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SM Energy
SM

Overview Fund Activity

368 hedge funds and large institutions have $4.31B invested in SM Energy in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
59
Increased
130
Reduced
130
Closed
55
Calls
$45.9M
Puts
$24.7M
Net Calls
+$21.2M
Net Calls Change
+$5.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
WHG
Westwood Holdings Group
Texas
$50.1M
5
ACG
Aventail Capital Group
New York
$53.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.2M
2
Invesco
Invesco
Georgia
$42.9M
3
FCM
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Blackstone Inc
201
Blackstone Inc
New York
$789K +$290K +7,500 +58%
MOACM
202
Mutual of America Capital Management
New York
$788K -$17K -440 -2%
ETC
203
Exchange Traded Concepts
Oklahoma
$779K +$11.1K +286 +1%
Mitsubishi UFJ Trust & Banking
204
Mitsubishi UFJ Trust & Banking
Japan
$743K +$143K +3,701 +24%
MAM
205
Martingale Asset Management
Massachusetts
$700K -$455K -11,762 -39%
TRCT
206
Tower Research Capital (TRC)
New York
$694K +$568K +14,665 +449%
SCA
207
Sippican Capital Advisors
Massachusetts
$681K -$3.87K -100 -0.6%
Boston Partners
208
Boston Partners
Massachusetts
$679K -$2.43M -62,879 -78%
LPL Financial
209
LPL Financial
California
$676K +$199K +5,147 +42%
SGI
210
Summit Global Investments
Utah
$657K +$657K +16,958 New
Balyasny Asset Management
211
Balyasny Asset Management
Illinois
$645K -$18.4M -476,294 -97%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$630K -$5.66K -146 -0.9%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$581K +$40.6K +1,049 +8%
MNBTD
214
Moody National Bank Trust Division
Texas
$581K – – –
TPI
215
Trust Point Inc
Wisconsin
$544K +$544K +14,040 New
CIP
216
Cornerstone Investment Partners
Georgia
$541K +$1.36K +35 +0.3%
MYIA
217
Mount Yale Investment Advisors
Colorado
$538K – – –
FTIS
218
First Trust Investment Solutions
Florida
$538K +$538K +13,896 New
TAM
219
Tocqueville Asset Management
New York
$530K – – –
QC
220
Quadrature Capital
United Kingdom
$530K +$530K +13,695 New
Osaic Holdings
221
Osaic Holdings
Arizona
$529K +$175K +4,512 +49%
DFCM
222
Dark Forest Capital Management
Puerto Rico
$518K -$1.82M -47,037 -78%
Pictet Asset Management
223
Pictet Asset Management
Switzerland
$514K – – –
AACP
224
Advantage Alpha Capital Partners
California
$504K +$504K +13,009 New
P
225
Pitcairn
Pennsylvania
$498K +$62.4K +1,611 +14%
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