SM icon

SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$11.5M +$2.96M +98,824 +35%
UBS AM
52
UBS AM
Illinois
$11.3M +$123K +4,113 +1%
MF
53
Magnetar Financial
Illinois
$10.4M +$9.14M +305,199 +730%
TC
54
TwinBeech Capital
New York
$9.99M +$9.72M +324,621 +3,636%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$9.89M -$255K -8,527 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.86M +$2.72M +90,900 +38%
CIA
57
Corigliano Investment Advisers
North Carolina
$9.85M +$9.85M +328,983 New
Legal & General Group
58
Legal & General Group
United Kingdom
$9.85M -$319K -10,655 -3%
HF
59
HRT Financial
New York
$9.25M +$9.25M +308,757 New
Federated Hermes
60
Federated Hermes
Pennsylvania
$8.95M -$6.01M -200,521 -40%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.52M +$7.93M +264,915 +1,364%
First Eagle Investment Management
62
First Eagle Investment Management
New York
$8.31M +$1.1M +36,700 +15%
Citigroup
63
Citigroup
New York
$8.13M +$6.89K +230 +0.1%
RA
64
Royce & Associates
New York
$8.09M +$1.12M +37,537 +16%
JG
65
Jain Global
New York
$7.27M +$7.27M +242,750 New
Swiss National Bank
66
Swiss National Bank
Switzerland
$6.64M -$92.8K -3,100 -1%
Prudential Financial
67
Prudential Financial
New Jersey
$6.63M +$2.9M +96,792 +78%
FP
68
Foundry Partners
Minnesota
$6.53M +$671K +22,389 +11%
Wells Fargo
69
Wells Fargo
California
$6.52M -$1.37M -45,678 -17%
ECM
70
ExodusPoint Capital Management
New York
$6.34M +$6.34M +211,719 New
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$6.22M -$19.4K -647 -0.3%
FGP
72
Freestone Grove Partners
California
$6.07M +$6.07M +202,823 New
JAM
73
Jupiter Asset Management
United Kingdom
$5.97M -$3.34M -111,603 -36%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$5.77M +$3.07M +102,619 +114%
Barclays
75
Barclays
United Kingdom
$5.75M -$1.89M -62,980 -25%
1 2
3
4 5