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SM Energy

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
351
Coppell Advisory Solutions
Texas
$26.3K +$26.3K +608 New
PIM
352
Plato Investment Management
Australia
$25.5K +$21K +485 +462%
RFA
353
Register Financial Advisors
Georgia
$21.6K
WT
354
Washington Trust
Rhode Island
$21.6K +$21.6K +500 New
PA
355
Parallel Advisors
California
$19.4K +$2.42K +56 +14%
RFS
356
Richardson Financial Services
Massachusetts
$17.7K +$4.11K +95 +30%
EFP
357
EnRich Financial Partners
Wisconsin
$17.3K
PCMC
358
Planning Capital Management Corporation
Pennsylvania
$16.3K
ST
359
Smithfield Trust
Pennsylvania
$16K +$16K +370 New
RA
360
Rise Advisors
New York
$15.4K +$43 +1 +0.3%
QL
361
Quarry LP
New York
$15.1K +$15.1K +349 New
LFG
362
Larson Financial Group
Missouri
$14.5K +$130 +3 +0.9%
GIA
363
GHP Investment Advisors
Colorado
$14.2K +$14.2K +329 New
HNB
364
Huntington National Bank
Ohio
$13.9K +$1.3K +30 +10%
CCMW
365
Cypress Capital Management (Wyoming)
Wyoming
$13.4K
CA
366
Crewe Advisors
Utah
$13.1K +$9.64K +223 +282%
FFO
367
Fortitude Family Office
Arizona
$12.7K
C
368
Covestor
United Kingdom
$12K -$6.36K -142 -35%
PTC
369
Private Trust Company
Ohio
$11.7K +$865 +20 +8%
HCP
370
Hexagon Capital Partners
Arkansas
$11.4K -$13.1K -304 -54%
LFA
371
LGT Financial Advisors
Texas
$9.99K
W
372
WealthCollab
Washington
$9.73K
AF
373
Allworth Financial
California
$9.14K
OWA
374
Opal Wealth Advisors
New York
$8.6K +$8.6K +199 New
SPIA
375
Steward Partners Investment Advisory
New York
$6.49K