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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
WHG
4
Westwood Holdings Group
Texas
$50.1M
5
ACG
5
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.2M
2
Invesco
2
Invesco
Georgia
$42.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$3.48M +$523K +13,497 +18%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$3.48M +$3.48M +89,854 New
Two Sigma Advisers
103
Two Sigma Advisers
New York
$3.45M +$1.49M +38,500 +76%
EF
104
Empowered Funds
Pennsylvania
$3.4M -$5.53M -142,803 -62%
MHI
105
Miller Howard Investments
New York
$3.37M +$3.37M +87,114 New
CIS
106
Connors Investor Services
Pennsylvania
$3.32M +$46.9K +1,211 +1%
Franklin Resources
107
Franklin Resources
California
$3.28M -$89.1K -2,300 -3%
AQR Capital Management
108
AQR Capital Management
Connecticut
$3.19M -$2.42M -62,540 -43%
MF
109
Magnetar Financial
Illinois
$3.16M +$2.92M +75,355 +1,203%
CWM
110
Congress Wealth Management
Massachusetts
$3.14M +$3.14M +81,107 New
CEI
111
Clark Estates Inc
New York
$3.13M – – –
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$3.08M +$12.5K +322 +0.4%
EI
113
Ethic Inc
New York
$3.06M +$89.4K +2,309 +3%
VCA
114
Verdence Capital Advisors
Maryland
$3.05M +$38.7K +1,000 +1%
JF
115
Jump Financial
Illinois
$2.99M +$2.99M +77,262 New
Two Sigma Investments
116
Two Sigma Investments
New York
$2.92M +$2.92M +75,292 New
TLA
117
Tanglewood Legacy Advisors
Texas
$2.88M – – –
QC
118
Quantedge Capital
Singapore
$2.87M +$2.87M +74,000 New
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.82M – – –
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$2.8M -$1.09M -28,083 -28%
WMSA
121
Weiss Multi-Strategy Advisers
New York
$2.79M -$6.77M -174,880 -71%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$2.78M +$1.5M +38,700 +117%
SOADOR
123
State of Alaska Department of Revenue
Alaska
$2.77M -$92.9K -2,401 -3%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$2.76M -$642K -16,586 -19%
FNBOO
125
First National Bank of Omaha
Nebraska
$2.56M +$148K +3,825 +6%
3 4
5
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