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SM Energy
510 hedge funds and large institutions have $7.08B invested in SM Energy in 2026 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 213 increasing their positions, 56 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,200% more funds holding in top 10
Funds holding in top 10: 1 → 13 (+12)
346% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 50
280% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 56
236% more capital invested
Capital invested by funds: $2.11B → $7.08B (+$4.97B)
48% more funds holding
Funds holding: 344 → 510 (+166)
44% more call options, than puts
Call options by funds: $89.7M | Put options by funds: $62.4M
3.02% less ownership
Funds ownership: 98.29% → 95.26% (-3%)
Holders
510
Holders Change
+166
Holders Change %
+48.26%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1,200%
% of All Funds
0.16%
New
223
Increased
213
Reduced
56
Closed
50
Calls
$89.7M
Puts
$62.4M
Net Calls
+$27.3M
Net Calls Change
+$26.2M
Top Buyers
| 1 |
BlackRock
New York
|
+$399M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$317M |
| 3 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
+$239M |
| 4 |
DSC
Donald Smith & Co
New York
|
+$164M |
| 5 |
State Street
Boston,
Massachusetts
|
+$142M |
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39.8M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$39.4M |
| 3 |
D.E. Shaw & Co
New York
|
-$32.2M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$31.8M |
| 5 |
AG
Algert Global
San Francisco,
California
|
-$22.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
551
Byrne Asset Management
Kingston,
New Jersey
| – | -$100K | -5,356 | Closed |
|
|
SOW
552
State of Wyoming
Cheyenne,
Wyoming
| – | -$51.4K | -2,748 | Closed |
|
|
BCWM
553
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$26.5K | -1,400 | Closed |
|
|
SA
554
Strategic Advocates
Logan,
Utah
| – | -$8.15K | -434 | Closed |
|
|
VWWMG
555
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$3.23K | -173 | Closed |
|
|
PSFG
556
Park Square Financial Group
Roswell,
Georgia
| – | -$4.69K | -121 | Closed |
|
557
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$2K | -103 | Closed |
|
|
UFF
558
USA Financial Formulas
Ada,
Michigan
| – | -$785 | -42 | Closed |
|
|
SC
559
Solstein Capital
Menlo Park,
California
| – | -$617 | -33 | Closed |
|
|
EWM
560
Evermay Wealth Management
Arlington,
Virginia
| – | -$95 | -5 | Closed |
|