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SM Energy
SM

421 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

64% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $38.7M

36% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 126

8% more funds holding

Funds holding: 390 → 421 (+31)

0.15% less ownership

Funds ownership: 99.1% → 98.96% (-0.15%)

14% less capital invested

Capital invested by funds: $5.71B → $4.92B (-$793M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
421
Holders Change
+31
Holders Change %
+7.95%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
75
Increased
171
Reduced
126
Closed
39
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
+$51.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$28.8M
3
Jane Street
Jane Street
New York
+$26.5M
4
HF
HRT Financial
New York
+$25.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18.9M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$183M
2
FCM
Frontier Capital Management
Massachusetts
-$73.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$58.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$33.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$15.6M -$976K -19,880 -5%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$14.6M -$37.7K -768 -0.2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$14.4M +$1.43M +29,063 +10%
WAM
54
Weiss Asset Management
Massachusetts
$14.1M +$16M +326,568 New
EF
55
Empowered Funds
Pennsylvania
$13.9M +$5.67M +115,444 +56%
DAS
56
Diversify Advisory Services
Utah
$13.5M +$12.1M +247,331 +391%
SEI Investments
57
SEI Investments
Pennsylvania
$13.2M +$10.2M +206,905 +210%
OAMA
58
Oslo Asset Management AS
Norway
$12.5M -$1.47M -30,000 -9%
Citigroup
59
Citigroup
New York
$11.8M +$5.17M +105,274 +62%
Tudor Investment Corp
60
Tudor Investment Corp
Connecticut
$11.6M +$13.1M +267,176 New
CIM
61
Cambria Investment Management
California
$11.2M -$257K -5,229 -2%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.9M +$783K +15,952 +7%
PAM
63
Panagora Asset Management
Massachusetts
$10.9M +$6.71M +136,628 +118%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$10.1M -$521K -10,611 -4%
Prudential Financial
65
Prudential Financial
New Jersey
$9.87M -$10.6M -215,235 -49%
Swiss National Bank
66
Swiss National Bank
Switzerland
$9.85M -$93.3K -1,900 -0.8%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$9.78M +$404K +8,225 +4%
KCM
68
Kennedy Capital Management
Missouri
$9.26M +$1.6M +32,522 +18%
RA
69
Royce & Associates
New York
$8.94M +$3.46M +70,560 +52%
BA
70
Bridgewater Associates
Connecticut
$8.85M +$10.1M +204,702 New
CPC
71
Cookson Peirce & Co
Pennsylvania
$8.76M +$9.95M +202,697 New
LIA
72
LSP Investment Advisors
New York
$8.57M +$3.18M +64,840 +49%
Wells Fargo
73
Wells Fargo
California
$8.42M +$4.29M +87,446 +81%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.4M +$9.55M +194,398 New
Franklin Resources
75
Franklin Resources
California
$8.09M -$270K -5,508 -3%
1 2
3
4 5

SM Hedge Fund Activity: Q2 2024 in Review

421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2024, worth a combined $4.92B — down 14% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SM positions and 39 closed out — a net gain of 36 holders — while 171 added to existing stakes and 126 trimmed.

The largest buyer was Jupiter Asset Management, adding an estimated $51.4M. The largest seller was Pacer Advisors, cutting an estimated $183M.

  • 421 institutional investors held SM Energy (SM) as of Q2 2024, up from 390 in Q1 2024.
  • Funds reported $4.92B of SM Energy stock for Q2 2024, down 14% quarter-over-quarter.
  • 75 funds opened new SM Energy positions in Q2 2024 and 39 closed out, a net change of +36 holders.
  • The largest SM Energy buyer in Q2 2024 was Jupiter Asset Management, an estimated $51.4M added.
  • The largest SM Energy seller in Q2 2024 was Pacer Advisors, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2024.