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SM Energy
SM

Overview Fund Activity

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$25.2M
3
Macquarie Group
Macquarie Group
Australia
+$23.6M
4
WP
Woodline Partners
California
+$20.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.3M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$46.7M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$29.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.1M
5
Millennium Management
Millennium Management
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
51
Verition Fund Management
Connecticut
$8.33M +$6.42M +259,944 +336%
KCM
52
Kennedy Capital Management
Missouri
$8.32M -$2.77M -112,039 -25%
Legal & General Group
53
Legal & General Group
United Kingdom
$8.14M +$12.6K +508 +0.2%
UBS Group
54
UBS Group
Switzerland
$7.91M -$3.48M -140,828 -31%
Alyeska Investment Group
55
Alyeska Investment Group
Illinois
$7.6M -$5.33M -215,561 -41%
PHS
56
Pekin Hardy Strauss
Illinois
$7.54M +$2.92M +118,291 +63%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$7.48M +$2.72M +110,235 +57%
William Blair Investment Management
58
William Blair Investment Management
Illinois
$7.46M -$9.87M -399,528 -57%
Prudential Financial
59
Prudential Financial
New Jersey
$7.28M +$1.81M +73,240 +33%
RA
60
Royce & Associates
New York
$7.19M +$514K +20,816 +8%
Capital Fund Management (CFM)
61
Capital Fund Management (CFM)
France
$7.03M +$5.05M +204,262 +254%
UBS AM
62
UBS AM
Illinois
$7.02M -$2.27M -91,837 -24%
First Eagle Investment Management
63
First Eagle Investment Management
New York
$6.93M +$74.1K +3,000 +1%
HHAM
64
HITE Hedge Asset Management
Massachusetts
$6.62M -$29.7M -1,201,266 -82%
Barclays
65
Barclays
United Kingdom
$6.53M +$1.79M +72,421 +38%
DA
66
Denali Advisors
California
$6.47M +$2.21M +89,558 +52%
Squarepoint
67
Squarepoint
New York
$6.1M +$4.69M +189,660 +332%
Wells Fargo
68
Wells Fargo
California
$6.05M +$675K +27,313 +13%
TI
69
Trexquant Investment
Connecticut
$5.84M +$5.84M +236,222 New
CAU
70
Caxton Associates (UK)
$5.43M +$1.8M +72,857 +50%
Swiss National Bank
71
Swiss National Bank
Switzerland
$5.4M -$74.1K -3,000 -1%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$5.4M +$5.4M +218,419 New
Renaissance Technologies
73
Renaissance Technologies
New York
$5.16M -$11.8M -478,963 -70%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$5.07M -$63.7K -2,576 -1%
AG
75
Algert Global
California
$4.66M +$4.33M +175,098 +1,311%
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