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SM Energy

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MGP
301
Metis Global Partners
California
$234K
ECM
302
Evergreen Capital Management
Washington
$234K +$28.2K +653 +14%
AFG
303
Atomi Financial Group
New York
$230K +$230K +5,319 New
MHI
304
Miller Howard Investments
New York
$230K -$3.58M -82,805 -94%
Luther King Capital Management (LKCM)
305
Luther King Capital Management (LKCM)
Texas
$229K
AT
306
American Trust
Kentucky
$226K -$182K -4,202 -45%
CM
307
CoreCommodity Management
Connecticut
$225K
SSG
308
Summit Securities Group
New York
$225K +$225K +5,198 +259,900%
GSC
309
Ground Swell Capital
South Carolina
$221K +$221K +5,120 New
AWA
310
Aaron Wealth Advisors
Illinois
$218K
OQS
311
Occudo Quantitative Strategies
Florida
$217K +$217K +5,013 New
AAM
312
Auxier Asset Management
Oregon
$216K -$8.65K -200 -4%
Walleye Trading
313
Walleye Trading
New York
$215K +$88.7K +2,052 +71%
PTC
314
Petrus Trust Company
Texas
$213K +$213K +4,925 New
SCM
315
Shelton Capital Management
Colorado
$208K -$12.5K -290 -6%
KPWS
316
Kestra Private Wealth Services
Texas
$203K +$203K +4,701 New
CMF
317
Counterpoint Mutual Funds
California
$200K +$200K +4,630 New
GKIM
318
GW&K Investment Management
Massachusetts
$173K -$29.2M -676,031 -99%
SG Americas Securities
319
SG Americas Securities
New York
$173K -$441K -10,231 -72%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$158K -$161M -3,727,589 -100%
NC
321
nVerses Capital
Florida
$147K +$147K +3,400 New
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$134K +$34.1K +791 +34%
ATPW
323
Ashton Thomas Private Wealth
Arizona
$132K +$132K +3,062 New
KBC Group
324
KBC Group
Belgium
$123K -$2.42K -56 -2%
SFFS
325
Stonehage Fleming Financial Services
Jersey
$115K +$115K +2,670 New