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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Allworth Financial
California
$9.45K +$2.21K +57 +30%
PE
327
Point72 Europe
United Kingdom
$9.41K +$9.41K +243 New
LFA
328
LGT Financial Advisors
Texas
$8.94K – – –
W
329
WealthCollab
Washington
$8.71K +$8.71K +225 New
EC
330
EntryPoint Capital
New York
$8.64K +$8.64K +223 New
Bessemer Group
331
Bessemer Group
New Jersey
$8K – – –
LF
332
Lee Financial
Texas
$7.16K – – –
IA
333
IFP Advisors
Florida
$7.05K -$6.16K -159 -47%
SPIA
334
Steward Partners Investment Advisory
New York
$5.81K – – –
RFS
335
Richardson Financial Services
Massachusetts
$5.07K +$5.07K +131 New
MIM
336
Macroview Investment Management
Maryland
$4.25K -$6.03K -156 -59%
AWM
337
Avior Wealth Management
Nebraska
$3.95K +$155 +4 +4%
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$3.86K – – –
BIA
339
Bell Investment Advisors
California
$3.68K – – –
HCP
340
Hexagon Capital Partners
Arkansas
$3.6K -$7.2K -186 -67%
AF
341
Advisornet Financial
Minnesota
$3.6K +$232 +6 +7%
ASN
342
Advisory Services Network
Georgia
$3.49K +$3.49K +90 New
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$3.37K -$155 -4 -4%
GRP
344
Global Retirement Partners
California
$3.2K +$1.64K +46 +105%
PIM
345
Plato Investment Management
Australia
$3.14K +$3.14K +81 New
CIA
346
Cape Investment Advisory
Georgia
$3.1K +$3.1K +80 New
JWA
347
JFS Wealth Advisors
Pennsylvania
$3.06K -$232 -6 -7%
PWMG
348
Private Wealth Management Group
New Jersey
$2.32K +$2.32K +60 New
GWS
349
Glassman Wealth Services
Virginia
$2.21K +$1.2K +31 +119%
AssetMark Inc
350
AssetMark Inc
California
$2.21K +$2.21K +57 New
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