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SM Energy
SM

Overview Fund Activity

362 hedge funds and large institutions have $2.82B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 123 reducing their positions, and 66 closing their positions.

Holders
362
Holders Change
-37
Holders Change %
-9.27%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
123
Closed
66
Calls
$38.4M
Puts
$18.3M
Net Calls
+$20.1M
Net Calls Change
-$5.52M

Top Buyers

1
BlackRock
1
BlackRock
New York
$492M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
Macquarie Group
3
Macquarie Group
Australia
$84.9M
4
WP
4
Woodline Partners
California
$20.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$26.7M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$6.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$83.4M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$20.2M 817,070 +106,205 +15%
WP
27
Woodline Partners
California
$20.1M 812,696 +812,696 New
FCM
28
Frontier Capital Management
Massachusetts
$18.9M 765,825 -65,506 -8%
Jane Street
29
Jane Street
New York
$18.9M 763,862 +123,980 +19%
Goldman Sachs
30
Goldman Sachs
New York
$18.2M 737,219 +227,098 +45%
WCM
31
Wedge Capital Management
North Carolina
$15.4M 623,617 +41,247 +7%
Victory Capital Management
32
Victory Capital Management
Texas
$14.4M 584,209 +150,375 +35%
Principal Financial Group
33
Principal Financial Group
Iowa
$14M 567,523 -86,182 -13%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$13.9M 559,288 +112,529 +25%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$13.9M 563,312 +63,458 +13%
SEI Investments
36
SEI Investments
Pennsylvania
$13.5M 546,938 +40,288 +8%
Ameriprise
37
Ameriprise
Minnesota
$13.2M 533,435 -484,263 -48%
Raymond James Financial
38
Raymond James Financial
Florida
$13.1M 528,183 +11,534 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$12.8M 518,160 -328,684 -39%
FGP
40
Freestone Grove Partners
California
$12.8M 518,146 +315,323 +155%
GIM
41
Glenmede Investment Management
Pennsylvania
$12.7M 514,519 +514,519 New
TCM
42
Tributary Capital Management
Nebraska
$12.4M 500,644 -82,369 -14%
PAM
43
Panagora Asset Management
Massachusetts
$11.5M 467,112 +5,494 +1%
LSV Asset Management
44
LSV Asset Management
Illinois
$11.3M 457,100 -5,191 -1%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.8M 437,534 +32,202 +8%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.3M 417,174 +132,835 +47%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$9.7M 392,484 +3,845 +1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$9.57M 387,290 -15,577 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.29M 376,005 +46,900 +14%
BA
50
Bridgewater Associates
Connecticut
$8.62M 349,034 +313,165 +873%
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