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SM Energy

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
351
Smartleaf Asset Management
Massachusetts
$26.7K -$4.82K -121 -15%
CAS
352
Coppell Advisory Solutions
Texas
$24.2K
HNB
353
Huntington National Bank
Ohio
$23K +$10.2K +254 +79%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$21.1K -$13.8K -344 -39%
NS
355
NBC Securities
Alabama
$20K -$40.6K -1,050 -67%
WT
356
Washington Trust
Rhode Island
$20K
C
357
Covestor
United Kingdom
$19K +$8.26K +206 +77%
RFS
358
Richardson Financial Services
Massachusetts
$17.7K
AA
359
Addison Advisors
Vermont
$17K +$12.7K +317 +294%
CA
360
Clearstead Advisors
Ohio
$16.7K +$16.7K +417 New
EFP
361
EnRich Financial Partners
Wisconsin
$16K
PCMC
362
Planning Capital Management Corporation
Pennsylvania
$15K
RA
363
Rise Advisors
New York
$14.3K +$80 +2 +0.6%
FFO
364
Fortitude Family Office
Arizona
$13.7K +$2K +50 +17%
PA
365
Parallel Advisors
California
$13.6K -$4.28K -107 -24%
CCMW
366
Cypress Capital Management (Wyoming)
Wyoming
$12.4K
HCP
367
Hexagon Capital Partners
Arkansas
$12K +$1.44K +36 +14%
RIA
368
Realta Investment Advisors
Delaware
$11.6K +$11.6K +261 New
AF
369
Allworth Financial
California
$11.2K +$3.32K +83 +42%
LFA
370
LGT Financial Advisors
Texas
$9.23K
W
371
WealthCollab
Washington
$8.99K
PTC
372
Private Trust Company
Ohio
$8.59K -$2.2K -55 -20%
Bessemer Group
373
Bessemer Group
New Jersey
$8K +$4.12K +105 +106%
PWMG
374
Private Wealth Management Group
New Jersey
$6.96K +$2.64K +66 +61%
BIA
375
Bell Investment Advisors
California
$6.56K +$2.2K +55 +50%