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SM Energy
SM

Overview Fund Activity

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$57M
3
American Century Companies
3
American Century Companies
Missouri
$135M
4
ACG
4
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
1
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
JAM
5
Jupiter Asset Management
United Kingdom
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$15.5M +$6.39M +159,745 +70%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$15.4M -$479K -11,973 -3%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$15.3M +$8.54M +213,587 +127%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$14.4M +$13.9M +348,527 +3,026%
DAS
55
Diversify Advisory Services
Utah
$14.3M +$1.16M +27,519 +9%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$14.3M +$979K +24,505 +7%
EAM
57
Eagle Asset Management
Florida
$14.1M -$2.05M -47,202 -13%
Legal & General Group
58
Legal & General Group
United Kingdom
$13.6M -$871K -21,799 -6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$13.6M +$106K +2,644 +0.8%
Man Group
60
Man Group
United Kingdom
$12.8M +$11.8M +295,955 +1,211%
PAM
61
Panagora Asset Management
Massachusetts
$12.2M +$2.11M +52,757 +21%
KCM
62
Kennedy Capital Management
Missouri
$11.7M +$3.14M +78,651 +37%
Millennium Management
63
Millennium Management
New York
$11M -$12.9M -321,659 -54%
CIM
64
Cambria Investment Management
California
$10.1M -$221K -5,537 -2%
Barclays
65
Barclays
United Kingdom
$10M +$3.21M +80,343 +47%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.7M -$412K -10,300 -4%
Citigroup
67
Citigroup
New York
$9.4M -$1.55M -38,712 -14%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$9.07M -$226K -5,646 -2%
Swiss National Bank
69
Swiss National Bank
Switzerland
$8.98M -$124K -3,100 -1%
RA
70
Royce & Associates
New York
$8.71M +$446K +11,153 +5%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$8.44M -$606K -15,155 -7%
First Eagle Investment Management
72
First Eagle Investment Management
New York
$8.05M +$811K +20,300 +11%
EF
73
Empowered Funds
Pennsylvania
$7.96M -$4.85M -121,373 -38%
LIA
74
LSP Investment Advisors
New York
$7.92M – – –
Wells Fargo
75
Wells Fargo
California
$7.84M +$53.2K +1,331 +0.7%
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