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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
351
GoalVest Advisory
New York
$3.53K +$555 +14 +19%
AF
352
Advisornet Financial
Minnesota
$3.45K +$317 +8 +10%
JWA
353
JFS Wealth Advisors
Pennsylvania
$3.37K +$1.75K +44 +107%
FRA
354
Front Row Advisors
California
$2.89K
QC
355
Quent Capital
New York
$2.1K
GRP
356
Global Retirement Partners
California
$1.6K +$291 +8 +22%
FFA
357
Farther Finance Advisors
California
$1.31K +$674 +17 +106%
CFGS
358
Concourse Financial Group Securities
Alabama
$1.27K +$198 +5 +19%
GWS
359
Glassman Wealth Services
Virginia
$1.03K
SIC
360
SJS Investment Consulting
Ohio
$1.03K +$238 +6 +30%
CAM
361
ClariVest Asset Management
California
$1K -$1.83K -33 -65%
AW
362
Avion Wealth
Texas
$1K
MIA
363
Milestone Investment Advisors
Wisconsin
$992 +$992 +25 New
RFG
364
RFP Financial Group
Georgia
$991
ECM
365
Everence Capital Management
Indiana
$911 +$911 +22,970 New
PWMG
366
Prestige Wealth Management Group
New Jersey
$675
AWM
367
Abound Wealth Management
Tennessee
$556
PWA
368
Provenance Wealth Advisors
Florida
$555 +$555 +14 New
GI
369
Gradient Investments
Minnesota
$278
TCM
370
Tradewinds Capital Management
Washington
$238
HI
371
Horizon Investments
North Carolina
$237 +$237 +6 New
TWP
372
TFO Wealth Partners
Ohio
$158
PC
373
PointState Capital
New York
-$17.2M -545,083 Closed
TCM
374
Thomist Capital Management
Texas
-$3.74M -119,552 Closed
NC
375
Nokomis Capital
Texas
-$2.96M -93,628 Closed