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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
WHG
4
Westwood Holdings Group
Texas
$50.1M
5
ACG
5
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.2M
2
Invesco
2
Invesco
Georgia
$42.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$34M +$30.4M +785,222 +849%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$29.1M +$8.28M +213,866 +40%
GKIM
28
GW&K Investment Management
Massachusetts
$26.5M -$926K -23,907 -3%
SCM
29
SIR Capital Management
New York
$25.8M +$4.72M +121,900 +22%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$24.9M -$1.49M -38,390 -6%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$24.8M +$362K +9,361 +1%
WCM
32
Wedge Capital Management
North Carolina
$24.4M +$3.66M +94,419 +18%
Principal Financial Group
33
Principal Financial Group
Iowa
$23.5M -$2.65M -68,512 -10%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$22.8M -$7.67M -198,024 -25%
TCM
35
Tributary Capital Management
Nebraska
$22.2M +$4.77M +123,126 +27%
HCM
36
Hodges Capital Management
Texas
$21.6M +$12.8M +331,059 +146%
Bank of America
37
Bank of America
North Carolina
$20.8M +$3.75M +96,899 +22%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$19.8M -$130K -3,365 -0.7%
Millennium Management
39
Millennium Management
New York
$19.2M -$68.4M -1,767,337 -78%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$18M -$817K -21,093 -4%
Prudential Financial
41
Prudential Financial
New Jersey
$17.9M -$129K -3,333 -0.7%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$16.1M -$390K -10,063 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$15.3M +$2.11M +54,393 +16%
GT
44
Glenmede Trust
Pennsylvania
$15.1M -$354K -9,143 -2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$15.1M -$932K -24,067 -6%
Legal & General Group
46
Legal & General Group
United Kingdom
$14.8M -$314K -8,120 -2%
OAMA
47
Oslo Asset Management AS
Norway
$13.6M – – –
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$12.3M +$12.3M +317,931 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$11.9M +$9.06M +233,884 +316%
Barclays
50
Barclays
United Kingdom
$10.7M -$1.96M -50,702 -16%
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