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SM Energy
SM

Overview Fund Activity

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74M
3
Jane Street
3
Jane Street
New York
$24M
4
HF
4
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$158K
2
FCM
2
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
4
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
151
HSBC Holdings
United Kingdom
$2.17M -$1.44M -33,305 -40%
YCM
152
Yousif Capital Management
Michigan
$2.05M -$270K -6,254 -12%
Creative Planning
153
Creative Planning
Kansas
$2.03M +$642K +14,848 +46%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$2.02M +$613K +14,175 +44%
IWS
155
Insight Wealth Strategies
California
$2.01M +$123K +2,840 +7%
SWM
156
Sendero Wealth Management
Texas
$1.99M – – –
CC
157
Centiva Capital
New York
$1.94M +$497K +11,498 +34%
Cerity Partners
158
Cerity Partners
New York
$1.89M -$1.06M -24,411 -36%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$1.83M -$1.33M -30,848 -42%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$1.79M -$1.11M -25,751 -38%
EGM
161
Engineers Gate Manager
New York
$1.77M +$1.77M +40,935 New
MSRPS
162
Maryland State Retirement & Pension System
Maryland
$1.73M -$68.4K -1,583 -4%
VFM
163
Viking Fund Management
North Dakota
$1.73M – – –
DLP
164
De Lisle Partners
United Kingdom
$1.73M +$865K +20,000 +100%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M – – –
TWA
166
TCI Wealth Advisors
Arizona
$1.68M – – –
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$1.66M +$165K +3,819 +11%
Walleye Capital
168
Walleye Capital
New York
$1.64M +$1.61M +37,233 +6,104%
SA
169
Sanctuary Advisors
Indiana
$1.6M +$1.6M +31,399 New
XT
170
XTX Topco
Cayman Islands
$1.58M +$1.33M +30,768 +522%
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$1.58M +$1.19M +27,633 +312%
EP
172
Edgestream Partners
New Jersey
$1.54M -$2.59M -60,012 -63%
WPW
173
Waldron Private Wealth
Pennsylvania
$1.54M – – –
Assenagon Asset Management
174
Assenagon Asset Management
Luxembourg
$1.53M -$666K -15,396 -30%
Boston Partners
175
Boston Partners
Massachusetts
$1.52M +$718K +16,615 +89%
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