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SM Energy

178 hedge funds and large institutions have $531M invested in SM Energy in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
56
Reduced
54
Closed
24
Calls
$9.27M
Puts
$5.94M
Net Calls
+$3.34M
Net Calls Change
+$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$172K -$310K -50,934 -64%
ProShare Advisors
127
ProShare Advisors
Maryland
$168K +$69.9K +11,423 +71%
CGH
128
Crossmark Global Holdings
Texas
$144K -$83.1K -13,560 -37%
CC
129
Capital Counsel
New York
$141K
Cerity Partners
130
Cerity Partners
New York
$136K -$205K -33,549 -60%
QTM
131
qPULA Trading Management
New York
$130K +$130K +21,230 New
RHBC
132
R.H. Bluestein & Co
Michigan
$129K
DT
133
Diversified Trust
Tennessee
$126K +$59.8K +9,770 +90%
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
$121K
GC
135
Guggenheim Capital
Illinois
$118K -$63.5K -10,382 -35%
AG
136
Aperio Group
California
$115K -$92.7K -15,127 -45%
First Trust Advisors
137
First Trust Advisors
Illinois
$113K -$4.55M -740,923 -98%
CWP
138
CFM Wealth Partners
Texas
$111K
WAM
139
World Asset Management
Michigan
$108K -$5.58K -908 -5%
VVP
140
Venture Visionary Partners
Ohio
$100K +$100K +16,500 New
Victory Capital Management
141
Victory Capital Management
Texas
$95K -$1.73K -283 -2%
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$87K -$4.04K -659 -4%
ANTB
143
AMG National Trust Bank
Colorado
$83K
MOACM
144
Mutual of America Capital Management
New York
$82K +$3.39K +552 +4%
AIA
145
Allied Investment Advisors
Montana
$73K
FRM
146
Fox Run Management
Connecticut
$69K +$69K +11,282 New
TYCC
147
Texas Yale Capital Corp
Florida
$68K
PHK
148
Point72 Hong Kong
Hong Kong
$67K -$97.8K -15,931 -59%
EI
149
Ellevest Inc
New York
$65K +$26.5K +4,311 +69%
EI
150
Ethic Inc
New York
$65K +$65K +10,593 New