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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
WHG
4
Westwood Holdings Group
Texas
$50.1M
5
ACG
5
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.2M
2
Invesco
2
Invesco
Georgia
$42.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$10.7M +$4.21M +108,803 +65%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$10.3M +$1.16M +29,962 +13%
Alyeska Investment Group
53
Alyeska Investment Group
Illinois
$10.1M -$6.27M -162,028 -38%
AG
54
Algert Global
California
$10M -$688K -17,779 -6%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$9.5M -$7.69M -198,640 -45%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$9.43M +$913K +23,581 +11%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.35M +$3.67M +94,702 +65%
CIM
58
Cambria Investment Management
California
$9.3M +$2.97M +76,654 +47%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.06M -$1.2M -31,100 -12%
PHS
60
Pekin Hardy Strauss
Illinois
$8.75M +$221K +5,713 +3%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$8.62M -$747K -19,291 -8%
AllianceBernstein
62
AllianceBernstein
Tennessee
$8.51M +$2.5M +64,602 +42%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$8.12M +$1.55M +40,158 +24%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$7.68M +$817K +21,102 +12%
Citigroup
65
Citigroup
New York
$7.46M +$689K +17,791 +10%
Point72 Asset Management
66
Point72 Asset Management
Connecticut
$7.38M +$6.95M +179,549 +1,640%
EAM
67
Eagle Asset Management
Florida
$7.22M -$1.17M -30,263 -14%
Deutsche Bank
68
Deutsche Bank
Germany
$7.2M +$4.35M +112,256 +152%
Allianz Asset Management
69
Allianz Asset Management
Germany
$7.15M +$7.15M +184,762 New
Comerica Bank
70
Comerica Bank
Texas
$7.14M +$684K +17,675 +11%
SPC
71
Silver Point Capital
Connecticut
$7.07M +$7.07M +182,700 New
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$6.95M -$17.5M -453,178 -72%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$6.92M -$269K -6,948 -4%
KCM
74
Kennedy Capital Management
Missouri
$6.7M +$6.7M +173,080 New
RJA
75
Raymond James & Associates
Florida
$6.23M -$1.24M -31,996 -17%
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