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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
ClariVest Asset Management
California
$897 – – –
PWMG
377
Prestige Wealth Management Group
New Jersey
$848 – – –
SAM
378
Smartleaf Asset Management
Massachusetts
$833 +$539 +11 +183%
PWA
379
Provenance Wealth Advisors
Florida
$698 – – –
AWM
380
Abound Wealth Management
Tennessee
$698 – – –
RIL
381
Rothschild Investment LLC
Illinois
$499 +$499 +10 New
TCG
382
Transcendent Capital Group
Oklahoma
$449 +$449 +9 New
A
383
AlphaQuest
New York
$449 +$449 +9 New
GI
384
Gradient Investments
Minnesota
$349 – – –
FFA
385
Frazier Financial Advisors
Ohio
$349 +$349 +7 New
TWP
386
TFO Wealth Partners
Ohio
$249 – – –
MCM
387
MV Capital Management
Maryland
$100 +$100 +2 New
ACG
388
Aventail Capital Group
New York
– -$53.9M -1,390,797 Closed
Alyeska Investment Group
389
Alyeska Investment Group
Illinois
– -$10.1M -261,803 Closed
Point72 Asset Management
390
Point72 Asset Management
Connecticut
– -$7.38M -190,498 Closed
SPC
391
Silver Point Capital
Connecticut
– -$7.07M -182,700 Closed
Capital Fund Management (CFM)
392
Capital Fund Management (CFM)
France
– -$5.32M -137,419 Closed
ECM
393
ExodusPoint Capital Management
New York
– -$4.47M -115,473 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
394
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.1M -106,000 Closed
SBCM
395
Schwerin Boyle Capital Management
Massachusetts
– -$3.68M -95,000 Closed
WMSA
396
Weiss Multi-Strategy Advisers
New York
– -$2.79M -71,930 Closed
ZIM
397
Zacks Investment Management
Illinois
– -$1.51M -39,058 Closed
Connor, Clark & Lunn Investment Management (CC&L)
398
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.38M -35,691 Closed
FFL
399
Flat Footed LLC
Wyoming
– -$1.37M -35,406 Closed
TI
400
Trexquant Investment
Connecticut
– -$1.2M -31,068 Closed
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