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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 %
PCM
426
Penserra Capital Management
California
– -$486K -12,547 Closed
Envestnet Portfolio Solutions
427
Envestnet Portfolio Solutions
Illinois
– -$473K -12,214 Closed
CIC
428
Cornercap Investment Counsel
Georgia
– -$444K -11,461 Closed
PAS
429
Park Avenue Securities
New York
– -$428K -11,049 Closed
IB
430
Intrust Bank
Kansas
– -$396K -10,229 Closed
TSS
431
Two Sigma Securities
New York
– -$371K -9,578 Closed
AA
432
ALPS Advisors
Colorado
– -$348K -8,980 Closed
PP
433
Prudential plc
United Kingdom
– -$336K -8,679 Closed
FCM
434
Fieldview Capital Management
Michigan
– -$329K -8,493 Closed
ICA
435
Infrastructure Capital Advisors
New York
– -$322K -8,304 Closed
LF
436
Lee Financial
Texas
– -$310K -8,000 Closed
CAPTRUST Financial Advisors
437
CAPTRUST Financial Advisors
North Carolina
– -$305K -7,862 Closed
Wealth Enhancement Advisory Services
438
Wealth Enhancement Advisory Services
Minnesota
– -$298K -7,683 Closed
LCM
439
Landscape Capital Management
New Jersey
– -$294K -7,595 Closed
1C
440
111 Capital
France
– -$281K -7,238 Closed
CG
441
Caprock Group
Idaho
– -$280K -7,234 Closed
PCP
442
Proficio Capital Partners
Massachusetts
– -$256K -6,606 Closed
PA
443
Profund Advisors
Maryland
– -$247K -6,383 Closed
CWP
444
CFM Wealth Partners
Texas
– -$243K -6,277 Closed
HFO
445
Heritage Family Offices
Arizona
– -$242K -6,237 Closed
OSAM
446
O'Shaughnessy Asset Management
Connecticut
– -$234K -6,037 Closed
SC
447
Syon Capital
California
– -$222K -5,726 Closed
Neuberger Berman Group
448
Neuberger Berman Group
New York
– -$221K -5,704 Closed
CIBC World Market
449
CIBC World Market
Ontario, Canada
– -$221K -5,690 Closed
ECM
450
Everence Capital Management
Indiana
– -$219K -5,650 Closed
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