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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 %
QCM
451
QRG Capital Management
Illinois
– -$218K -5,633 Closed
Truist Financial
452
Truist Financial
North Carolina
– -$216K -5,565 Closed
CC
453
Corton Capital
Ontario, Canada
– -$213K -5,486 Closed
PWG
454
Portside Wealth Group
Utah
– -$212K -5,482 Closed
HH
455
Hilltop Holdings
Texas
– -$209K -5,395 Closed
N
456
Numerai
California
– -$208K -5,360 Closed
Luther King Capital Management (LKCM)
457
Luther King Capital Management (LKCM)
Texas
– -$206K -5,304 Closed
PIM
458
Plato Investment Management
Australia
– -$150K -3,863 Closed
BC
459
Bayforest Capital
United Kingdom
– -$92.6K -2,389 Closed
Walleye Trading
460
Walleye Trading
New York
– -$83.7K -2,159 Closed
RS
461
R Squared
Hong Kong
– -$60.9K -1,570 Closed
CAS
462
Coppell Advisory Solutions
Texas
– -$23.4K -608 Closed
EFP
463
EnRich Financial Partners
Wisconsin
– -$15.5K -400 Closed
LFA
464
LGT Financial Advisors
Texas
– -$8.95K -231 Closed
RFS
465
Richardson Financial Services
Massachusetts
– -$8.77K -228 Closed
PSFG
466
Park Square Financial Group
Georgia
– -$7.17K -185 Closed
AssetMark Inc
467
AssetMark Inc
California
– -$4.65K -120 Closed
VCM
468
Versant Capital Management
Arizona
– -$4.34K -112 Closed
HT
469
Headlands Technologies
Illinois
– -$3.1K -80 Closed
LI
470
LRI Investments
Florida
– -$2.89K -75 Closed
NWWA
471
New Wave Wealth Advisors
Arkansas
– -$2.79K -72 Closed
CFO
472
CVA Family Office
Colorado
– -$2.75K -71 Closed
CFGS
473
Concourse Financial Group Securities
Alabama
– -$1.59K -38 Closed
RS
474
Rakuten Securities
Japan
– -$1.36K -35 Closed
BWL
475
Bogart Wealth LLC
Virginia
– -$1.28K -33 Closed
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