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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
351
Quent Capital
New York
$2.06K – – –
CFGS
352
Concourse Financial Group Securities
Alabama
$1.78K +$542 +14 +44%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$1.09K -$10.3K -267 -91%
SIC
354
SJS Investment Consulting
Ohio
$1.09K +$78 +2 +8%
AW
355
Avion Wealth
Texas
$1K – – –
VNA
356
Valley National Advisers
Pennsylvania
$1K +$1K +40 New
RFG
357
RFP Financial Group
Georgia
$968 – – –
AIC
358
Archer Investment Corporation
Indiana
$774 -$70.8K -1,830 -99%
CAM
359
ClariVest Asset Management
California
$697 – – –
PWMG
360
Prestige Wealth Management Group
New Jersey
$659 – – –
AWM
361
Abound Wealth Management
Tennessee
$543 – – –
PWA
362
Provenance Wealth Advisors
Florida
$542 – – –
GA
363
GoalVest Advisory
New York
$426 -$3.02K -78 -88%
GI
364
Gradient Investments
Minnesota
$271 – – –
TCM
365
Tradewinds Capital Management
Washington
$233 – – –
TWP
366
TFO Wealth Partners
Ohio
$194 – – –
HF
367
HRT Financial
New York
– -$14.2M -357,756 Closed
Walleye Capital
368
Walleye Capital
New York
– -$11.2M -281,524 Closed
FDS
369
First Dallas Securities
Texas
– -$8.67M -218,633 Closed
CCM
370
Cobalt Capital Management
New Jersey
– -$7.93M -200,000 Closed
EW
371
Evoke Wealth
California
– -$7.25M -182,845 Closed
BA
372
Bridgewater Associates
Connecticut
– -$5.6M -141,268 Closed
Lord, Abbett & Co
373
Lord, Abbett & Co
New Jersey
– -$4.56M -115,000 Closed
Marshall Wace
374
Marshall Wace
United Kingdom
– -$3.9M -98,471 Closed
HHAM
375
HITE Hedge Asset Management
Massachusetts
– -$3.37M -84,907 Closed
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