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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
351
Bessemer Group
New Jersey
$10K – – –
AF
352
Allworth Financial
California
$9.77K -$2.39K -48 -20%
SPIA
353
Steward Partners Investment Advisory
New York
$7.48K – – –
MIM
354
Macroview Investment Management
Maryland
$5.48K – – –
BIA
355
Bell Investment Advisors
California
$5.43K +$698 +14 +15%
PIM
356
Plato Investment Management
Australia
$5.23K +$1.2K +24 +30%
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$4.89K – – –
FFC
358
First Financial Corp
Indiana
$4.83K +$4.83K +97 New
FRA
359
Front Row Advisors
California
$4.64K +$4.64K +93 New
IA
360
IFP Advisors
Florida
$4.54K -$4.54K -91 -50%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$3.99K -$349 -7 -8%
JWA
362
JFS Wealth Advisors
Pennsylvania
$3.94K – – –
CA
363
Crewe Advisors
Utah
$3.94K +$3.94K +79 New
PWMG
364
Private Wealth Management Group
New Jersey
$2.99K – – –
AF
365
Advisornet Financial
Minnesota
$2.89K -$1.75K -35 -38%
QC
366
Quent Capital
New York
$2.66K – – –
AWM
367
Avior Wealth Management
Nebraska
$2.54K -$2.54K -51 -50%
CFGS
368
Concourse Financial Group Securities
Alabama
$2.04K -$249 -5 -11%
AW
369
Avion Wealth
Texas
$2K – – –
PFBT
370
Parkside Financial Bank & Trust
Missouri
$1.4K – – –
CIA
371
Cape Investment Advisory
Georgia
$1.3K -$2.69K -54 -68%
SIC
372
SJS Investment Consulting
Ohio
$1.25K -$150 -3 -11%
RFG
373
RFP Financial Group
Georgia
$1.25K – – –
ECM
374
Everence Capital Management
Indiana
$1.15K – – –
AIC
375
Archer Investment Corporation
Indiana
$997 – – –
13 14
15
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