SM Energy
421 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 39 closing their positions.
92% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 39
64% more call options, than puts
Call options by funds: $63.4M | Put options by funds: $38.7M
36% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 126
8% more funds holding
Funds holding: 390 → 421 (+31)
0.15% less ownership
Funds ownership: 99.1% → 98.96% (-0.15%)
14% less capital invested
Capital invested by funds: $5.71B → $4.92B (-$793M)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$51.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$28.8M |
| 3 |
Jane Street
New York
|
+$26.5M |
| 4 |
HF
HRT Financial
New York
|
+$25.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$183M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$73.1M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$58.7M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$33.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.4M |
SM Hedge Fund Activity: Q2 2024 in Review
421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2024, worth a combined $4.92B — down 14% from $5.71B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SM positions and 39 closed out — a net gain of 36 holders — while 171 added to existing stakes and 126 trimmed.
The largest buyer was Jupiter Asset Management, adding an estimated $51.4M. The largest seller was Pacer Advisors, cutting an estimated $183M.
- 421 institutional investors held SM Energy (SM) as of Q2 2024, up from 390 in Q1 2024.
- Funds reported $4.92B of SM Energy stock for Q2 2024, down 14% quarter-over-quarter.
- 75 funds opened new SM Energy positions in Q2 2024 and 39 closed out, a net change of +36 holders.
- The largest SM Energy buyer in Q2 2024 was Jupiter Asset Management, an estimated $51.4M added.
- The largest SM Energy seller in Q2 2024 was Pacer Advisors, an estimated $183M sold.
Based on aggregated 13F filings for Q2 2024.