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SM Energy
SM

Overview Fund Activity

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$57M
3
American Century Companies
American Century Companies
Missouri
$135M
4
ACG
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
Citadel Advisors
Florida
$25.2M
5
JAM
Jupiter Asset Management
United Kingdom
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
176
State Board of Administration of Florida Retirement System
Florida
$1.37M – – –
IIM
177
Ironwood Investment Management
Massachusetts
$1.37M +$200K +5,000 +17%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.36M +$266K +6,667 +24%
AB
179
Amalgamated Bank
New York
$1.34M -$61.7K -1,544 -4%
ASRS
180
Arizona State Retirement System
Arizona
$1.32M +$28.8K +721 +2%
DIA
181
Dana Investment Advisors
Wisconsin
$1.31M +$1.31M +32,836 New
ECM
182
Everence Capital Management
Indiana
$1.26M +$345K +8,640 +38%
Verition Fund Management
183
Verition Fund Management
Connecticut
$1.24M +$771K +19,282 +164%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$1.22M -$1.99K -50 -0.2%
VPIM
185
Vanguard Personalized Indexing Management
California
$1.21M +$149K +3,733 +14%
EI
186
Ellevest Inc
New York
$1.17M -$84.3K -2,109 -7%
SPA
187
Sherbrooke Park Advisers
New York
$1.15M +$1.15M +28,859 New
CAM
188
Cresset Asset Management
Illinois
$1.15M +$112K +2,801 +11%
CANY
189
Caxton Associates (New York)
New York
$1.1M -$1.73M -43,373 -61%
WG
190
Winton Group
United Kingdom
$1.1M +$1.1M +27,499 New
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$1.1M +$135K +3,389 +14%
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$1.08M -$38.1K -954 -3%
JCIA
193
Jackson Creek Investment Advisors
Colorado
$1.07M +$238K +5,960 +29%
LPL Financial
194
LPL Financial
California
$1.05M -$20.7K -519 -2%
BAMF
195
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M +$1.04M +26,002 New
TPI
196
Trust Point Inc
Wisconsin
$1.03M -$39.3K -983 -4%
Osaic Holdings
197
Osaic Holdings
Arizona
$1.03M -$339K -8,485 -25%
Stifel Financial
198
Stifel Financial
Missouri
$1.03M +$306K +7,660 +42%
Twin Tree Management
199
Twin Tree Management
Texas
$1.02M +$1.02M +25,634 New
SO
200
STRS Ohio
Ohio
$1.02M +$152K +3,800 +17%
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