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SM Energy

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M
AWM
152
Adams Wealth Management
Utah
$1.04M +$516K +18,317 +98%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$1.01M -$715K -25,374 -42%
ASRS
154
Arizona State Retirement System
Arizona
$1M +$27.8K +987 +3%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$973K +$543K +19,283 +126%
Franklin Resources
156
Franklin Resources
California
$971K +$44.4K +1,577 +5%
BCI
157
Brinker Capital Investments
Pennsylvania
$912K -$443K -15,742 -33%
OPS
158
Orion Portfolio Solutions
Nebraska
$912K +$912K +32,381 New
SO
159
STRS Ohio
Ohio
$901K +$31K +1,100 +4%
EI
160
Ellevest Inc
New York
$856K +$452K +16,036 +112%
WG
161
Winton Group
United Kingdom
$833K +$238K +8,448 +40%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$831K +$156K +5,554 +23%
TD Asset Management
163
TD Asset Management
Ontario, Canada
$786K
AIA
164
Affinity Investment Advisors
California
$772K
DTL
165
Dynamic Technology Lab
Singapore
$753K -$617K -21,894 -45%
Jacobs Levy Equity Management
166
Jacobs Levy Equity Management
New Jersey
$749K
ETC
167
Exchange Traded Concepts
Oklahoma
$705K +$705K +25,048 New
GCP
168
GSA Capital Partners
United Kingdom
$689K +$689K +24,451 New
EF
169
Empowered Funds
Pennsylvania
$652K +$652K +23,163 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$644K +$339K +12,031 +111%
AWS
171
AJ Wealth Strategies
New York
$629K +$2.99K +106 +0.5%
Cerity Partners
172
Cerity Partners
New York
$606K +$3.89K +138 +0.6%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$599K -$315K -11,400 -34%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$556K +$44.7K +1,588 +9%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$552K -$192K -6,819 -26%