SM icon

SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
351
Coppell Advisory Solutions
Texas
$23.4K
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$23.3K -$6.36K -164 -21%
BAM
353
Byrne Asset Management
New Jersey
$20.9K -$9.3K -240 -31%
HCP
354
Hexagon Capital Partners
Arkansas
$19.1K +$7.52K +194 +65%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$18.9K -$1.59K -41 -8%
C
356
Covestor
United Kingdom
$18K +$76 +2 +0.4%
CA
357
Clearstead Advisors
Ohio
$16.2K
EFP
358
EnRich Financial Partners
Wisconsin
$15.5K
RIA
359
Realta Investment Advisors
Delaware
$14.7K +$4.1K +101 +39%
PA
360
Parallel Advisors
California
$14.4K +$1.2K +31 +9%
RA
361
Rise Advisors
New York
$13.9K +$77 +2 +0.6%
Bessemer Group
362
Bessemer Group
New Jersey
$13K +$4.89K +123 +60%
CCMW
363
Cypress Capital Management (Wyoming)
Wyoming
$12K
FFO
364
Fortitude Family Office
Arizona
$11.6K -$1.74K -45 -13%
SPIA
365
Steward Partners Investment Advisory
New York
$11.2K +$5.39K +139 +93%
BTI
366
Blue Trust Inc
Georgia
$9.07K -$30.7K -791 -77%
LFA
367
LGT Financial Advisors
Texas
$8.95K
RFS
368
Richardson Financial Services
Massachusetts
$8.77K -$7K -182 -44%
W
369
WealthCollab
Washington
$8.72K
AF
370
Allworth Financial
California
$8.23K -$3.43K -82 -29%
PTC
371
Private Trust Company
Ohio
$7.56K -$775 -20 -9%
AA
372
Addison Advisors
Vermont
$7.4K -$9.07K -234 -55%
PSFG
373
Park Square Financial Group
Georgia
$7.17K +$7.17K +185 New
BIA
374
Bell Investment Advisors
California
$6.28K -$78 -2 -1%
QL
375
Quarry LP
New York
$5.47K +$5.47K +141 New