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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$96M
3
Citadel Advisors
Citadel Advisors
Florida
$56.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
$29.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$297M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.8M
2
ACG
Aventail Capital Group
New York
$0
3
SCM
SIR Capital Management
New York
$9.33M
4
State Street
State Street
Massachusetts
$312M
5
Charles Schwab
Charles Schwab
California
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$7.64M +$127K +2,538 +2%
First Eagle Investment Management
77
First Eagle Investment Management
New York
$7.36M +$2.53M +50,700 +52%
AllianceBernstein
78
AllianceBernstein
Tennessee
$7.2M -$3.76M -75,485 -34%
Squarepoint
79
Squarepoint
New York
$7.04M +$7.04M +141,261 New
RA
80
Royce & Associates
New York
$6.79M +$6.79M +136,166 New
Comerica Bank
81
Comerica Bank
Texas
$6.71M -$2.49M -49,857 -27%
LIA
82
LSP Investment Advisors
New York
$6.65M – – –
CS
83
Credit Suisse
Switzerland
$6.18M -$100K -2,014 -2%
PRC
84
Pearl River Capital
Michigan
$6.06M +$2.87M +57,641 +90%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$5.84M -$398K -7,982 -6%
PAM
86
Panagora Asset Management
Massachusetts
$5.75M +$4.38M +87,901 +320%
Rafferty Asset Management
87
Rafferty Asset Management
New York
$5.73M -$4.15M -83,342 -42%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$5.66M -$707K -14,186 -11%
JAM
89
Jupiter Asset Management
United Kingdom
$5.61M +$5.61M +112,616 New
UBS AM
90
UBS AM
Illinois
$5.36M -$50 -1 -0%
Wells Fargo
91
Wells Fargo
California
$5.35M +$45.2K +906 +0.9%
1CM
92
1492 Capital Management
Wisconsin
$5.22M -$29.5K -591 -0.6%
CWM
93
Congress Wealth Management
Massachusetts
$5.21M +$1.17M +23,438 +29%
FP
94
Foundry Partners
Minnesota
$5.1M +$4.82M +96,727 +1,733%
Canada Life
95
Canada Life
Manitoba, Canada
$5.06M +$157K +3,152 +3%
TPSF
96
Texas Permanent School Fund
Texas
$5.05M -$66K -1,323 -1%
Victory Capital Management
97
Victory Capital Management
Texas
$5.05M +$94.2K +1,889 +2%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$5.03M +$554K +11,120 +12%
HIM
99
Hillsdale Investment Management
Ontario, Canada
$5.02M +$5.02M +100,700 New
TC
100
TownSquare Capital
Utah
$5.02M +$536K +10,745 +12%
2 3
4
5 6