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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
176
DRW Securities
Illinois
$1.08M +$1.08M +36,178 New
BA
177
Bridgewater Associates
Connecticut
$1.07M -$8.01M -267,535 -88%
WG
178
Winton Group
United Kingdom
$1.07M +$230K +7,690 +27%
DIA
179
Dana Investment Advisors
Wisconsin
$1.07M +$71K +2,370 +7%
WPW
180
Waldron Private Wealth
Pennsylvania
$1.06M -$389 -13 -0%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.06M +$111K +3,694 +12%
DAS
182
Diversify Advisory Services
Utah
$1.06M -$7.06M -303,729 -87%
EF
183
Empowered Funds
Pennsylvania
$1.06M -$2.28M -76,164 -68%
IIM
184
Ironwood Investment Management
Massachusetts
$1.02M – – –
KK
185
KLP Kapitalforvaltning
Norway
$1.01M -$47.9K -1,600 -5%
GFM
186
GF Fund Management
China
$1.01M -$39.8K -1,329 -4%
MSRPS
187
Maryland State Retirement & Pension System
Maryland
$1M -$148K -4,928 -13%
ASRS
188
Arizona State Retirement System
Arizona
$983K -$11.6K -387 -1%
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$980K +$204K +6,806 +26%
AB
190
Amalgamated Bank
New York
$976K -$28.5K -953 -3%
Cerity Partners
191
Cerity Partners
New York
$963K -$368K -12,302 -28%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$923K – – –
PTC
193
Petrus Trust Company
Texas
$919K +$683K +22,812 +290%
BPC
194
Bryce Point Capital
New York
$879K +$879K +29,120 New
DT
195
Diversified Trust
Tennessee
$860K +$207K +6,928 +32%
State Board of Administration of Florida Retirement System
196
State Board of Administration of Florida Retirement System
Florida
$850K -$175K -5,840 -17%
CAM
197
Cresset Asset Management
Illinois
$825K +$24.6K +823 +3%
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$820K +$88.5K +2,955 +12%
ProShare Advisors
199
ProShare Advisors
Maryland
$807K -$226K -7,536 -22%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$786K -$21K -700 -3%
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8
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