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SM Energy

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
S
326
SignatureFD
Georgia
$112K -$11.8K -272 -10%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$111K +$694 +16 +0.6%
CTC
328
Cetera Trust Company
Minnesota
$99.2K +$99.2K +2,295 New
FIA
329
FNY Investment Advisers
New York
$99K +$99K +2,300 New
PI
330
PEAK6 Investments
Illinois
$94.1K +$94.1K +2,176 New
NA
331
NewEdge Advisors
Louisiana
$85.3K -$47.4K -1,097 -36%
AIC
332
Archer Investment Corporation
Indiana
$84.3K +$83.4K +1,930 +9,650%
EWA
333
EverSource Wealth Advisors
Alabama
$73.8K +$508 +11 +0.7%
FHA
334
First Horizon Advisors
Tennessee
$71.8K +$8.34K +193 +13%
FFA
335
Farther Finance Advisors
California
$68K +$57.4K +1,314 +539%
NS
336
NBC Securities
Alabama
$67K -$7.87K -184 -11%
BCWM
337
Bartlett & Co Wealth Management
Ohio
$60.5K
CFM
338
Catalyst Funds Management
Australia
$51.9K -$160K -3,700 -76%
MG
339
Mather Group
Illinois
$50.5K +$50.5K +1,014 New
GRP
340
Global Retirement Partners
California
$49K +$19.2K +444 +64%
Nomura Asset Management
341
Nomura Asset Management
Japan
$42.8K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$40.4K +$3.68K +85 +10%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$37.7K +$14.7K +340 +64%
SAM
344
Smartleaf Asset Management
Massachusetts
$34.3K +$33.6K +774 +4,553%
BAM
345
Byrne Asset Management
New Jersey
$33.8K
GWSA
346
Global Wealth Strategies & Associates
Colorado
$32.9K +$87 +2 +0.3%
IA
347
IFP Advisors
Florida
$32.5K +$28.5K +660 +725%
LC
348
Lindbrook Capital
California
$29.6K +$4.5K +104 +18%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$27.9K -$1.69K -39 -6%
UB
350
UMB Bank
Missouri
$27.4K -$8.43K -195 -24%