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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
401
Clark Capital Management Group
Pennsylvania
– -$24.2M -624,869 Closed
BGIM
402
Brandywine Global Investment Management
Pennsylvania
– -$15.1M -388,761 Closed
LIA
403
LSP Investment Advisors
New York
– -$11.8M -304,191 Closed
Assenagon Asset Management
404
Assenagon Asset Management
Luxembourg
– -$7.61M -196,441 Closed
Balyasny Asset Management
405
Balyasny Asset Management
Illinois
– -$7.57M -195,400 Closed
Marshall Wace
406
Marshall Wace
United Kingdom
– -$6.53M -168,381 Closed
HIM
407
Hillsdale Investment Management
Ontario, Canada
– -$3.79M -97,800 Closed
WAM
408
Weiss Asset Management
Massachusetts
– -$2.47M -63,601 Closed
FMI
409
F/M Investments
District of Columbia
– -$2.16M -55,635 Closed
ACM
410
Aquatic Capital Management
Illinois
– -$2.01M -51,771 Closed
QT
411
Quantbot Technologies
New York
– -$2M -51,505 Closed
CC
412
Centiva Capital
New York
– -$1.64M -42,429 Closed
SSA
413
Schonfeld Strategic Advisors
New York
– -$1.18M -30,545 Closed
SCM
414
SIR Capital Management
New York
– -$1.16M -29,974 Closed
Tudor Investment Corp
415
Tudor Investment Corp
Connecticut
– -$1.08M -27,927 Closed
QCM
416
Qsemble Capital Management
New York
– -$966K -24,913 Closed
Blackstone Inc
417
Blackstone Inc
New York
– -$932K -24,034 Closed
GP
418
Gallo Partners
New Jersey
– -$930K -24,000 Closed
AAM
419
Azzad Asset Management
Virginia
– -$923K -23,802 Closed
BHCM
420
Brevan Howard Capital Management
Jersey
– -$890K -22,949 Closed
AC
421
Aristeia Capital
Connecticut
– -$786K -20,271 Closed
RL
422
Ruffer LLP
United Kingdom
– -$728K -18,783 Closed
ATPW
423
Ashton Thomas Private Wealth
Arizona
– -$666K -17,186 Closed
OAM
424
Oxford Asset Management
United Kingdom
– -$514K -13,265 Closed
CCIA
425
Campbell & Co Investment Adviser
Maryland
– -$502K -12,961 Closed
15 16
17
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