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SM Energy
SM

Overview Fund Activity

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74M
3
Jane Street
3
Jane Street
New York
$24M
4
HF
4
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$158K
2
FCM
2
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
4
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$43.5M -$87.2K -2,016 -0.2%
PCM
27
Palisade Capital Management
New Jersey
$40.8M -$926K -21,415 -2%
Bank of America
28
Bank of America
North Carolina
$40.5M +$11.9M +275,551 +42%
CCMG
29
Clark Capital Management Group
Pennsylvania
$39.6M +$14.1M +325,699 +55%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$39M +$5.92M +136,881 +18%
Invesco
31
Invesco
Georgia
$37.1M -$10.8M -248,760 -22%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$35.8M -$4.19M -96,927 -10%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$29.6M -$6.85M -158,509 -19%
Allianz Asset Management
34
Allianz Asset Management
Germany
$27.5M +$4.82M +111,572 +21%
Principal Financial Group
35
Principal Financial Group
Iowa
$26.5M -$1.16M -26,880 -4%
Millennium Management
36
Millennium Management
New York
$25.8M +$1.75M +40,386 +7%
WCM
37
Wedge Capital Management
North Carolina
$25.6M +$1.18M +27,405 +5%
TCM
38
Tributary Capital Management
Nebraska
$24.6M +$70.2K +1,623 +0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$24.5M +$3.27M +75,754 +15%
Jane Street
40
Jane Street
New York
$24M +$23.3M +539,546 +3,420%
HF
41
HRT Financial
New York
$22.7M +$22.7M +525,061 New
SCM
42
SIR Capital Management
New York
$19.8M +$11.7M +270,754 +145%
UBS AM
43
UBS AM
Illinois
$19.3M +$14.7M +339,959 +316%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$18.9M -$749K -17,326 -4%
GT
45
Glenmede Trust
Pennsylvania
$18.2M +$148K +3,426 +0.8%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$17.8M +$8.02M +185,433 +82%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$17.2M -$400K -9,256 -2%
Federated Hermes
48
Federated Hermes
Pennsylvania
$16.4M +$9.44M +218,428 +135%
EAM
49
Eagle Asset Management
Florida
$16.2M +$8.14M +186,389 +101%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$16.1M +$12M +277,111 +291%
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