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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
301
Oakworth Capital
Alabama
$248K +$248K +6,408 New
PA
302
Profund Advisors
Maryland
$247K +$10.9K +282 +5%
CWP
303
CFM Wealth Partners
Texas
$243K
HFO
304
Heritage Family Offices
Arizona
$242K +$28.1K +726 +13%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$234K -$5.7K -147 -2%
GC
306
Guggenheim Capital
Illinois
$228K -$191K -4,939 -46%
ECM
307
Evergreen Capital Management
Washington
$227K -$73.1K -1,886 -24%
SC
308
Syon Capital
California
$222K +$222K +5,726 New
Neuberger Berman Group
309
Neuberger Berman Group
New York
$221K -$14.3K -368 -6%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$221K -$3.42K -88 -2%
ECM
311
Everence Capital Management
Indiana
$219K -$1.01M -25,960 -82%
QCM
312
QRG Capital Management
Illinois
$218K -$43.1K -1,113 -16%
Truist Financial
313
Truist Financial
North Carolina
$216K +$7.29K +188 +3%
DekaBank Deutsche Girozentrale
314
DekaBank Deutsche Girozentrale
Germany
$214K
CC
315
Corton Capital
Ontario, Canada
$213K +$213K +5,486 New
PWG
316
Portside Wealth Group
Utah
$212K +$18.5K +478 +10%
GI
317
GAMMA Investing
California
$210K -$63.4K -1,636 -23%
HH
318
Hilltop Holdings
Texas
$209K +$209K +5,395 New
N
319
Numerai
California
$208K +$208K +5,360 New
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$206K -$93K -2,400 -31%
KBC Group
321
KBC Group
Belgium
$188K +$59.4K +1,533 +46%
TRCT
322
Tower Research Capital (TRC)
New York
$183K +$71.9K +1,854 +64%
IA
323
IFP Advisors
Florida
$178K +$233 +6 +0.1%
SAM
324
Smartleaf Asset Management
Massachusetts
$159K +$133K +3,470 +518%
PIM
325
Plato Investment Management
Australia
$150K