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SM Energy
SM

Overview Fund Activity

388 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$96M
3
Citadel Advisors
Citadel Advisors
Florida
$56.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
$29.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$297M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.8M
2
ACG
Aventail Capital Group
New York
$0
3
SCM
SIR Capital Management
New York
$9.33M
4
State Street
State Street
Massachusetts
$312M
5
Charles Schwab
Charles Schwab
California
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
176
Jennison Associates
New York
$1.38M +$1.38M +27,743 New
VPIM
177
Vanguard Personalized Indexing Management
California
$1.38M +$187K +3,760 +16%
Osaic Holdings
178
Osaic Holdings
Arizona
$1.37M +$693K +13,893 +102%
UM
179
UniSuper Management
Australia
$1.37M +$1.37M +27,520 New
TPI
180
Trust Point Inc
Wisconsin
$1.32M +$624K +12,527 +89%
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$1.29M +$320K +6,327 +33%
LSV Asset Management
182
LSV Asset Management
Illinois
$1.29M +$194K +3,900 +18%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$1.27M -$47.2K -946 -4%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M -$5.68K -114 -0.5%
LPL Financial
185
LPL Financial
California
$1.19M +$318K +6,387 +37%
SO
186
STRS Ohio
Ohio
$1.18M -$34.9K -700 -3%
QIM
187
Quantitative Investment Management
Virginia
$1.17M -$285K -5,711 -20%
State Board of Administration of Florida Retirement System
188
State Board of Administration of Florida Retirement System
Florida
$1.17M +$203K +7,220 +21%
ProShare Advisors
189
ProShare Advisors
Maryland
$1.16M +$59.9K +1,202 +5%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$1.11M +$1.11M +22,314 New
AI
191
Atria Investments
North Carolina
$1.1M +$1.1M +21,982 New
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.07M +21,531 New
BHCM
193
Brevan Howard Capital Management
Jersey
$1.06M +$1.06M +21,328 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$1.05M -$163K -3,279 -13%
HSA
195
Hussman Strategic Advisors
Maryland
$1.05M – – –
CI
196
CX Institutional
Indiana
$1.02M +$1.02M +20,459 New
Blackstone Inc
197
Blackstone Inc
New York
$1.02M – – –
I
198
InceptionR
California
$1.01M +$1.01M +20,306 New
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
$1M +$1M +20,068 New
DLP
200
De Lisle Partners
United Kingdom
$997K +$997K +20,000 New
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8
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