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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
176
Ironwood Investment Management
Massachusetts
$1.23M -$96.8K -2,500 -7%
TI
177
Trexquant Investment
Connecticut
$1.2M -$1.59M -40,986 -57%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$1.18M -$79.3K -2,047 -6%
CM
179
CoreCommodity Management
Connecticut
$1.18M -$2.46M -63,654 -68%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$1.17M -$186K -4,800 -14%
ET
181
Entropy Technologies
New York
$1.15M +$1.15M +29,747 New
QIM
182
Quantitative Investment Management
Virginia
$1.13M +$1.13M +29,194 New
Creative Planning
183
Creative Planning
Kansas
$1.12M -$3.58M -92,439 -76%
Holocene Advisors
184
Holocene Advisors
New York
$1.11M -$261K -6,749 -19%
PAM
185
Panagora Asset Management
Massachusetts
$1.06M +$1.08K +28 +0.1%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$1.02M +$90.8K +2,344 +10%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$972K -$2.1M -54,234 -68%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$945K -$148K -3,816 -14%
SO
189
STRS Ohio
Ohio
$940K +$73.5K +1,900 +8%
VPIM
190
Vanguard Personalized Indexing Management
California
$927K +$103K +2,668 +13%
Man Group
191
Man Group
United Kingdom
$922K +$922K +23,821 New
ECM
192
Everence Capital Management
Indiana
$889K – – –
ProShare Advisors
193
ProShare Advisors
Maryland
$858K +$151K +3,912 +21%
SEC
194
Seven Eight Capital
New York
$852K +$852K +21,992 New
LSV Asset Management
195
LSV Asset Management
Illinois
$848K +$848K +21,900 New
Lazard Asset Management
196
Lazard Asset Management
New York
$836K +$244K +6,296 +41%
GC
197
Guggenheim Capital
Illinois
$833K +$34.7K +896 +4%
EIP
198
Energy Income Partners
Connecticut
$831K +$515K +13,289 +162%
Verition Fund Management
199
Verition Fund Management
Connecticut
$828K +$373K +9,627 +82%
HSA
200
Hussman Strategic Advisors
Maryland
$813K -$2.66M -68,600 -77%
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