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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 %
BHCM
401
Brevan Howard Capital Management
Jersey
– -$311K -7,836 Closed
IWC
402
Integrated Wealth Concepts
Massachusetts
– -$299K -7,534 Closed
NRD
403
Nebula Research & Development
New York
– -$298K -7,505 Closed
AC
404
AXQ Capital
New Jersey
– -$278K -7,000 Closed
SSA
405
Schonfeld Strategic Advisors
New York
– -$258K -6,509 Closed
VT
406
Vise Technologies
New York
– -$238K -6,013 Closed
CHP
407
Cable Hill Partners
Oregon
– -$235K -5,919 Closed
TSS
408
Two Sigma Securities
New York
– -$224K -5,653 Closed
ATPW
409
Ashton Thomas Private Wealth
Arizona
– -$207K -5,232 Closed
MAM
410
Meeder Asset Management
Ohio
– -$138K -3,489 Closed
HT
411
Headlands Technologies
Illinois
– -$112K -2,828 Closed
Acadian Asset Management
412
Acadian Asset Management
Massachusetts
– -$64K -1,636 Closed
Pacer Advisors
413
Pacer Advisors
Pennsylvania
– -$37.2K -938 Closed
BCM
414
BluePath Capital Management
Georgia
– -$31.6K -797 Closed
RFA
415
Register Financial Advisors
Georgia
– -$19.8K -500 Closed
CFB
416
Cullen/Frost Bankers
Texas
– -$19.8K -500 Closed
BG
417
Bollard Group
Massachusetts
– -$12K -303 Closed
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
– -$11.3K -285 Closed
FRA
419
Front Row Advisors
California
– -$2.89K -73 Closed
MIA
420
Milestone Investment Advisors
Wisconsin
– -$992 -25 Closed
HI
421
Horizon Investments
North Carolina
– -$237 -6 Closed
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