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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$27.9M -$767K -19,800 -3%
Invesco
27
Invesco
Georgia
$27M -$3.75M -96,768 -12%
Principal Financial Group
28
Principal Financial Group
Iowa
$24.6M +$957K +24,701 +4%
CCMG
29
Clark Capital Management Group
Pennsylvania
$24.2M -$6.79M -175,164 -22%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$24.1M +$9.29M +239,719 +63%
Raymond James Financial
31
Raymond James Financial
Florida
$22.1M +$22.1M +569,118 New
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$22M +$55K +1,370 +0.3%
WCM
33
Wedge Capital Management
North Carolina
$21.7M -$5.31K -137 -0%
TCM
34
Tributary Capital Management
Nebraska
$21.6M +$21.5K +554 +0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$21.1M +$207K +5,345 +1%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$21M -$12.8M -330,746 -38%
Fisher Asset Management
37
Fisher Asset Management
Washington
$20.1M +$13.7M +354,297 +215%
Bank of America
38
Bank of America
North Carolina
$19.8M -$11.4M -295,115 -37%
Federated Hermes
39
Federated Hermes
Pennsylvania
$19.4M +$1.15M +29,656 +6%
UBS Group
40
UBS Group
Switzerland
$18.4M +$12.9M +333,662 +238%
SEI Investments
41
SEI Investments
Pennsylvania
$17.1M +$90.6K +2,338 +0.5%
GT
42
Glenmede Trust
Pennsylvania
$16.9M +$138K +3,565 +0.8%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$16.2M -$938K -24,195 -5%
TC
44
TownSquare Capital
Utah
$16.2M +$1.01M +26,032 +7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$15.3M +$306K +7,887 +2%
DAS
46
Diversify Advisory Services
Utah
$15.1M +$485K +11,191 +3%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$15.1M +$10.4M +267,789 +221%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$15M +$1.14M +29,428 +8%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$14.9M -$3.29M -84,441 -18%
UBS AM
50
UBS AM
Illinois
$14.4M -$1.94M -50,027 -12%