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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 %
LFG
376
Larson Financial Group
Missouri
$5.12K
AssetMark Inc
377
AssetMark Inc
California
$4.65K +$2.83K +73 +155%
WSFS
378
Wilmington Savings Fund Society
Delaware
$4.57K
VCM
379
Versant Capital Management
Arizona
$4.34K +$3.61K +93 +489%
Mitsubishi UFJ Asset Management
380
Mitsubishi UFJ Asset Management
Japan
$3.98K
CIA
381
Cape Investment Advisory
Georgia
$3.92K
JWA
382
JFS Wealth Advisors
Pennsylvania
$3.88K +$698 +18 +22%
BIG
383
Brooklyn Investment Group
New York
$3.68K +$3.68K +95 New
Barrow, Hanley, Mewhinney & Strauss
384
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.61K +$3.61K +93 New
HT
385
Headlands Technologies
Illinois
$3.1K -$43.6K -1,126 -93%
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$3.1K
HWM
387
Hemington Wealth Management
Virginia
$3K +$1.21K +35 +67%
LI
388
LRI Investments
Florida
$2.89K
NWWA
389
New Wave Wealth Advisors
Arkansas
$2.79K +$2.79K +72 New
CFO
390
CVA Family Office
Colorado
$2.75K +$1.74K +45 +173%
AF
391
Advisornet Financial
Minnesota
$2.25K -$969 -25 -30%
QC
392
Quent Capital
New York
$2.1K
Jones Financial Companies
393
Jones Financial Companies
Missouri
$1.94K -$349 -9 -15%
AAP
394
Arax Advisory Partners
Colorado
$1.74K +$736 +19 +73%
CSWM
395
Cassady Schiller Wealth Management
Ohio
$1.63K +$1.63K +42 New
CFGS
396
Concourse Financial Group Securities
Alabama
$1.59K +$167 +4 +12%
RIL
397
Rothschild Investment LLC
Illinois
$1.55K -$2.71K -70 -64%
SO
398
Sierra Ocean
California
$1.47K +$1.47K +38 New
RS
399
Rakuten Securities
Japan
$1.36K +$1.36K +35 New
BWL
400
Bogart Wealth LLC
Virginia
$1.28K +$1.28K +33 New