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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
S
326
SignatureFD
Georgia
$112K +$2.99K +77 +3%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$109K -$1.87K -48 -2%
CTC
328
Cetera Trust Company
Minnesota
$94.6K -$23.3K -600 -20%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$93K -$17K -439 -15%
BC
330
Bayforest Capital
United Kingdom
$92.6K +$92.6K +2,389 New
NA
331
NewEdge Advisors
Louisiana
$86.8K +$388 +10 +0.4%
GRP
332
Global Retirement Partners
California
$84.5K +$28.5K +736 +51%
Walleye Trading
333
Walleye Trading
New York
$83.7K -$240K -6,195 -74%
AIC
334
Archer Investment Corporation
Indiana
$75.6K
LIS
335
Legacy Investment Solutions
Idaho
$64.8K -$6.47K -173 -9%
LWMI
336
Legacy Wealth Management (Idaho)
Idaho
$64.8K -$6.47K -173 -9%
RS
337
R Squared
Hong Kong
$60.9K +$60.9K +1,570 New
FFA
338
Farther Finance Advisors
California
$59.3K +$39 +1 +0.1%
GKIM
339
GW&K Investment Management
Massachusetts
$56K -$13.7K -355 -20%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$54.3K
FHA
341
First Horizon Advisors
Tennessee
$48.6K -$15.2K -392 -24%
EWA
342
EverSource Wealth Advisors
Alabama
$46.1K -$8.99K -232 -16%
CIAM
343
Caitong International Asset Management
Hong Kong
$42.5K +$42.5K +1,097 New
Nomura Asset Management
344
Nomura Asset Management
Japan
$38.4K
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$36.6K +$1.32K +34 +4%
HCA
346
Harbor Capital Advisors
Illinois
$33K +$3.96K +101 +14%
GWSA
347
Global Wealth Strategies & Associates
Colorado
$29.8K +$155 +4 +0.5%
UB
348
UMB Bank
Missouri
$29.1K -$3.33K -86 -10%
LC
349
Lindbrook Capital
California
$25.9K -$3.26K -84 -11%
HNB
350
Huntington National Bank
Ohio
$25.5K +$3.18K +82 +14%