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SM Energy

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Shares
Change %
JF
301
Jump Financial
Illinois
$254K -$4.64M -115,965 -95%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$253K +$27K +675 +12%
QCM
303
Quantinno Capital Management
New York
$252K +$252K +6,316 New
CWP
304
CFM Wealth Partners
Texas
$251K -$77.2K -1,932 -24%
PA
305
Profund Advisors
Maryland
$244K +$839 +21 +0.3%
Neuberger Berman Group
306
Neuberger Berman Group
New York
$243K -$133K -3,328 -35%
SFA
307
Sequoia Financial Advisors
Ohio
$234K +$15.2K +380 +7%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$231K +$231K +5,778 New
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$227K
BWP
310
Baldwin Wealth Partners
Massachusetts
$221K +$221K +5,537 New
HFO
311
Heritage Family Offices
Arizona
$220K -$14.6K -365 -6%
Truist Financial
312
Truist Financial
North Carolina
$215K -$1.91M -47,733 -90%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$212K +$212K +5,313 New
IA
314
Inspire Advisors
Idaho
$207K +$207K +5,186 New
ZIM
315
Zacks Investment Management
Illinois
$206K +$206K +5,157 New
AWA
316
Aaron Wealth Advisors
Illinois
$205K +$3.32K +83 +2%
PWG
317
Portside Wealth Group
Utah
$200K +$200K +5,004 New
IA
318
IFP Advisors
Florida
$183K +$153K +3,836 +511%
PIM
319
Plato Investment Management
Australia
$154K +$131K +3,273 +555%
KBC Group
320
KBC Group
Belgium
$133K +$19.1K +476 +17%
CTC
321
Cetera Trust Company
Minnesota
$122K +$29.8K +745 +32%
TRCT
322
Tower Research Capital (TRC)
New York
$115K -$923K -23,101 -89%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$114K +$11.7K +293 +11%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$113K -$10.7K -269 -9%
S
325
SignatureFD
Georgia
$112K +$9.03K +226 +9%