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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMEF
376
Point72 Middle East FZE
United Arab Emirates
– -$2.75M -69,276 Closed
CCM
377
Cinctive Capital Management
New York
– -$2.43M -61,176 Closed
EP
378
Edgestream Partners
New Jersey
– -$2.23M -56,158 Closed
Squarepoint
379
Squarepoint
New York
– -$1.7M -42,763 Closed
SG Americas Securities
380
SG Americas Securities
New York
– -$1.49M -37,536 Closed
TC
381
TwinBeech Capital
New York
– -$1.3M -32,753 Closed
Walleye Trading
382
Walleye Trading
New York
– -$1.03M -25,894 Closed
ACM
383
Aquatic Capital Management
Illinois
– -$995K -25,100 Closed
CSS
384
Cubist Systematic Strategies
Connecticut
– -$941K -23,725 Closed
JFG
385
Jefferies Financial Group
New York
– -$900K -22,692 Closed
RA
386
Royce & Associates
New York
– -$882K -22,242 Closed
FF
387
Friedenthal Financial
New Jersey
– -$724K -18,266 Closed
CC
388
Centiva Capital
New York
– -$696K -17,556 Closed
QT
389
Quantbot Technologies
New York
– -$652K -16,455 Closed
DTL
390
Dynamic Technology Lab
Singapore
– -$627K -15,810 Closed
XT
391
XTX Topco
Cayman Islands
– -$606K -15,272 Closed
ADIM
392
Alpha DNA Investment Management
Maryland
– -$584K -14,723 Closed
GCM
393
Gallacher Capital Management
Colorado
– -$557K -14,036 Closed
AWM
394
AE Wealth Management
Kansas
– -$535K -13,497 Closed
M1FG
395
Mach-1 Financial Group
Arkansas
– -$516K -13,021 Closed
DA
396
Duality Advisers
Florida
– -$479K -12,078 Closed
Capstone Investment Advisors
397
Capstone Investment Advisors
New York
– -$346K -8,725 Closed
Simplex Trading
398
Simplex Trading
Illinois
– -$341K -8,614 Closed
MS
399
Maven Securities
Jersey
– -$321K -8,096 Closed
N
400
Numerai
California
– -$317K -7,987 Closed
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16
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