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SM Energy
SM

Overview Fund Activity

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$25.2M
3
Macquarie Group
Macquarie Group
Australia
+$23.6M
4
WP
Woodline Partners
California
+$20.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.3M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$46.7M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$29.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.1M
5
Millennium Management
Millennium Management
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$2.61M +$7.49K +303 +0.3%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$2.57M +$1.14M +46,200 +80%
IIM
103
INTECH Investment Management
Florida
$2.55M -$496K -20,056 -16%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$2.53M +$261K +10,556 +11%
Canada Life
105
Canada Life
Manitoba, Canada
$2.5M -$45.8K -1,854 -2%
Deutsche Bank
106
Deutsche Bank
Germany
$2.39M -$332K -13,422 -12%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$2.39M -$24.3K -982 -1%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M +$258K +10,435 +13%
Boston Partners
109
Boston Partners
Massachusetts
$2.27M +$1.33M +53,731 +141%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$2.13M +$52.4K +2,119 +3%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$2.05M -$494K -20,003 -19%
Creative Planning
112
Creative Planning
Kansas
$2.03M +$506K +20,497 +33%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$594K +24,053 +42%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$2M +$620K +25,084 +45%
CC
115
Centiva Capital
New York
$1.99M +$1.99M +80,395 New
YIH
116
Y-Intercept (HK)
Hong Kong
$1.94M +$1.44M +58,293 +286%
CCM
117
Collar Capital Management
Wisconsin
$1.93M +$369K +14,951 +24%
Two Sigma Investments
118
Two Sigma Investments
New York
$1.85M +$629K +25,471 +52%
TLA
119
Tanglewood Legacy Advisors
Texas
$1.84M – – –
HCM
120
Hodges Capital Management
Texas
$1.83M – – –
Massachusetts Financial Services
121
Massachusetts Financial Services
Massachusetts
$1.82M +$22.5K +910 +1%
Franklin Resources
122
Franklin Resources
California
$1.77M -$39.6K -1,604 -2%
LPL Financial
123
LPL Financial
California
$1.74M +$643K +26,007 +59%
CCIA
124
Campbell & Co Investment Adviser
Maryland
$1.71M +$1.71M +69,144 New
Man Group
125
Man Group
United Kingdom
$1.7M -$1.38M -55,826 -45%
3 4
5
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