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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 %
SPIA
376
Steward Partners Investment Advisory
New York
$6K
LFG
377
Larson Financial Group
Missouri
$5.28K -$8.15K -204 -61%
WSFS
378
Wilmington Savings Fund Society
Delaware
$4.72K +$4.72K +118 New
RIL
379
Rothschild Investment LLC
Illinois
$4.4K +$2.4K +60 +120%
SFA
380
Semmax Financial Advisors
North Carolina
$4.36K +$4.36K +100 New
CIA
381
Cape Investment Advisory
Georgia
$4.04K
Mitsubishi UFJ Asset Management
382
Mitsubishi UFJ Asset Management
Japan
$3.92K
FFC
383
First Financial Corp
Indiana
$3.88K
FCM
384
Fourpath Capital Management
Oklahoma
$3.8K +$3.8K +95 New
AWM
385
Avior Wealth Management
Nebraska
$3.48K +$3.48K +87 New
AF
386
Advisornet Financial
Minnesota
$3.32K +$999 +25 +43%
LI
387
LRI Investments
Florida
$3.3K +$1.1K +25 +50%
JWA
388
JFS Wealth Advisors
Pennsylvania
$3.28K -$200 -5 -6%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$3.2K
MIM
390
Macroview Investment Management
Maryland
$2.64K
Jones Financial Companies
391
Jones Financial Companies
Missouri
$2.35K +$358 +9 +18%
QC
392
Quent Capital
New York
$2.15K
HWM
393
Hemington Wealth Management
Virginia
$2K +$2K +52 New
AssetMark Inc
394
AssetMark Inc
California
$1.88K -$1.44K -36 -43%
ATS
395
Ashton Thomas Securities
New York
$1.64K +$1.64K +41 New
BBHC
396
Brown Brothers Harriman & Co
New York
$1.6K +$1.6K +40 New
FNWA
397
Financial Network Wealth Advisors
Utah
$1.44K +$200 +5 +16%
CFGS
398
Concourse Financial Group Securities
Alabama
$1.36K -$320 -8 -19%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$1.12K
AAP
400
Arax Advisory Partners
Colorado
$1.04K -$2.92K -73 -74%