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SM Energy
SM

Overview Fund Activity

362 hedge funds and large institutions have $2.82B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 123 reducing their positions, and 66 closing their positions.

Holders
362
Holders Change
-37
Holders Change %
-9.27%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
123
Closed
66
Calls
$38.4M
Puts
$18.3M
Net Calls
+$20.1M
Net Calls Change
-$5.52M

Top Buyers

1
BlackRock
1
BlackRock
New York
$492M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
Macquarie Group
3
Macquarie Group
Australia
$84.9M
4
WP
4
Woodline Partners
California
$20.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$26.7M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$6.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$83.4M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$2.57M 104,000 +46,200 +80%
IIM
102
INTECH Investment Management
Florida
$2.55M 103,293 -20,056 -16%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$2.53M 102,472 +10,556 +11%
Canada Life
104
Canada Life
Manitoba, Canada
$2.5M 101,052 -1,854 -2%
Deutsche Bank
105
Deutsche Bank
Germany
$2.39M 96,916 -13,422 -12%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$2.39M 96,869 -982 -1%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M 93,828 +10,435 +13%
Boston Partners
108
Boston Partners
Massachusetts
$2.27M 91,816 +53,731 +141%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$2.13M 86,298 +2,119 +3%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$2.05M 83,149 -20,003 -19%
Creative Planning
111
Creative Planning
Kansas
$2.03M 81,990 +20,497 +33%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.01M 81,253 +24,053 +42%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$2M 80,899 +25,084 +45%
CC
114
Centiva Capital
New York
$1.99M 80,395 +80,395 New
YIH
115
Y-Intercept (HK)
Hong Kong
$1.94M 78,686 +58,293 +286%
CCM
116
Collar Capital Management
Wisconsin
$1.93M 78,181 +14,951 +24%
Two Sigma Investments
117
Two Sigma Investments
New York
$1.85M 74,863 +25,471 +52%
TLA
118
Tanglewood Legacy Advisors
Texas
$1.84M 74,323 – –
HCM
119
Hodges Capital Management
Texas
$1.83M 73,908 – –
Massachusetts Financial Services
120
Massachusetts Financial Services
Massachusetts
$1.82M 73,706 +910 +1%
Franklin Resources
121
Franklin Resources
California
$1.77M 71,452 -1,604 -2%
LPL Financial
122
LPL Financial
California
$1.74M 70,393 +26,007 +59%
CCIA
123
Campbell & Co Investment Adviser
Maryland
$1.71M 69,144 +69,144 New
Man Group
124
Man Group
United Kingdom
$1.7M 68,746 -55,826 -45%
EGM
125
Engineers Gate Manager
New York
$1.68M 68,155 -29,029 -30%
3 4
5
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