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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$2.99M +$167K +5,573 +6%
HA
102
Homestead Advisers
Virginia
$2.96M -$907K -30,300 -23%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$2.93M +$700K +23,386 +31%
EGM
104
Engineers Gate Manager
New York
$2.91M +$2.6M +86,858 +841%
CI
105
CacheTech Inc
Utah
$2.9M +$705K +23,537 +32%
AWM
106
Adams Wealth Management
Utah
$2.9M +$705K +23,537 +32%
TPSF
107
Texas Permanent School Fund
Texas
$2.89M +$2.89M +126,659 New
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$2.75M +$598K +19,965 +28%
JF
109
Jump Financial
Illinois
$2.66M +$2.1M +70,031 +371%
DFCM
110
Dark Forest Capital Management
Puerto Rico
$2.61M +$2.31M +77,176 +777%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$2.52M -$10.8K -359 -0.4%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$2.52M -$1.73M -57,720 -41%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.5M -$420K -14,031 -14%
IWS
114
Insight Wealth Strategies
California
$2.46M +$929K +31,024 +61%
HCM
115
Highbridge Capital Management
New York
$2.45M +$2.45M +81,750 New
BMCM
116
Black Maple Capital Management
Wisconsin
$2.44M +$2.44M +81,600 New
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$2.41M -$1.93M -64,539 -45%
NIG
118
NFJ Investment Group
Texas
$2.4M – – –
Verition Fund Management
119
Verition Fund Management
Connecticut
$2.31M +$977K +32,626 +73%
Universal-Beteiligungs- und Servicegesellschaft
120
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.28M +$2.28M +76,123 New
CM
121
CoreCommodity Management
Connecticut
$2.24M -$899K -30,030 -29%
TLA
122
Tanglewood Legacy Advisors
Texas
$2.23M – – –
HCM
123
Hodges Capital Management
Texas
$2.21M -$2.06M -68,886 -48%
Franklin Resources
124
Franklin Resources
California
$2.19M -$1.34M -44,870 -38%
Holocene Advisors
125
Holocene Advisors
New York
$2.18M +$2.18M +72,933 New
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5
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