SM icon

SM Energy
SM

Overview Fund Activity

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74M
3
Jane Street
3
Jane Street
New York
$24M
4
HF
4
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$158K
2
FCM
2
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
4
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Castellan Group
Kentucky
$4.65M +$4.65M +107,501 New
TC
102
TownSquare Capital
Utah
$4.6M +$249K +5,751 +6%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$4.56M +$198K +4,570 +5%
LSV Asset Management
104
LSV Asset Management
Illinois
$4.28M +$3.16M +73,100 +283%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$4.18M -$177K -4,100 -4%
PRC
106
Pearl River Capital
Michigan
$4.15M -$1.11M -25,565 -21%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.14M -$22.5K -520 -0.5%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$4.12M +$404K +9,346 +11%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$3.9M -$1.01M -23,339 -21%
Two Sigma Investments
110
Two Sigma Investments
New York
$3.83M -$3.8M -87,908 -50%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$3.79M +$2.92M +67,646 +337%
DTL
112
Dynamic Technology Lab
Singapore
$3.78M +$3.3M +76,332 +691%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$3.68M -$488K -11,287 -12%
SSA
114
Schonfeld Strategic Advisors
New York
$3.52M +$2.83M +65,539 +411%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$3.44M -$34.3K -793 -1%
Victory Capital Management
116
Victory Capital Management
Texas
$3.39M -$983K -22,730 -22%
PP
117
PDT Partners
New York
$3.23M – – –
TLA
118
Tanglewood Legacy Advisors
Texas
$3.21M – – –
QC
119
Quantedge Capital
Singapore
$3.21M +$2.39M +55,200 +289%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$3.19M +$687K +15,881 +27%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$3.11M -$296K -6,855 -9%
VCA
122
Verdence Capital Advisors
Maryland
$3.11M +$125K +2,894 +4%
CANY
123
Caxton Associates (New York)
New York
$3.06M +$1.24M +28,781 +68%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$2.92M -$127K -2,928 -4%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.89M +$27K +625 +0.9%
3 4
5
6 7