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SM Energy
SM

Overview Fund Activity

362 hedge funds and large institutions have $2.82B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 123 reducing their positions, and 66 closing their positions.

Holders
362
Holders Change
-37
Holders Change %
-9.27%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
123
Closed
66
Calls
$38.4M
Puts
$18.3M
Net Calls
+$20.1M
Net Calls Change
-$5.52M

Top Buyers

1
BlackRock
1
BlackRock
New York
$492M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
Macquarie Group
3
Macquarie Group
Australia
$84.9M
4
WP
4
Woodline Partners
California
$20.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$26.7M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$6.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$83.4M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Verition Fund Management
51
Verition Fund Management
Connecticut
$8.33M 337,212 +259,944 +336%
KCM
52
Kennedy Capital Management
Missouri
$8.32M 336,570 -112,039 -25%
Legal & General Group
53
Legal & General Group
United Kingdom
$8.14M 329,450 +508 +0.2%
UBS Group
54
UBS Group
Switzerland
$7.91M 320,216 -140,828 -31%
Alyeska Investment Group
55
Alyeska Investment Group
Illinois
$7.6M 307,413 -215,561 -41%
PHS
56
Pekin Hardy Strauss
Illinois
$7.54M 305,006 +118,291 +63%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$7.48M 302,800 +110,235 +57%
William Blair Investment Management
58
William Blair Investment Management
Illinois
$7.46M 301,909 -399,528 -57%
Prudential Financial
59
Prudential Financial
New Jersey
$7.28M 294,546 +73,240 +33%
RA
60
Royce & Associates
New York
$7.19M 290,876 +20,816 +8%
Capital Fund Management (CFM)
61
Capital Fund Management (CFM)
France
$7.03M 284,618 +204,262 +254%
UBS AM
62
UBS AM
Illinois
$7.02M 284,079 -91,837 -24%
First Eagle Investment Management
63
First Eagle Investment Management
New York
$6.93M 280,303 +3,000 +1%
HHAM
64
HITE Hedge Asset Management
Massachusetts
$6.62M 268,023 -1,201,266 -82%
Barclays
65
Barclays
United Kingdom
$6.53M 264,356 +72,421 +38%
DA
66
Denali Advisors
California
$6.47M 261,902 +89,558 +52%
Squarepoint
67
Squarepoint
New York
$6.1M 246,729 +189,660 +332%
Wells Fargo
68
Wells Fargo
California
$6.05M 244,956 +27,313 +13%
TI
69
Trexquant Investment
Connecticut
$5.84M 236,222 +236,222 New
CAU
70
Caxton Associates (UK)
$5.43M 219,898 +72,857 +50%
Swiss National Bank
71
Swiss National Bank
Switzerland
$5.4M 218,600 -3,000 -1%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$5.4M 218,419 +218,419 New
Renaissance Technologies
73
Renaissance Technologies
New York
$5.16M 208,900 -478,963 -70%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$5.07M 205,239 -2,576 -1%
AG
75
Algert Global
California
$4.66M 188,458 +175,098 +1,311%
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