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SM Energy
SM

Overview Fund Activity

416 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, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$57M
3
American Century Companies
3
American Century Companies
Missouri
$135M
4
ACG
4
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
1
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
JAM
5
Jupiter Asset Management
United Kingdom
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$7.84M -$14.4M -359,241 -65%
Two Sigma Investments
77
Two Sigma Investments
New York
$7.72M +$4.18M +104,476 +118%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$7.47M +$409K +10,243 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.3M -$471K -11,793 -6%
PHS
80
Pekin Hardy Strauss
Illinois
$7.14M +$484K +12,102 +7%
AG
81
Algert Global
California
$6.88M +$6.41M +160,345 +1,376%
Fisher Asset Management
82
Fisher Asset Management
Washington
$6.6M +$986K +24,660 +18%
FP
83
Foundry Partners
Minnesota
$6.48M +$1.34M +33,486 +26%
EW
84
Evoke Wealth
California
$6.31M +$6.31M +157,961 New
Squarepoint
85
Squarepoint
New York
$6.13M +$5.59M +139,872 +1,039%
Rafferty Asset Management
86
Rafferty Asset Management
New York
$5.98M +$1.01M +25,172 +20%
HA
87
Homestead Advisers
Virginia
$5.89M -$236K -5,900 -4%
HCM
88
Hodges Capital Management
Texas
$5.74M -$183K -4,585 -3%
FMI
89
F/M Investments
District of Columbia
$5.65M +$1.33M +33,286 +31%
AllianceBernstein
90
AllianceBernstein
Tennessee
$5.64M -$411K -10,280 -7%
UBS Group
91
UBS Group
Switzerland
$5.6M +$689K +17,229 +14%
Mariner
92
Mariner
Kansas
$5.58M -$176K -4,403 -3%
Franklin Resources
93
Franklin Resources
California
$5.4M -$2.95M -66,225 -35%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$5.4M +$4.1M +91,889 +316%
AQR Capital Management
95
AQR Capital Management
Connecticut
$5.27M +$2.83M +70,923 +117%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$5.12M +$1.52M +38,028 +42%
PCM
97
Peregrine Capital Management
Minnesota
$5.12M -$916K -22,911 -15%
RJA
98
Raymond James & Associates
Florida
$5M -$1.38M -34,437 -22%
LSV Asset Management
99
LSV Asset Management
Illinois
$4.95M +$995K +24,900 +25%
SBH
100
Segall Bryant & Hamill
Illinois
$4.94M +$164K +4,108 +3%
2 3
4
5 6