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SM Energy

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
Shell Asset Management
Netherlands
$329K -$1.15K -41 -0.3%
TYCC
202
Texas Yale Capital Corp
Florida
$315K
DA
203
Duality Advisers
Florida
$284K +$284K +10,089 New
CL
204
CSS LLC
Illinois
$282K +$282K +10,000 New
KBC Group
205
KBC Group
Belgium
$281K -$16.8K -599 -6%
KAS
206
Kestra Advisory Services
Texas
$280K -$24.2K -858 -8%
EF
207
Empirical Finance
Pennsylvania
$280K
II
208
Inspire Investing
Idaho
$272K +$81.3K +2,888 +43%
RAM
209
Readystate Asset Management
Illinois
$271K +$47.9K +1,700 +21%
AIP
210
Ameritas Investment Partners
Nebraska
$267K
MPM
211
Meritage Portfolio Management
Kansas
$265K -$17.3K -616 -6%
SWS
212
SYSTM Wealth Solutions
Illinois
$264K +$32.5K +1,155 +14%
CGH
213
Crossmark Global Holdings
Texas
$253K -$339 -12 -0.1%
NC
214
Nokomis Capital
Texas
$248K +$248K +8,800 New
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$242K +$5.86K +208 +2%
CWP
216
CFM Wealth Partners
Texas
$231K -$56.3K -2,000 -20%
API
217
Advisor Partners II
California
$226K -$23.3K -829 -9%
PI
218
PEAK6 Investments
Illinois
$220K +$220K +7,817 New
MWA
219
Meridian Wealth Advisors
Texas
$217K
Lazard Asset Management
220
Lazard Asset Management
New York
$214K
Ohio Public Employees Retirement System (OPERS)
221
Ohio Public Employees Retirement System (OPERS)
Ohio
$213K +$20.7K +737 +11%
PA
222
Profund Advisors
Maryland
$203K -$13.8K -490 -6%
N
223
Natixis
France
$200K +$200K +7,100 New
Walleye Trading
224
Walleye Trading
New York
$185K +$185K +6,586 New
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
$183K -$32.2K -1,143 -15%