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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 %
Massachusetts Financial Services
126
Massachusetts Financial Services
Massachusetts
$2.18M +$552K +18,422 +34%
Mackenzie Financial
127
Mackenzie Financial
Ontario, Canada
$2.13M -$10.4M -346,505 -83%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$2.11M -$198K -6,617 -9%
Mirae Asset Global ETFs Holdings
129
Mirae Asset Global ETFs Holdings
Hong Kong
$2.04M +$88.9K +2,969 +5%
MIM
130
MetLife Investment Management
New Jersey
$2.03M -$33.8K -1,127 -2%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.96M +$28.5K +951 +1%
1CM
132
1492 Capital Management
Wisconsin
$1.93M -$2.67K -89 -0.1%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$1.9M -$49.8K -1,664 -3%
CCM
134
Collar Capital Management
Wisconsin
$1.89M -$28.2K -940 -1%
Creative Planning
135
Creative Planning
Kansas
$1.84M +$552K +18,417 +43%
CF
136
Corebridge Financial
Texas
$1.79M -$35.1K -1,173 -2%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$1.75M -$1.92M -64,108 -52%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$1.74M -$323K -10,800 -16%
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$1.73M +$1.73M +57,800 New
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$1.71M +$281K +9,372 +20%
Squarepoint
141
Squarepoint
New York
$1.71M -$3.96M -132,168 -70%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$1.67M -$6.29K -210 -0.4%
CIS
143
Connors Investor Services
Pennsylvania
$1.66M -$18.2K -607 -1%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.61M -$41.9K -1,400 -3%
ACM
145
Aster Capital Management
United Arab Emirates
$1.6M +$1.6M +48,896 New
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$1.58M – – –
VF
147
Vest Financial
Virginia
$1.58M -$403K -13,448 -20%
CL
148
CSS LLC
Illinois
$1.55M +$546K +18,220 +54%
US Bancorp
149
US Bancorp
Minnesota
$1.53M +$30.1K +1,006 +2%
XT
150
XTX Topco
Cayman Islands
$1.52M +$1.52M +50,824 New
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6
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