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SM Energy
SM

Overview Fund Activity

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$57M
3
American Century Companies
American Century Companies
Missouri
$135M
4
ACG
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
Citadel Advisors
Florida
$25.2M
5
JAM
Jupiter Asset Management
United Kingdom
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$2.15M – – –
US Bancorp
152
US Bancorp
Minnesota
$2.15M +$58.1K +1,454 +3%
EP
153
Edgestream Partners
New Jersey
$1.93M +$502K +12,561 +35%
IWS
154
Insight Wealth Strategies
California
$1.93M +$71.3K +1,784 +4%
Cerity Partners
155
Cerity Partners
New York
$1.92M +$179K +4,471 +10%
Walleye Capital
156
Walleye Capital
New York
$1.89M +$376K +9,399 +25%
CL
157
CSS LLC
Illinois
$1.85M +$477K +11,934 +35%
SWM
158
Sendero Wealth Management
Texas
$1.84M – – –
YCM
159
Yousif Capital Management
Michigan
$1.82M -$68.7K -1,719 -4%
SWA
160
Stratos Wealth Advisors
Ohio
$1.71M +$1.71M +42,777 New
State of New Jersey Common Pension Fund D
161
State of New Jersey Common Pension Fund D
New Jersey
$1.69M +$30.1K +752 +2%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$1.67M +$136K +3,395 +9%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$1.65M +$265K +6,625 +19%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$1.64M -$550K -13,770 -25%
DLP
165
De Lisle Partners
United Kingdom
$1.6M – – –
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M – – –
EIP
167
Energy Income Partners
Connecticut
$1.56M +$398K +9,954 +34%
TWA
168
TCI Wealth Advisors
Arizona
$1.55M – – –
MSRPS
169
Maryland State Retirement & Pension System
Maryland
$1.54M -$58.8K -1,470 -4%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$1.54M +$1.09M +27,291 +245%
SA
171
Sanctuary Advisors
Indiana
$1.53M +$81.7K +1,774 +6%
BHCM
172
Brevan Howard Capital Management
Jersey
$1.48M -$640K -16,000 -30%
VF
173
Vest Financial
Virginia
$1.43M +$515K +12,887 +56%
WPW
174
Waldron Private Wealth
Pennsylvania
$1.42M +$200 +5 +0%
Boston Partners
175
Boston Partners
Massachusetts
$1.38M -$30.7K -768 -2%
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