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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 %
Canada Pension Plan Investment Board
401
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.17M -30,200 Closed
ET
402
Entropy Technologies
New York
– -$1.15M -29,747 Closed
Holocene Advisors
403
Holocene Advisors
New York
– -$1.11M -28,604 Closed
SEC
404
Seven Eight Capital
New York
– -$852K -21,992 Closed
SGI
405
Summit Global Investments
Utah
– -$657K -16,958 Closed
DFCM
406
Dark Forest Capital Management
Puerto Rico
– -$518K -13,370 Closed
PI
407
PEAK6 Investments
Illinois
– -$456K -11,774 Closed
GCP
408
GSA Capital Partners
United Kingdom
– -$394K -10,188 Closed
EGM
409
Engineers Gate Manager
New York
– -$388K -10,024 Closed
BMCM
410
Black Maple Capital Management
Wisconsin
– -$368K -9,500 Closed
WG
411
Winton Group
United Kingdom
– -$319K -8,233 Closed
PTC
412
Petrus Trust Company
Texas
– -$299K -7,725 Closed
AA
413
AlphaMark Advisors
Kentucky
– -$258K -6,656 Closed
RAM
414
Readystate Asset Management
Illinois
– -$231K -5,953 Closed
SFFS
415
Stonehage Fleming Financial Services
Jersey
– -$103K -2,670 Closed
WTG
416
West Tower Group
Virginia
– -$49.8K -1,287 Closed
MSWM
417
McGlone Suttner Wealth Management
Wisconsin
– -$40.7K -1,052 Closed
RCM
418
Raleigh Capital Management
North Carolina
– -$14.3K -368 Closed
PE
419
Point72 Europe
United Kingdom
– -$9.41K -243 Closed
EC
420
EntryPoint Capital
New York
– -$8.64K -223 Closed
LF
421
Lee Financial
Texas
– -$7.16K -185 Closed
ASN
422
Advisory Services Network
Georgia
– -$3.49K -90 Closed
AssetMark Inc
423
AssetMark Inc
California
– -$2.21K -57 Closed
GWS
424
Glassman Wealth Services
Virginia
– -$2.21K -57 Closed
VNA
425
Valley National Advisers
Pennsylvania
– -$1K -40 Closed
14 15 16
17
18