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SM Energy

370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+63
Holders Change %
+20.52%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
89
Increased
109
Reduced
132
Closed
23
Calls
$44.1M
Puts
$28.9M
Net Calls
+$15.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
FF
201
Friedenthal Financial
New Jersey
$724K +$724K +18,266 New
ProShare Advisors
202
ProShare Advisors
Maryland
$724K -$20.7K -522 -3%
SCA
203
Sippican Capital Advisors
Massachusetts
$702K +$1.19K +30 +0.2%
CC
204
Centiva Capital
New York
$696K +$193K +4,856 +38%
QT
205
Quantbot Technologies
New York
$652K +$652K +16,455 New
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$651K
DTL
207
Dynamic Technology Lab
Singapore
$627K +$627K +15,810 New
CANY
208
Caxton Associates (New York)
New York
$624K +$624K +15,741 New
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$615K +$267K +6,737 +77%
GAM
210
Gotham Asset Management
New York
$611K +$19.9K +502 +3%
Lazard Asset Management
211
Lazard Asset Management
New York
$606K +$224K +5,666 +59%
XT
212
XTX Topco
Cayman Islands
$606K +$606K +15,272 New
MNBTD
213
Moody National Bank Trust Division
Texas
$595K
ADIM
214
Alpha DNA Investment Management
Maryland
$584K +$584K +14,723 New
GCM
215
Gallacher Capital Management
Colorado
$557K +$44.4K +1,120 +9%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$554K -$359K -9,061 -39%
CIP
217
Cornerstone Investment Partners
Georgia
$552K +$6.54K +165 +1%
GCMG
218
Gyroscope Capital Management Group
Florida
$551K +$551K +13,896 New
MYIA
219
Mount Yale Investment Advisors
Colorado
$551K +$551K +13,896 New
TAM
220
Tocqueville Asset Management
New York
$543K -$2.58M -65,000 -83%
AWM
221
AE Wealth Management
Kansas
$535K +$535K +13,497 New
Pictet Asset Management
222
Pictet Asset Management
Switzerland
$526K +$526K +13,262 New
M1FG
223
Mach-1 Financial Group
Arkansas
$516K +$516K +13,021 New
Blackstone Inc
224
Blackstone Inc
New York
$510K +$510K +12,871 New
PRC
225
Pearl River Capital
Michigan
$509K +$245K +6,179 +93%