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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLP
151
De Lisle Partners
United Kingdom
$1.5M +$299K +10,000 +25%
Two Sigma Investments
152
Two Sigma Investments
New York
$1.48M -$509K -16,991 -26%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$1.45M -$596K -19,888 -29%
AP
154
Advisors Preferred
Maryland
$1.41M +$1.41M +47,360 New
VI
155
Vestcor Inc
New Brunswick, Canada
$1.4M +$692K +23,114 +98%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$1.39M -$31K -1,027 -2%
MHI
157
Miller Howard Investments
New York
$1.38M +$146K +4,880 +12%
SWM
158
Sendero Wealth Management
Texas
$1.38M – – –
YCM
159
Yousif Capital Management
Michigan
$1.34M -$13.9K -465 -1%
LPL Financial
160
LPL Financial
California
$1.33M -$88.3K -2,947 -6%
CM
161
Caption Management
Oklahoma
$1.31M -$479 -16 -0%
HSA
162
Hussman Strategic Advisors
Maryland
$1.26M +$629K +21,000 +100%
TI
163
Tidal Investments
Wisconsin
$1.25M +$1.06M +35,237 +535%
Allianz Asset Management
164
Allianz Asset Management
Germany
$1.24M -$4.46M -148,837 -78%
AI
165
Atom Investors
Texas
$1.23M +$1.23M +41,003 New
Natixis Advisors
166
Natixis Advisors
Massachusetts
$1.23M -$60K -2,005 -5%
EIP
167
Energy Income Partners
Connecticut
$1.22M +$33.4K +1,116 +3%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$1.22M -$809K -27,027 -40%
KWM
169
Kiker Wealth Management
Georgia
$1.19M +$1.19M +39,847 New
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$1.19M – – –
TWA
171
TCI Wealth Advisors
Arizona
$1.16M -$2.97K -99 -0.3%
Boston Partners
172
Boston Partners
Massachusetts
$1.14M +$254K +8,475 +29%
EI
173
Ethic Inc
New York
$1.13M -$400K -13,433 -26%
GCP
174
GSA Capital Partners
United Kingdom
$1.12M +$748K +24,973 +202%
ETC
175
Exchange Traded Concepts
Oklahoma
$1.11M +$367K +12,261 +49%
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