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SM Energy
SM

Overview Fund Activity

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74M
3
Jane Street
3
Jane Street
New York
$24M
4
HF
4
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$158K
2
FCM
2
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
4
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
176
Amalgamated Bank
New York
$1.52M -$61.4K -1,419 -4%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.52M -$2.34M -47,259 -61%
BCM
178
Bayesian Capital Management
New York
$1.5M +$1.18M +27,300 +370%
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$1.49M -$82.7K -1,912 -5%
CL
180
CSS LLC
Illinois
$1.49M +$117K +2,700 +9%
Osaic Holdings
181
Osaic Holdings
Arizona
$1.48M +$294K +6,796 +25%
State Board of Administration of Florida Retirement System
182
State Board of Administration of Florida Retirement System
Florida
$1.48M -$315K -7,290 -18%
Simplex Trading
183
Simplex Trading
Illinois
$1.44M -$651K -15,059 -31%
ASRS
184
Arizona State Retirement System
Arizona
$1.4M +$18.9K +437 +1%
EI
185
Ellevest Inc
New York
$1.36M -$13.5K -313 -1%
Corient Private Wealth
186
Corient Private Wealth
Florida
$1.33M -$1.01M -23,300 -43%
I
187
InceptionR
California
$1.3M +$425K +9,837 +48%
IIM
188
Ironwood Investment Management
Massachusetts
$1.26M – – –
EIP
189
Energy Income Partners
Connecticut
$1.26M +$43.6K +1,008 +4%
BGIM
190
Brandywine Global Investment Management
Pennsylvania
$1.26M -$15.5M -358,559 -92%
UM
191
UniSuper Management
Australia
$1.22M +$30.3K +700 +3%
BCI
192
Brinker Capital Investments
Pennsylvania
$1.22M -$109K -2,516 -8%
OPS
193
Orion Portfolio Solutions
Nebraska
$1.22M -$109K -2,516 -8%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$1.21M -$134K -3,100 -10%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$1.19M +$82.6K +1,910 +7%
TPI
196
Trust Point Inc
Wisconsin
$1.16M +$12.7K +293 +1%
LPL Financial
197
LPL Financial
California
$1.15M +$123K +2,855 +12%
VPIM
198
Vanguard Personalized Indexing Management
California
$1.14M -$54.8K -1,273 -5%
WCA
199
Westover Capital Advisors
Delaware
$1.12M +$1.12M +26,020 New
CAM
200
Cresset Asset Management
Illinois
$1.12M -$83.3K -1,926 -7%
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