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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$6.16M
PI
77
Putnam Investments
Massachusetts
$6.14M -$1.2M -30,159 -16%
HA
78
Homestead Advisers
Virginia
$6.08M
Mariner
79
Mariner
Kansas
$6.04M +$80.5K +2,029 +1%
Public Sector Pension Investment Board (PSP Investments)
80
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.82M -$2.67M -67,252 -31%
AQR Capital Management
81
AQR Capital Management
Connecticut
$5.74M -$3.23M -81,378 -36%
BA
82
Bridgewater Associates
Connecticut
$5.6M +$5.6M +141,268 New
Capital Fund Management (CFM)
83
Capital Fund Management (CFM)
France
$5.52M +$1.04M +26,192 +23%
1CM
84
1492 Capital Management
Wisconsin
$5.43M +$5.43M +137,036 New
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$5.28M -$513K -12,929 -9%
UBS Group
86
UBS Group
Switzerland
$5.26M -$2.59M -65,218 -33%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$5.07M -$397K -10,010 -7%
Federated Hermes
88
Federated Hermes
Pennsylvania
$5.06M -$22K -554 -0.4%
CS
89
Credit Suisse
Switzerland
$5.04M -$560K -14,133 -10%
Connor, Clark & Lunn Investment Management (CC&L)
90
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.03M -$6.84M -172,587 -58%
Jane Street
91
Jane Street
New York
$4.95M +$4.21M +106,191 +566%
Creative Planning
92
Creative Planning
Kansas
$4.81M +$2.43M +61,368 +102%
Lord, Abbett & Co
93
Lord, Abbett & Co
New Jersey
$4.56M +$4.56M +115,000 New
Canada Life
94
Canada Life
Manitoba, Canada
$4.2M -$124K -3,133 -3%
UBS AM
95
UBS AM
Illinois
$4.1M +$230K +5,794 +6%
TPSF
96
Texas Permanent School Fund
Texas
$4M -$211K -5,333 -5%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$3.98M -$1.52M -38,365 -28%
Marshall Wace
98
Marshall Wace
United Kingdom
$3.9M -$23M -578,867 -85%
SBCM
99
Schwerin Boyle Capital Management
Massachusetts
$3.77M +$3.77M +95,000 New
CM
100
CoreCommodity Management
Connecticut
$3.73M -$3.68M -92,722 -50%