SM icon

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 %
VWM
401
Vermillion Wealth Management
Minnesota
$1.17K +$1.17K +30 New
CFD
402
Creative Financial Designs
Indiana
$1.12K +$1.12K +29 New
PFBT
403
Parkside Financial Bank & Trust
Missouri
$1.09K
AW
404
Avion Wealth
Texas
$1K -$297 -11 -23%
PMAM
405
Picton Mahoney Asset Management
Ontario, Canada
$1K
SIC
406
SJS Investment Consulting
Ohio
$969
PWMG
407
Private Wealth Management Group
New Jersey
$853 -$5.89K -152 -87%
SS
408
SBI Securities
Japan
$814 +$814 +21 New
PWMG
409
Prestige Wealth Management Group
New Jersey
$659
CWP
410
Concord Wealth Partners
Virginia
$620
PWA
411
Provenance Wealth Advisors
Florida
$543
Walleye Capital
412
Walleye Capital
New York
$388 -$1.83M -47,232 -100%
CPG
413
Cornerstone Planning Group
New Jersey
$318 +$318 +8 New
AWM
414
Abound Wealth Management
Tennessee
$311
GFPC
415
Global Financial Private Client
Florida
$310 +$310 +8 New
T
416
Transce3nd
Texas
$271 +$271 +7 New
WCM
417
WealthTrak Capital Management
Virginia
$194 +$194 +5 New
AWM
418
Avior Wealth Management
Nebraska
$193 -$3.17K -82 -94%
MCM
419
MV Capital Management
Maryland
$117 +$78 +2 +200%
TFM
420
TFC Financial Management
Massachusetts
$39
AWM
421
Activest Wealth Management
Florida
$39 +$39 +1 New
CIM
422
Cambria Investment Management
California
-$10.1M -253,075 Closed
Schroder Investment Management Group
423
Schroder Investment Management Group
United Kingdom
-$3.58M -89,820 Closed
SEC
424
Seven Eight Capital
New York
-$2.72M -67,946 Closed
CWM
425
Centric Wealth Management
Illinois
-$2.89M -65,665 Closed