SM Energy
420 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 183 increasing their positions, 129 reducing their positions, and 67 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 129
35% more call options, than puts
Call options by funds: $72.8M | Put options by funds: $53.7M
2.92% more ownership
Funds ownership: 98.96% → 101.88% (+2.9%)
0% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 67
0% less funds holding
Funds holding: 421 → 420 (-1)
5% less capital invested
Capital invested by funds: $4.92B → $4.66B (-$258M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$193M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$45.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$44.4M |
| 4 |
ACG
Aventail Capital Group
New York
|
+$44M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$77.3M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$67.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$50.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$46.9M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$32.3M |
SM Hedge Fund Activity: Q3 2024 in Review
420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2024, worth a combined $4.66B — down 5.2% from $4.92B a quarter earlier.
Fund positioning in SM was balanced in Q3 2024: 67 funds opened new positions, 67 closed out, 183 added to existing stakes and 129 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $193M. The largest seller was BlackRock, cutting an estimated $77.3M.
- 420 institutional investors held SM Energy (SM) as of Q3 2024, down from 421 in Q2 2024.
- Funds reported $4.66B of SM Energy stock for Q3 2024, down 5.2% quarter-over-quarter.
- 67 funds opened new SM Energy positions in Q3 2024 and 67 closed out, a net change of 0 holders.
- The largest SM Energy buyer in Q3 2024 was Pacer Advisors, an estimated $193M added.
- The largest SM Energy seller in Q3 2024 was BlackRock, an estimated $77.3M sold.
Based on aggregated 13F filings for Q3 2024.