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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
76
Pekin Hardy Strauss
Illinois
$5.59M +$425K +14,190 +8%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$5.36M +$2.34M +78,245 +78%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$5.25M +$556K +18,555 +12%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$5.24M -$343K -11,462 -6%
DA
80
Denali Advisors
California
$5.16M +$1.79M +59,793 +53%
ACG
81
Aventail Capital Group
New York
$5.02M -$2.47M -82,496 -33%
PCM
82
Peregrine Capital Management
Minnesota
$4.88M +$1.17M +39,165 +32%
Allspring Global Investments
83
Allspring Global Investments
North Carolina
$4.82M -$11.5M -385,131 -70%
EW
84
Evoke Wealth
California
$4.44M -$141K -4,721 -3%
CAU
85
Caxton Associates (UK)
$4.4M +$4.4M +147,041 New
AQR Capital Management
86
AQR Capital Management
Connecticut
$4.37M +$1.33M +44,542 +44%
AllianceBernstein
87
AllianceBernstein
Tennessee
$4.15M +$73.7K +2,460 +2%
MAP
88
Moody Aldrich Partners
Massachusetts
$4.04M +$83.6K +2,791 +2%
CWM
89
Congress Wealth Management
Massachusetts
$3.98M +$485K +16,193 +14%
SBH
90
Segall Bryant & Hamill
Illinois
$3.86M -$599K -19,987 -13%
Man Group
91
Man Group
United Kingdom
$3.73M -$2.17M -72,361 -37%
IIM
92
INTECH Investment Management
Florida
$3.69M +$22K +734 +0.6%
Comerica Bank
93
Comerica Bank
Texas
$3.48M -$98.9K -3,301 -3%
Deutsche Bank
94
Deutsche Bank
Germany
$3.3M -$40.8K -1,361 -1%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$3.16M -$46.8K -1,563 -1%
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$3.13M +$42.9K +1,434 +1%
TC
97
TownSquare Capital
Utah
$3.12M -$9.37M -312,937 -75%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$3.09M -$15.5M -518,253 -83%
Canada Life
99
Canada Life
Manitoba, Canada
$3.08M -$177K -5,901 -5%
IMRF
100
Illinois Municipal Retirement Fund
Illinois
$3.03M -$119K -3,963 -4%
2 3
4
5 6