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SM Energy

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Shares
Change %
MAP
76
Moody Aldrich Partners
Massachusetts
$4.37M +$1.04M +41,987 +31%
AQR Capital Management
77
AQR Capital Management
Connecticut
$4.26M +$658K +26,639 +18%
Holocene Advisors
78
Holocene Advisors
New York
$4.23M +$2.43M +98,403 +135%
PCM
79
Portolan Capital Management
Massachusetts
$4.21M +$4.21M +170,194 New
ACG
80
Aventail Capital Group
New York
$4.14M
Citigroup
81
Citigroup
New York
$4.13M -$2.57M -103,990 -38%
CA
82
CSM Advisors
Pennsylvania
$4.13M +$4.13M +167,250 New
PCM
83
Peregrine Capital Management
Minnesota
$4.04M +$16.5K +668 +0.4%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$3.91M -$416K -16,848 -10%
EW
85
Evoke Wealth
California
$3.86M +$200K +8,093 +5%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$3.62M -$807K -32,652 -18%
AllianceBernstein
87
AllianceBernstein
Tennessee
$3.53M +$107K +4,330 +3%
CWM
88
Congress Wealth Management
Massachusetts
$3.52M +$243K +9,820 +7%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$3.49M -$846K -34,225 -20%
EP
90
Edgestream Partners
New Jersey
$3.41M +$3.41M +137,975 New
CM
91
Caption Management
Oklahoma
$3.2M +$2.11M +85,555 +195%
Comerica Bank
92
Comerica Bank
Texas
$3.07M +$206K +8,353 +7%
SBH
93
Segall Bryant & Hamill
Illinois
$2.95M -$234K -9,465 -7%
CM
94
CoreCommodity Management
Connecticut
$2.9M +$1.05M +42,481 +57%
IWS
95
Insight Wealth Strategies
California
$2.8M +$658K +25,273 +31%
NIG
96
NFJ Investment Group
Texas
$2.78M +$793K +32,086 +40%
PP
97
PDT Partners
New York
$2.71M +$2.39M +96,763 +747%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.68M +$796K +32,199 +42%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$2.67M +$595K +24,090 +29%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$2.63M +$164K +6,655 +7%