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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$27M -$195K -4,923 -0.7%
Principal Financial Group
27
Principal Financial Group
Iowa
$26.8M -$1.64M -41,373 -6%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$25.1M +$6.21M +156,689 +33%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$25M -$15.3M -385,955 -38%
SCM
30
SIR Capital Management
New York
$21.6M +$2.16M +54,400 +11%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$21.3M -$385K -9,710 -2%
WCM
32
Wedge Capital Management
North Carolina
$21.2M -$2.9M -73,143 -12%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$20.4M -$13.3M -336,316 -40%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$19.5M -$31.2M -787,760 -62%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$19.3M +$19.3M +487,105 New
Prudential Financial
36
Prudential Financial
New Jersey
$18.5M -$1.36M -34,370 -7%
TCM
37
Tributary Capital Management
Nebraska
$17.9M +$3.44M +86,854 +24%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$17.6M +$2.3M +57,983 +15%
Bank of America
39
Bank of America
North Carolina
$17.4M -$10M -253,374 -37%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$16.9M -$80.1K -2,019 -0.5%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$16.8M +$6.61M +166,626 +65%
ACG
42
Aventail Capital Group
New York
$16.5M -$9.76M -246,192 -37%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$16.4M -$10.3M -260,212 -39%
GT
44
Glenmede Trust
Pennsylvania
$15.8M -$27.8K -701 -0.2%
Legal & General Group
45
Legal & General Group
United Kingdom
$15.5M -$660K -16,639 -4%
HF
46
HRT Financial
New York
$14.2M +$14.2M +357,756 New
OAMA
47
Oslo Asset Management AS
Norway
$13.9M -$2.18M -55,000 -14%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$13.6M +$3.19M +80,509 +31%
Barclays
49
Barclays
United Kingdom
$13M -$8.24M -207,684 -39%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$12.7M -$823K -20,761 -6%