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SM Energy
SM

Overview Fund Activity

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$57M
3
American Century Companies
3
American Century Companies
Missouri
$135M
4
ACG
4
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
1
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
JAM
5
Jupiter Asset Management
United Kingdom
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$35.1M -$914K -22,865 -3%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$34.9M +$1.75M +43,775 +5%
PCM
28
Palisade Capital Management
New Jersey
$34M -$3.7M -92,694 -10%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$32.7M +$31.3M +782,728 +2,217%
Bank of America
30
Bank of America
North Carolina
$32.2M -$5.2M -130,206 -14%
CCMG
31
Clark Capital Management Group
Pennsylvania
$32M -$4.63M -115,789 -13%
Invesco
32
Invesco
Georgia
$31.7M -$2.67M -66,804 -8%
Renaissance Technologies
33
Renaissance Technologies
New York
$29.5M -$18.1M -452,737 -38%
Citadel Advisors
34
Citadel Advisors
Florida
$25.2M -$43.2M -1,081,116 -63%
Principal Financial Group
35
Principal Financial Group
Iowa
$24.4M -$67.1K -1,679 -0.3%
WCM
36
Wedge Capital Management
North Carolina
$22.4M -$1.31M -32,860 -6%
TCM
37
Tributary Capital Management
Nebraska
$22.3M -$477K -11,930 -2%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$21.8M -$5.55M -138,865 -20%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$21.6M -$1.06M -26,483 -5%
BA
40
Bridgewater Associates
Connecticut
$19.4M +$11.2M +279,417 +136%
Federated Hermes
41
Federated Hermes
Pennsylvania
$18.8M +$3.6M +90,129 +24%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$18.7M +$1.14M +28,425 +6%
SCM
43
SIR Capital Management
New York
$18.6M +$336K +8,400 +2%
Allianz Asset Management
44
Allianz Asset Management
Germany
$18.5M -$6.94M -173,584 -27%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$17.7M +$1.23M +30,838 +8%
SEI Investments
46
SEI Investments
Pennsylvania
$17.6M +$5.36M +134,029 +44%
GT
47
Glenmede Trust
Pennsylvania
$17.3M +$429K +10,728 +3%
UBS AM
48
UBS AM
Illinois
$16.9M -$1.02M -25,563 -6%
JAM
49
Jupiter Asset Management
United Kingdom
$16.6M -$29.7M -743,773 -64%
TC
50
TownSquare Capital
Utah
$15.6M +$11.4M +284,665 +267%
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