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SM Energy

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SFFS
326
Stonehage Fleming Financial Services
Jersey
$107K
NA
327
NewEdge Advisors
Louisiana
$89.2K +$10.3K +258 +13%
LWMI
328
Legacy Wealth Management (Idaho)
Idaho
$83.4K +$83.4K +1,907 New
LIS
329
Legacy Investment Solutions
Idaho
$83.4K +$83.4K +1,907 New
AIC
330
Archer Investment Corporation
Indiana
$77.9K
GKIM
331
GW&K Investment Management
Massachusetts
$73K -$88.5K -2,195 -55%
FHA
332
First Horizon Advisors
Tennessee
$65.8K -$640 -16 -1%
FFA
333
Farther Finance Advisors
California
$61.2K -$1.12K -28 -2%
CFM
334
Catalyst Funds Management
Australia
$60K +$12K +300 +25%
FAM
335
Flaharty Asset Management
Florida
$60K +$60K +1,500 New
GRP
336
Global Retirement Partners
California
$57.7K +$12.4K +310 +27%
EWA
337
EverSource Wealth Advisors
Alabama
$56.8K -$7.04K -176 -11%
BCWM
338
Bartlett & Co Wealth Management
Ohio
$56K
MRC
339
Millburn Ridgefield Corp
New York
$55.2K +$55.2K +1,382 New
ACM
340
Aster Capital Management
United Arab Emirates
$49.3K +$49.3K +1,234 New
HT
341
Headlands Technologies
Illinois
$48.2K -$236K -5,898 -83%
BTI
342
Blue Trust Inc
Georgia
$44.3K +$43.1K +996 +3,434%
Nomura Asset Management
343
Nomura Asset Management
Japan
$39.6K
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$36.3K -$999 -25 -3%
UB
345
UMB Bank
Missouri
$33.4K +$8.07K +202 +32%
BAM
346
Byrne Asset Management
New Jersey
$31.2K
GWSA
347
Global Wealth Strategies & Associates
Colorado
$30.6K +$160 +4 +0.5%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$30.5K +$4.72K +118 +18%
LC
349
Lindbrook Capital
California
$30.1K +$2.68K +67 +10%
HCA
350
Harbor Capital Advisors
Illinois
$30K +$30K +740 New