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SM Energy
SM

Overview Fund Activity

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.9%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M

Top Buyers

1
BlackRock
BlackRock
New York
$492M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.2M
3
Macquarie Group
Macquarie Group
Australia
$84.9M
4
WP
Woodline Partners
California
$20.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.7M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
HHAM
HITE Hedge Asset Management
Massachusetts
$6.62M
3
Citadel Advisors
Citadel Advisors
Florida
$35.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83.4M
5
Millennium Management
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
176
Ironwood Investment Management
Massachusetts
$845K – – –
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$842K -$162K -6,550 -16%
MSRPS
178
Maryland State Retirement & Pension System
Maryland
$831K +$5.24K +212 +0.6%
ASRS
179
Arizona State Retirement System
Arizona
$825K +$14.5K +585 +2%
AB
180
Amalgamated Bank
New York
$805K +$198 +8 +0%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$762K – – –
Two Sigma Advisers
182
Two Sigma Advisers
New York
$754K -$680K -27,500 -47%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$726K +$49.6K +2,006 +7%
DT
184
Diversified Trust
Tennessee
$722K +$12.5K +505 +2%
State Board of Administration of Florida Retirement System
185
State Board of Administration of Florida Retirement System
Florida
$701K – – –
Mariner
186
Mariner
Kansas
$649K +$12.9K +524 +2%
OPERF
187
Oregon Public Employees Retirement Fund
Oregon
$644K -$4.94K -200 -0.8%
PFSRSONJ
188
Police & Firemen's Retirement System of New Jersey
New Jersey
$638K +$28.3K +1,145 +5%
FRM
189
Fox Run Management
Connecticut
$637K +$334K +13,520 +110%
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$630K +$136K +5,505 +28%
ProShare Advisors
191
ProShare Advisors
Maryland
$630K -$35.9K -1,454 -5%
Allianz Asset Management
192
Allianz Asset Management
Germany
$584K -$439K -17,762 -43%
Marshall Wace
193
Marshall Wace
United Kingdom
$568K +$568K +22,996 New
IA
194
Inspire Advisors
Idaho
$552K +$114K +4,621 +26%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$531K -$7.63M -308,632 -93%
SRL
196
Scientech Research LLC
New Jersey
$527K +$331K +13,389 +168%
CL
197
Choreo LLC
Illinois
$519K +$85.1K +3,443 +20%
JFG
198
Jefferies Financial Group
New York
$518K -$22.8K -922 -4%
QCM
199
Quantinno Capital Management
New York
$514K +$323K +13,057 +169%
SO
200
STRS Ohio
Ohio
$479K +$34.6K +1,400 +8%
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