SM icon

SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
176
TwinBeech Capital
New York
$1.3M +$1.3M +32,753 New
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
$1.29M +$162K +4,075 +14%
API
178
Advisor Partners II
California
$1.28M +$6.38K +161 +0.5%
BCI
179
Brinker Capital Investments
Pennsylvania
$1.26M -$541K -13,634 -30%
OPS
180
Orion Portfolio Solutions
Nebraska
$1.26M -$541K -13,634 -30%
MAM
181
Martingale Asset Management
Massachusetts
$1.18M +$479K +12,083 +68%
SEI Investments
182
SEI Investments
Pennsylvania
$1.13M -$18.4K -465 -2%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$1.12M +$99.8K +2,516 +10%
CCMG
184
Clark Capital Management Group
Pennsylvania
$1.11M +$1.11M +27,953 New
PAM
185
Panagora Asset Management
Massachusetts
$1.09M +$1.09M +27,460 New
Walleye Trading
186
Walleye Trading
New York
$1.03M +$775K +19,554 +308%
ACM
187
Aquatic Capital Management
Illinois
$995K +$995K +25,100 New
EGM
188
Engineers Gate Manager
New York
$961K -$2.13M -53,650 -69%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$957K +$110K +2,777 +13%
CSS
190
Cubist Systematic Strategies
Connecticut
$941K +$941K +23,725 New
Cerity Partners
191
Cerity Partners
New York
$935K +$76.8K +1,938 +9%
ZIM
192
Zacks Investment Management
Illinois
$929K +$929K +23,419 New
JFG
193
Jefferies Financial Group
New York
$900K +$407K +10,266 +83%
SO
194
STRS Ohio
Ohio
$888K -$238K -6,000 -21%
RA
195
Royce & Associates
New York
$882K -$660K -16,656 -43%
VPIM
196
Vanguard Personalized Indexing Management
California
$843K +$92.8K +2,340 +12%
MOACM
197
Mutual of America Capital Management
New York
$825K -$109K -2,741 -12%
GC
198
Guggenheim Capital
Illinois
$817K -$396K -9,985 -33%
ETC
199
Exchange Traded Concepts
Oklahoma
$787K -$207K -5,209 -21%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$774K +$4.44K +112 +0.6%