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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$87.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$54M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.4M
2
ACG
Aventail Capital Group
New York
-$53.9M
3
SCM
SIR Capital Management
New York
-$24M
4
State Street
State Street
Massachusetts
-$21M
5
Charles Schwab
Charles Schwab
California
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Diversify Advisory Services
Utah
$3.2M +$3.2M +63,227 New
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$3.18M -$381K -7,635 -11%
AIG
128
American International Group
New York
$3.12M -$87.3K -1,752 -3%
FC
129
FORA Capital
Florida
$3.12M +$3.12M +62,508 New
Truist Financial
130
Truist Financial
North Carolina
$3.08M +$24.6K +494 +0.8%
CIS
131
Connors Investor Services
Pennsylvania
$3.08M -$1.2M -23,988 -28%
EI
132
Ethic Inc
New York
$2.97M -$968K -19,420 -25%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$2.96M -$12.4M -248,486 -81%
MIM
134
MetLife Investment Management
New Jersey
$2.95M -$109K -2,194 -4%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$2.9M +$199 +4 +0%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$2.88M -$723K -14,510 -20%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$2.86M -$44.9K -900 -2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$2.83M -$122K -2,446 -4%
Axa
139
Axa
France
$2.73M -$223K -4,477 -8%
Corient Private Wealth
140
Corient Private Wealth
Florida
$2.7M -$158K -3,175 -6%
YCM
141
Yousif Capital Management
Michigan
$2.67M -$259K -5,189 -9%
AWM
142
Adams Wealth Management
Utah
$2.62M +$552K +11,077 +27%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$2.62M +$322K +6,469 +14%
US Bancorp
144
US Bancorp
Minnesota
$2.6M -$24.5K -492 -0.9%
Assenagon Asset Management
145
Assenagon Asset Management
Luxembourg
$2.53M -$7.92M -158,941 -76%
Simplex Trading
146
Simplex Trading
Illinois
$2.42M +$2.42M +48,470 New
SWM
147
Sendero Wealth Management
Texas
$2.29M – – –
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$2.25M +$16.3K +326 +0.7%
IWS
149
Insight Wealth Strategies
California
$2.18M -$58.2K -1,167 -3%
JF
150
Jump Financial
Illinois
$2.14M -$1.71M -34,362 -44%
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