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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$25.4M +$25.4M +846,844 New
FCM
27
Frontier Capital Management
Massachusetts
$24.9M -$11.6M -386,306 -32%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$21.3M -$13.9M -463,866 -39%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$21M -$961K -32,101 -4%
Renaissance Technologies
30
Renaissance Technologies
New York
$20.6M -$931K -31,100 -4%
Principal Financial Group
31
Principal Financial Group
Iowa
$19.6M +$536K +17,883 +3%
Jane Street
32
Jane Street
New York
$19.2M +$16M +533,000 +499%
NL
33
Nuveen LLC
North Carolina
$18.9M +$18.9M +631,370 New
TCM
34
Tributary Capital Management
Nebraska
$17.5M +$750K +25,041 +4%
WCM
35
Wedge Capital Management
North Carolina
$17.4M +$663K +22,126 +4%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$15.7M +$15.7M +522,974 New
Raymond James Financial
37
Raymond James Financial
Florida
$15.5M -$1.57M -52,469 -9%
Goldman Sachs
38
Goldman Sachs
New York
$15.3M -$25.2M -841,194 -62%
SEI Investments
39
SEI Investments
Pennsylvania
$15.2M +$1.94M +64,787 +15%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$15M -$1.35M -45,107 -8%
LSV Asset Management
41
LSV Asset Management
Illinois
$13.8M +$3.8M +126,991 +38%
PAM
42
Panagora Asset Management
Massachusetts
$13.8M +$3.83M +128,026 +38%
UBS Group
43
UBS Group
Switzerland
$13.8M -$381K -12,719 -3%
KCM
44
Kennedy Capital Management
Missouri
$13.4M +$4.49M +150,046 +50%
Aberdeen Group
45
Aberdeen Group
United Kingdom
$13.4M +$1.93M +64,648 +17%
Victory Capital Management
46
Victory Capital Management
Texas
$13M +$9.51M +317,421 +273%
GT
47
Glenmede Trust
Pennsylvania
$12.7M -$371K -12,396 -3%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M +$3.6M +120,275 +42%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.1M +$270K +9,003 +2%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$11.6M +$77K +2,572 +0.7%
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