K +4,051 New
DCM
309
DGS Capital Management
New Jersey
$200K +$200K +4,019 New
PS
310
Principal Securities
Iowa
$200K +$169K +3,388 +538%
NA
311
NewEdge Advisors
Louisiana
$153K -$9.37K -188 -6%
Walleye Trading
312
Walleye Trading
New York
$145K +$145K +2,910 New
KBC Group
313
KBC Group
Belgium
$145K – – –
S
314
SignatureFD
Georgia
$142K -$5.58K -112 -4%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$127K -$6.94K -139 -5%
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$115K -$213K -4,292 -65%
NS
317
NBC Securities
Alabama
$87K -$58.2K -1,171 -40%
SWS
318
SYSTM Wealth Solutions
Illinois
$81.1K +$1.4K +28 +2%
EWA
319
EverSource Wealth Advisors
Alabama
$76.9K +$921 +19 +1%
FHA
320
First Horizon Advisors
Tennessee
$73.2K – – –
TRCT
321
Tower Research Capital (TRC)
New York
$72.5K -$821K -16,477 -92%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$69.8K – – –
HT
323
Headlands Technologies
Illinois
$57K +$57K +1,143 New
CG
324
Cutler Group
California
$54K -$58.9K -1,200 -52%
Nomura Asset Management
325
Nomura Asset Management
Japan
$49.4K – – –
11 12
13
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