SM icon

SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$186M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$29.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$297M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.8M
2
ACG
2
Aventail Capital Group
New York
$0
3
SCM
3
SIR Capital Management
New York
$9.33M
4
State Street
4
State Street
Massachusetts
$312M
5
Charles Schwab
5
Charles Schwab
California
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$4.91M +$2.1M +42,122 +75%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$4.83M -$7.39M -148,330 -60%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$4.81M -$1.57M -31,522 -25%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.8M -$336K -6,741 -7%
EP
105
Edgestream Partners
New Jersey
$4.77M +$4.77M +95,748 New
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$4.75M +$2.38M +47,793 +100%
MHI
107
Miller Howard Investments
New York
$4.39M +$50K +1,004 +1%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$4.28M -$474K -9,501 -10%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$4.16M +$1.35M +27,153 +48%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$4.06M -$384K -7,700 -9%
CEI
111
Clark Estates Inc
New York
$4.03M – – –
VOYA Investment Management
112
VOYA Investment Management
Georgia
$4M -$491K -9,842 -11%
Jacobs Levy Equity Management
113
Jacobs Levy Equity Management
New Jersey
$3.93M -$36.1K -724 -0.9%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$3.83M +$2.21M +45,135 +137%
PP
115
PDT Partners
New York
$3.72M -$954K -19,136 -20%
TLA
116
Tanglewood Legacy Advisors
Texas
$3.71M – – –
TD Asset Management
117
TD Asset Management
Ontario, Canada
$3.65M +$67.2K +1,348 +2%
SOADOR
118
State of Alaska Department of Revenue
Alaska
$3.51M -$54.3K -1,089 -2%
VCA
119
Verdence Capital Advisors
Maryland
$3.44M -$488K -9,786 -12%
Deutsche Bank
120
Deutsche Bank
Germany
$3.43M -$5.84M -117,232 -63%
Cerity Partners
121
Cerity Partners
New York
$3.39M +$1.23M +24,609 +57%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$3.35M -$273K -5,470 -8%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.3M +$223K +4,482 +7%
Fisher Asset Management
124
Fisher Asset Management
Washington
$3.28M +$3.28M +65,784 New
AQR Capital Management
125
AQR Capital Management
Connecticut
$3.2M -$901K -18,078 -22%
3 4
5
6 7