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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
126
American International Group
New York
$2.49M -$60.9K -1,573 -2%
PRC
127
Pearl River Capital
Michigan
$2.47M +$1.98M +51,053 +398%
DI
128
DFPG Investments
Utah
$2.47M -$3.58K -91 -0.1%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$2.41M +$360K +9,285 +18%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.39M -$68.3K -1,763 -3%
MIM
131
MetLife Investment Management
New Jersey
$2.38M -$67.6K -1,746 -3%
Truist Financial
132
Truist Financial
North Carolina
$2.37M -$2.83K -73 -0.1%
Axa
133
Axa
France
$2.29M +$173K +4,477 +8%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$2.29M -$1.9K -49 -0.1%
YCM
135
Yousif Capital Management
Michigan
$2.28M -$135K -3,499 -6%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$2.25M -$85.2K -2,200 -4%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$2.25M -$4.06K -105 -0.2%
Corient Private Wealth
138
Corient Private Wealth
Florida
$2.22M -$620K -16,019 -22%
CL
139
CSS LLC
Illinois
$2.21M +$852K +22,000 +63%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$2.2M -$121K -3,102 -5%
SEI Investments
141
SEI Investments
Pennsylvania
$2.19M +$1.09M +28,054 +99%
US Bancorp
142
US Bancorp
Minnesota
$2.04M +$19.1K +493 +0.9%
CAM
143
Cresset Asset Management
Illinois
$2M +$235K +6,079 +13%
Voloridge Investment Management
144
Voloridge Investment Management
Florida
$1.84M +$1.54M +39,852 +516%
CCMG
145
Clark Capital Management Group
Pennsylvania
$1.8M +$718K +18,547 +66%
Jane Street
146
Jane Street
New York
$1.79M -$3.05M -78,711 -63%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$1.78M +$110K +2,839 +7%
SWM
148
Sendero Wealth Management
Texas
$1.78M – – –
IWS
149
Insight Wealth Strategies
California
$1.74M +$143K +3,692 +9%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$1.73M +$288K +7,440 +20%
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