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SM Energy

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FNWA
401
Financial Network Wealth Advisors
Utah
$1.34K +$1.34K +31 New
PFBT
402
Parkside Financial Bank & Trust
Missouri
$1.21K
CFO
403
CVA Family Office
Colorado
$1.21K +$1.21K +28 New
ECM
404
Everence Capital Management
Indiana
$1.11K
SIC
405
SJS Investment Consulting
Ohio
$1.08K
RFG
406
RFP Financial Group
Georgia
$1.08K
AW
407
Avion Wealth
Texas
$1K
Cohen & Steers
408
Cohen & Steers
New York
$1K +$1K +29 New
FCG
409
Financial Connections Group
California
$1K +$1K +46 New
IC
410
Innealta Capital
Texas
$907 +$907 +21 New
HI
411
Horizon Investments
North Carolina
$818 +$818 +19 New
PWMG
412
Prestige Wealth Management Group
New Jersey
$735
AWM
413
Abound Wealth Management
Tennessee
$735 +$130 +3 +21%
GI
414
Gradient Investments
Minnesota
$735 +$432 +10 +143%
S
415
Sachetta
Massachusetts
$675 +$675 +15 New
PWA
416
Provenance Wealth Advisors
Florida
$605
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$519 +$519 +12 New
MCM
418
MV Capital Management
Maryland
$87
Wellington Management Group
419
Wellington Management Group
Massachusetts
-$24.4M -489,902 Closed
Marshall Wace
420
Marshall Wace
United Kingdom
-$9.37M -187,988 Closed
EW
421
Evoke Wealth
California
-$8.12M -162,936 Closed
CEI
422
Clark Estates Inc
New York
-$4.03M -80,800 Closed
AIG
423
American International Group
New York
-$3.12M -62,511 Closed
FC
424
FORA Capital
Florida
-$3.12M -62,508 Closed
TI
425
Tidal Investments
Wisconsin
-$1.7M -34,138 Closed