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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 %
CFO
401
CVA Family Office
Colorado
$1.04K -$80 -2 -7%
SIC
402
SJS Investment Consulting
Ohio
$1K
AW
403
Avion Wealth
Texas
$1K +$229 +11 +30%
PMAM
404
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +29 New
CPA
405
Capital Performance Advisors
California
$919 +$919 +23 New
VCM
406
Versant Capital Management
Arizona
$759 -$4.39K -110 -85%
PWMG
407
Prestige Wealth Management Group
New Jersey
$680
CWP
408
Concord Wealth Partners
Virginia
$640 +$640 +16 New
BGAI
409
Bruce G. Allen Investments
Colorado
$600 +$600 +15 New
BF
410
BOK Financial
Oklahoma
$573 +$573 +13 New
PWA
411
Provenance Wealth Advisors
Florida
$560
AWM
412
Abound Wealth Management
Tennessee
$320 -$360 -9 -53%
MFG
413
Mendota Financial Group
Wisconsin
$160 +$160 +4 New
MCM
414
MV Capital Management
Maryland
$40 -$40 -1 -50%
TFM
415
TFC Financial Management
Massachusetts
$40 +$40 +1 New
IAIM
416
International Assets Investment Management
Florida
$36 +$35 +1,403 +3,897%
T. Rowe Price Investment Management
417
T. Rowe Price Investment Management
Maryland
-$67.7M -1,566,857 Closed
HF
418
HRT Financial
New York
-$22.7M -525,061 Closed
WAM
419
Weiss Asset Management
Massachusetts
-$14.1M -326,568 Closed
OAMA
420
Oslo Asset Management AS
Norway
-$12.5M -290,108 Closed
Tudor Investment Corp
421
Tudor Investment Corp
Connecticut
-$11.6M -267,176 Closed
CPC
422
Cookson Peirce & Co
Pennsylvania
-$8.76M -202,697 Closed
TC
423
TwinBeech Capital
New York
-$5.47M -126,427 Closed
TPSF
424
Texas Permanent School Fund
Texas
-$5.31M -122,793 Closed
CG
425
Castellan Group
Kentucky
-$4.65M -107,501 Closed