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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
151
Sendero Wealth Management
Texas
$1.82M
CAM
152
Cresset Asset Management
Illinois
$1.81M +$148K +3,723 +9%
MSRPS
153
Maryland State Retirement & Pension System
Maryland
$1.73M -$129K -3,246 -7%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$1.71M +$148K +3,726 +9%
Squarepoint
155
Squarepoint
New York
$1.7M +$1.7M +42,763 New
IWS
156
Insight Wealth Strategies
California
$1.63M +$79.9K +2,016 +5%
EI
157
Ellevest Inc
New York
$1.61M -$163K -4,110 -9%
VFM
158
Viking Fund Management
North Dakota
$1.59M +$1.59M +40,000 New
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.58M
TWA
160
TCI Wealth Advisors
Arizona
$1.54M -$6.86K -173 -0.4%
SG Americas Securities
161
SG Americas Securities
New York
$1.49M +$1.49M +37,536 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$1.48M -$23.5K -574 -2%
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$1.48M
AWM
164
Adams Wealth Management
Utah
$1.48M -$179K -4,527 -11%
WPW
165
Waldron Private Wealth
Pennsylvania
$1.41M -$8.72K -220 -0.6%
Holocene Advisors
166
Holocene Advisors
New York
$1.4M -$5.98M -150,732 -81%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.4M -$91.2K -2,300 -6%
CL
168
CSS LLC
Illinois
$1.39M +$991K +25,000 +250%
Canada Pension Plan Investment Board
169
Canada Pension Plan Investment Board
Ontario, Canada
$1.39M +$1.39M +35,000 New
TI
170
Tidal Investments
Wisconsin
$1.37M -$365K -9,195 -21%
ASRS
171
Arizona State Retirement System
Arizona
$1.36M +$18.4K +464 +1%
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$1.36M +$7.14K +180 +0.5%
IIM
173
Ironwood Investment Management
Massachusetts
$1.36M
NICM
174
Neo Ivy Capital Management
New York
$1.33M -$161K -4,062 -11%
TD Asset Management
175
TD Asset Management
Ontario, Canada
$1.31M -$119K -3,000 -8%