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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
51
Millennium Management
New York
$13.5M +$2.76M +71,172 +26%
Legal & General Group
52
Legal & General Group
United Kingdom
$13.2M -$22.9K -592 -0.2%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$13.1M -$44.2K -1,140 -0.3%
LSV Asset Management
54
LSV Asset Management
Illinois
$13M +$8.2M +211,500 +171%
PAM
55
Panagora Asset Management
Massachusetts
$12.9M +$1.12M +28,818 +9%
JAM
56
Jupiter Asset Management
United Kingdom
$12.1M -$4.06M -104,750 -25%
LIA
57
LSP Investment Advisors
New York
$11.8M +$4.11M +105,945 +53%
BA
58
Bridgewater Associates
Connecticut
$11.8M -$7M -180,715 -37%
KCM
59
Kennedy Capital Management
Missouri
$11.6M +$219K +5,657 +2%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11M +$1.64M +42,253 +17%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$11M -$27.5M -709,883 -71%
Citigroup
62
Citigroup
New York
$10.5M +$1.39M +35,988 +15%
Wells Fargo
63
Wells Fargo
California
$10.2M +$2.6M +67,178 +34%
Barclays
64
Barclays
United Kingdom
$9.88M +$182K +4,697 +2%
ACG
65
Aventail Capital Group
New York
$9.69M -$29.7M -765,138 -75%
First Eagle Investment Management
66
First Eagle Investment Management
New York
$9.33M +$1.52M +39,300 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.23M +$2.16M +55,600 +30%
RA
68
Royce & Associates
New York
$9.01M +$568K +14,644 +7%
Swiss National Bank
69
Swiss National Bank
Switzerland
$8.71M
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$8.08M -$101K -2,609 -1%
Man Group
71
Man Group
United Kingdom
$7.63M -$4.79M -123,454 -39%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$7.61M -$24.1M -621,591 -76%
FP
73
Foundry Partners
Minnesota
$7.59M +$1.3M +33,601 +21%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$7.57M -$6.38M -164,645 -46%
Allianz Asset Management
75
Allianz Asset Management
Germany
$7.37M -$10.6M -272,691 -59%