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SM Energy
SM

Overview Fund Activity

362 hedge funds and large institutions have $2.82B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 123 reducing their positions, and 66 closing their positions.

Holders
362
Holders Change
-37
Holders Change %
-9.27%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
123
Closed
66
Calls
$38.4M
Puts
$18.3M
Net Calls
+$20.1M
Net Calls Change
-$5.52M

Top Buyers

1
BlackRock
1
BlackRock
New York
$492M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
Macquarie Group
3
Macquarie Group
Australia
$84.9M
4
WP
4
Woodline Partners
California
$20.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$26.7M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$6.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$83.4M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MAP
76
Moody Aldrich Partners
Massachusetts
$4.37M 177,045 +41,987 +31%
AQR Capital Management
77
AQR Capital Management
Connecticut
$4.26M 172,561 +26,639 +18%
Holocene Advisors
78
Holocene Advisors
New York
$4.23M 171,336 +98,403 +135%
PCM
79
Portolan Capital Management
Massachusetts
$4.21M 170,194 +170,194 New
ACG
80
Aventail Capital Group
New York
$4.14M 167,504 – –
Citigroup
81
Citigroup
New York
$4.13M 167,312 -103,990 -38%
CA
82
CSM Advisors
Pennsylvania
$4.13M 167,250 +167,250 New
PCM
83
Peregrine Capital Management
Minnesota
$4.04M 163,517 +668 +0.4%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$3.91M 158,213 -16,848 -10%
EW
85
Evoke Wealth
California
$3.86M 156,300 +8,093 +5%
AllianceBernstein
86
AllianceBernstein
Tennessee
$3.53M 142,900 +4,330 +3%
CWM
87
Congress Wealth Management
Massachusetts
$3.52M 142,602 +9,820 +7%
Rafferty Asset Management
88
Rafferty Asset Management
New York
$3.49M 141,188 -34,225 -20%
EP
89
Edgestream Partners
New Jersey
$3.41M 137,975 +137,975 New
CM
90
Caption Management
Oklahoma
$3.2M 129,389 +85,555 +195%
Comerica Bank
91
Comerica Bank
Texas
$3.07M 124,408 +8,353 +7%
SBH
92
Segall Bryant & Hamill
Illinois
$2.95M 119,442 -9,465 -7%
CM
93
CoreCommodity Management
Connecticut
$2.9M 117,263 +42,481 +57%
IWS
94
Insight Wealth Strategies
California
$2.8M 107,381 +25,273 +31%
NIG
95
NFJ Investment Group
Texas
$2.78M 112,346 +32,086 +40%
PP
96
PDT Partners
New York
$2.71M 109,715 +96,763 +747%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.68M 108,322 +32,199 +42%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$2.67M 108,132 +24,090 +29%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$2.63M 106,540 +6,655 +7%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$2.61M 105,755 +303 +0.3%
2 3
4
5 6