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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$42.3K +$399 +8 +1%
UB
327
UMB Bank
Missouri
$41.3K +$16.6K +332 +67%
BAM
328
Byrne Asset Management
New Jersey
$38.9K +$3.99K +80 +11%
GWSA
329
Global Wealth Strategies & Associates
Colorado
$37.8K +$199 +4 +0.5%
GRP
330
Global Retirement Partners
California
$34.3K +$29.9K +599 +666%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$34.1K +$4.24K +85 +14%
Walleye Capital
332
Walleye Capital
New York
$30.4K +$30.4K +610 New
LC
333
Lindbrook Capital
California
$29K +$10.3K +206 +55%
HCP
334
Hexagon Capital Partners
Arkansas
$28.3K +$23.6K +474 +510%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$26.5K +$8.77K +176 +49%
RFA
336
Register Financial Advisors
Georgia
$24.9K +$24.9K +500 New
C
337
Covestor
United Kingdom
$20K – – –
EFP
338
EnRich Financial Partners
Wisconsin
$19.9K +$19.9K +400 New
PA
339
Parallel Advisors
California
$19.5K -$44.3K -889 -69%
PCMC
340
Planning Capital Management Corporation
Pennsylvania
$18.7K -$1.15K -23 -6%
RA
341
Rise Advisors
New York
$17.7K +$17.7K +355 New
LFG
342
Larson Financial Group
Missouri
$16.6K -$17.3K -347 -51%
RFS
343
Richardson Financial Services
Massachusetts
$15.7K +$9.17K +184 +140%
CCMW
344
Cypress Capital Management (Wyoming)
Wyoming
$15.5K – – –
FFO
345
Fortitude Family Office
Arizona
$14.6K -$6.18K -124 -30%
HNB
346
Huntington National Bank
Ohio
$14.5K -$3.29K -66 -18%
PTC
347
Private Trust Company
Ohio
$12.5K -$1.2K -24 -9%
FFA
348
Farther Finance Advisors
California
$12.3K -$455 -9 -4%
LFA
349
LGT Financial Advisors
Texas
$11.5K – – –
W
350
WealthCollab
Washington
$11.2K – – –
12 13
14
15 16