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SM Energy
SM

Overview Fund Activity

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

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
Citadel Advisors
Florida
$74M
3
Jane Street
Jane Street
New York
$24M
4
HF
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$158K
2
FCM
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
426
Quantitative Investment Management
Virginia
– -$1.17M -23,483 Closed
Qube Research & Technologies (QRT)
427
Qube Research & Technologies (QRT)
United Kingdom
– -$1.07M -21,531 Closed
QT
428
Quantbot Technologies
New York
– -$972K -19,500 Closed
BC
429
Bridgefront Capital
Texas
– -$795K -15,952 Closed
MYIA
430
Mount Yale Investment Advisors
Colorado
– -$691K -13,871 Closed
FTIS
431
First Trust Investment Solutions
Florida
– -$691K -13,871 Closed
TCM
432
Teza Capital Management
Illinois
– -$651K -13,069 Closed
QC
433
Quadrature Capital
United Kingdom
– -$531K -10,641 Closed
KI
434
Kapitalo Investimentos
Brazil
– -$434K -8,699 Closed
CM
435
Capula Management
Cayman Islands
– -$329K -6,599 Closed
SC
436
Shay Capital
New York
– -$324K -6,500 Closed
PCMC
437
Paragon Capital Management (Colorado)
Colorado
– -$322K -6,463 Closed
MLICM
438
Metropolitan Life Insurance Company (MetLife)
New York
– -$304K -6,090 Closed
PP
439
Paloma Partners
Connecticut
– -$296K -5,934 Closed
VAM
440
Verity Asset Management
North Carolina
– -$262K -5,246 Closed
UCFA
441
United Capital Financial Advisors
Texas
– -$253K -5,076 Closed
IA
442
Inspire Advisors
Idaho
– -$243K -4,872 Closed
KWM
443
Kingsview Wealth Management
Oregon
– -$241K -4,827 Closed
VT
444
Vise Technologies
New York
– -$236K -4,740 Closed
RFC
445
Regions Financial Corp
Alabama
– -$235K -4,720 Closed
WS
446
Wedbush Securities
California
– -$233K -4,671 Closed
CAPTRUST Financial Advisors
447
CAPTRUST Financial Advisors
North Carolina
– -$233K -4,668 Closed
MF
448
Magnetar Financial
Illinois
– -$220K -4,412 Closed
PWPS
449
Pinnacle Wealth Planning Services
Ohio
– -$210K -4,214 Closed
BP
450
Ballentine Partners
Massachusetts
– -$203K -4,071 Closed
15 16 17
18
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