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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 %
JF
151
Jump Financial
Illinois
$1.16M -$1.04M -42,109 -47%
SWM
152
Sendero Wealth Management
Texas
$1.14M – – –
YCM
153
Yousif Capital Management
Michigan
$1.12M +$19K +767 +2%
BHCM
154
Brevan Howard Capital Management
Jersey
$1.11M +$1.11M +44,913 New
VPIM
155
Vanguard Personalized Indexing Management
California
$1.1M +$511K +20,698 +86%
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$1.1M -$227K -9,200 -17%
MAM
157
Meeder Asset Management
Ohio
$1.09M +$1.09M +43,967 +52,342%
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.06M +$696K +28,158 +189%
MHI
159
Miller Howard Investments
New York
$1.06M -$82.4K -3,333 -7%
TI
160
Tidal Investments
Wisconsin
$1.05M +$18.5K +750 +2%
EF
161
Empowered Funds
Pennsylvania
$1.04M +$163K +6,609 +19%
EIP
162
Energy Income Partners
Connecticut
$990K -$16.9K -684 -2%
XT
163
XTX Topco
Cayman Islands
$978K -$278K -11,245 -22%
Cerity Partners
164
Cerity Partners
New York
$973K +$179K +7,229 +22%
ETC
165
Exchange Traded Concepts
Oklahoma
$973K +$55.9K +2,262 +6%
TWA
166
TCI Wealth Advisors
Arizona
$959K +$148 +6 +0%
DIA
167
Dana Investment Advisors
Wisconsin
$935K +$51K +2,063 +6%
TCM
168
Thomist Capital Management
Texas
$931K +$931K +37,100 New
WG
169
Winton Group
United Kingdom
$913K +$29.3K +1,185 +3%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$911K -$71.3K -2,884 -7%
KK
171
KLP Kapitalforvaltning
Norway
$890K +$54.4K +2,200 +7%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$886K -$308K -12,474 -26%
WPW
173
Waldron Private Wealth
Pennsylvania
$877K – – –
GFM
174
GF Fund Management
China
$869K +$39.3K +1,591 +5%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$855K -$21.4K -867 -2%
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