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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$97.3K +$30.2K +1,007 +45%
CTC
302
Cetera Trust Company
Minnesota
$82.8K +$9.73K +325 +13%
LWMI
303
Legacy Wealth Management (Idaho)
Idaho
$79K +$27.1K +905 +52%
S
304
SignatureFD
Georgia
$76.6K -$9.79K -327 -11%
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$75K +$2.97K +99 +4%
Osaic Holdings
306
Osaic Holdings
Arizona
$64.2K -$527K -17,588 -89%
CIAM
307
Caitong International Asset Management
Hong Kong
$56.9K +$24K +802 +73%
SCM
308
Sterling Capital Management
North Carolina
$49.7K -$519K -17,332 -91%
Nomura Asset Management
309
Nomura Asset Management
Japan
$46.7K +$17.1K +570 +58%
HCA
310
Harbor Capital Advisors
Illinois
$46K +$20.5K +679 +81%
FAM
311
Flaharty Asset Management
Florida
$44.9K +$44.9K +1,500 New
BAM
312
Byrne Asset Management
New Jersey
$44.1K +$27.9K +933 +173%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$41.9K – – –
FHA
314
First Horizon Advisors
Tennessee
$37.6K – – –
EWA
315
EverSource Wealth Advisors
Alabama
$36.9K +$1.29K +43 +4%
BIG
316
Brooklyn Investment Group
New York
$34.1K +$31.2K +1,043 +1,098%
PA
317
Parallel Advisors
California
$33.5K +$22.4K +747 +201%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$30.5K +$12.5K +417 +70%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$28.9K +$629 +21 +2%
FFA
320
Farther Finance Advisors
California
$27.1K -$18.5K -621 -41%
UB
321
UMB Bank
Missouri
$26.1K +$3.59K +120 +16%
CCM
322
Coldstream Capital Management
Washington
$24.2K +$24.2K +809 New
GWSA
323
Global Wealth Strategies & Associates
Colorado
$23.1K +$120 +4 +0.5%
LC
324
Lindbrook Capital
California
$16.4K -$3.62K -121 -18%
HCP
325
Hexagon Capital Partners
Arkansas
$16.3K +$1.56K +52 +11%
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