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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
WHG
4
Westwood Holdings Group
Texas
$50.1M
5
ACG
5
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.2M
2
Invesco
2
Invesco
Georgia
$42.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
76
Homestead Advisers
Virginia
$5.94M – – –
Federated Hermes
77
Federated Hermes
Pennsylvania
$5.88M +$944K +24,371 +19%
UBS Group
78
UBS Group
Switzerland
$5.85M +$711K +18,354 +14%
Mariner
79
Mariner
Kansas
$5.83M -$67.4K -1,741 -1%
PI
80
Putnam Investments
Massachusetts
$5.7M -$294K -7,591 -5%
Capital Fund Management (CFM)
81
Capital Fund Management (CFM)
France
$5.32M -$66.8K -1,724 -1%
LIA
82
LSP Investment Advisors
New York
$5.17M +$5.17M +133,406 New
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$4.95M -$774 -20 -0%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$4.94M -$7.48M -193,127 -60%
CS
85
Credit Suisse
Switzerland
$4.88M -$45.4K -1,172 -0.9%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$4.85M -$306K -7,903 -6%
ECM
87
ExodusPoint Capital Management
New York
$4.47M -$2.35M -60,748 -34%
UBS AM
88
UBS AM
Illinois
$4.16M +$155K +4,002 +4%
Wells Fargo
89
Wells Fargo
California
$4.12M +$668K +17,255 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.1M -$2.88M -74,500 -41%
1CM
91
1492 Capital Management
Wisconsin
$4.08M -$1.23M -31,749 -23%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.99M +$3.23M +83,453 +428%
TPSF
93
Texas Permanent School Fund
Texas
$3.97M +$69.7K +1,800 +2%
Victory Capital Management
94
Victory Capital Management
Texas
$3.85M +$608K +15,691 +19%
Canada Life
95
Canada Life
Manitoba, Canada
$3.8M -$292K -7,549 -7%
First Eagle Investment Management
96
First Eagle Investment Management
New York
$3.76M +$226K +5,825 +6%
IMRF
97
Illinois Municipal Retirement Fund
Illinois
$3.69M +$232K +5,986 +7%
SBCM
98
Schwerin Boyle Capital Management
Massachusetts
$3.68M – – –
PP
99
PDT Partners
New York
$3.63M +$1.5M +38,812 +71%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$3.49M -$6.7K -173 -0.2%
2 3
4
5 6