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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$96M
3
Citadel Advisors
Citadel Advisors
Florida
$56.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
$29.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$297M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.8M
2
ACG
Aventail Capital Group
New York
$0
3
SCM
SIR Capital Management
New York
$9.33M
4
State Street
State Street
Massachusetts
$312M
5
Charles Schwab
Charles Schwab
California
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
151
Mirae Asset Global Investments
South Korea
$2.11M +$120K +3,768 +6%
CANY
152
Caxton Associates (New York)
New York
$2.1M +$1.56M +31,266 +288%
MSRPS
153
Maryland State Retirement & Pension System
Maryland
$2.04M -$28.5K -582 -1%
VFM
154
Viking Fund Management
North Dakota
$1.99M – – –
FNBOO
155
First National Bank of Omaha
Nebraska
$1.99M +$7.49K +250 +0.4%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$1.98M – – –
TWA
157
TCI Wealth Advisors
Arizona
$1.94M – – –
AB
158
Amalgamated Bank
New York
$1.82M -$365K -7,319 -17%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$1.82M +$292K +5,864 +19%
WPW
160
Waldron Private Wealth
Pennsylvania
$1.77M – – –
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$1.73M -$121K -2,418 -7%
TI
162
Tidal Investments
Wisconsin
$1.7M -$115K -2,312 -6%
CC
163
Centiva Capital
New York
$1.67M +$1.67M +33,470 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$1.62M -$477K -9,561 -23%
Creative Planning
165
Creative Planning
Kansas
$1.6M +$165K +3,319 +12%
ASRS
166
Arizona State Retirement System
Arizona
$1.59M -$60.2K -1,207 -4%
EI
167
Ellevest Inc
New York
$1.58M -$488K -9,787 -24%
CL
168
CSS LLC
Illinois
$1.58M -$1.26M -25,302 -44%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$1.55M -$150K -3,001 -9%
BCI
170
Brinker Capital Investments
Pennsylvania
$1.53M -$355K -7,125 -19%
OPS
171
Orion Portfolio Solutions
Nebraska
$1.53M -$355K -7,125 -19%
Verition Fund Management
172
Verition Fund Management
Connecticut
$1.47M +$404K +8,100 +38%
IIM
173
Ironwood Investment Management
Massachusetts
$1.46M -$125K -2,500 -8%
EIP
174
Energy Income Partners
Connecticut
$1.4M +$334K +6,700 +31%
CAM
175
Cresset Asset Management
Illinois
$1.39M -$1.18M -23,712 -46%
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