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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
326
Cutler Group
California
$15K +$15K +400 New
LC
327
Lindbrook Capital
California
$14K +$2.74K +69 +24%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$13.6K
IA
329
IFP Advisors
Florida
$13.5K -$21.4K -539 -61%
CCMW
330
Cypress Capital Management (Wyoming)
Wyoming
$12.3K
BG
331
Bollard Group
Massachusetts
$12K +$40 +1 +0.3%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$11.7K +$198 +5 +2%
HNB
333
Huntington National Bank
Ohio
$11.4K +$278 +7 +2%
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$11.3K
HCP
335
Hexagon Capital Partners
Arkansas
$11.1K +$5.87K +148 +113%
MIM
336
Macroview Investment Management
Maryland
$10.5K +$10.5K +266 New
WTG
337
West Tower Group
Virginia
$10.5K +$10.5K +265 New
LFA
338
LGT Financial Advisors
Texas
$9.16K +$9.16K +231 New
Bessemer Group
339
Bessemer Group
New Jersey
$8K
AF
340
Allworth Financial
California
$7.42K -$912 -23 -11%
LF
341
Lee Financial
Texas
$7.34K
RCM
342
Raleigh Capital Management
North Carolina
$6.7K +$6.7K +169 New
PTC
343
Private Trust Company
Ohio
$6.38K +$2.5K +63 +64%
SPIA
344
Steward Partners Investment Advisory
New York
$5.95K
SFG
345
Steward Financial Group
Texas
$5K +$5K +136 New
CAS
346
Coppell Advisory Solutions
Texas
$4.53K +$1.5K +43 +49%
Mitsubishi UFJ Asset Management
347
Mitsubishi UFJ Asset Management
Japan
$3.89K +$3.89K +98 New
AWM
348
Avior Wealth Management
Nebraska
$3.89K +$3.89K +98 New
BIA
349
Bell Investment Advisors
California
$3.77K +$555 +14 +17%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$3.61K +$119 +3 +3%