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SM Energy
SM

Overview Fund Activity

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$57M
3
American Century Companies
3
American Century Companies
Missouri
$135M
4
ACG
4
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
1
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
JAM
5
Jupiter Asset Management
United Kingdom
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
101
CoreCommodity Management
Connecticut
$4.93M +$4.72M +118,198 +2,266%
Canada Life
102
Canada Life
Manitoba, Canada
$4.53M -$255K -6,378 -5%
CWM
103
Congress Wealth Management
Massachusetts
$4.43M +$94.3K +2,360 +2%
Comerica Bank
104
Comerica Bank
Texas
$4.39M +$4.92K +123 +0.1%
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$4.38M -$159K -3,974 -3%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$4.38M -$420K -10,500 -9%
IMRF
107
Illinois Municipal Retirement Fund
Illinois
$4.32M +$509K +12,730 +13%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$4.26M +$1.32M +32,962 +45%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$4.2M +$2.34M +58,504 +125%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$4.1M -$117K -2,928 -3%
Victory Capital Management
111
Victory Capital Management
Texas
$4.09M +$953K +23,831 +30%
MAP
112
Moody Aldrich Partners
Massachusetts
$4.02M +$4.02M +100,685 New
HIM
113
Hillsdale Investment Management
Ontario, Canada
$3.89M +$32K +800 +0.8%
IIM
114
INTECH Investment Management
Florida
$3.8M +$2.95M +73,729 +344%
ACM
115
Aquatic Capital Management
Illinois
$3.7M +$2.97M +74,198 +403%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$3.58M +$83.8K +2,106 +2%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.53M -$294K -7,366 -8%
GAM
118
Gotham Asset Management
New York
$3.44M +$2.74M +68,623 +395%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$3.34M -$66.5K -1,664 -2%
Deutsche Bank
120
Deutsche Bank
Germany
$3.21M +$705K +17,626 +28%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$3.13M -$46.7K -1,169 -1%
NIG
122
NFJ Investment Group
Texas
$2.98M +$2.98M +74,479 New
EI
123
Ethic Inc
New York
$2.97M -$12.6K -253 -0.4%
TLA
124
Tanglewood Legacy Advisors
Texas
$2.97M – – –
CWM
125
Centric Wealth Management
Illinois
$2.89M +$150K +3,398 +5%
3 4
5
6 7