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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$1.71M -$8.19M -211,530 -83%
AB
152
Amalgamated Bank
New York
$1.7M -$116K -2,983 -6%
Cerity Partners
153
Cerity Partners
New York
$1.68M +$769K +19,861 +84%
MSRPS
154
Maryland State Retirement & Pension System
Maryland
$1.64M -$55.6K -1,435 -3%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$1.63M -$338K -8,734 -17%
EI
156
Ellevest Inc
New York
$1.61M +$33.1K +855 +2%
AWM
157
Adams Wealth Management
Utah
$1.61M +$163K +4,218 +11%
VFM
158
Viking Fund Management
North Dakota
$1.55M – – –
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M – – –
ZIM
160
Zacks Investment Management
Illinois
$1.51M +$606K +15,639 +67%
TWA
161
TCI Wealth Advisors
Arizona
$1.51M – – –
KWM
162
Kingsview Wealth Management
Oregon
$1.49M +$1.49M +38,458 New
BCI
163
Brinker Capital Investments
Pennsylvania
$1.45M +$234K +6,133 +19%
OPS
164
Orion Portfolio Solutions
Nebraska
$1.45M +$234K +6,133 +19%
TCM
165
Teza Capital Management
Illinois
$1.44M +$1.44M +37,248 New
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$1.43M +$1.43M +37,032 New
TI
167
Tidal Investments
Wisconsin
$1.41M +$73.1K +1,888 +5%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$1.4M -$781K -20,159 -36%
Connor, Clark & Lunn Investment Management (CC&L)
169
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M -$3.53M -91,291 -72%
WPW
170
Waldron Private Wealth
Pennsylvania
$1.38M -$1.24K -32 -0.1%
FFL
171
Flat Footed LLC
Wyoming
$1.37M +$1.37M +35,406 New
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$1.33M – – –
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$1.32M -$48.2K -1,246 -4%
ASRS
174
Arizona State Retirement System
Arizona
$1.28M -$44.2K -1,142 -3%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$1.28M -$129K -3,312 -9%
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