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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 %
Corient Private Wealth
201
Corient Private Wealth
Florida
$1.02M -$212K -5,305 -17%
QT
202
Quantbot Technologies
New York
$1.02M +$1.02M +25,396 New
Blackstone Inc
203
Blackstone Inc
New York
$1.01M – – –
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$978K -$13.2K -331 -1%
CCIA
205
Campbell & Co Investment Adviser
Maryland
$974K +$974K +24,372 New
EF
206
Empirical Finance
Pennsylvania
$965K +$3.8K +95 +0.4%
ProShare Advisors
207
ProShare Advisors
Maryland
$954K +$242K +6,043 +34%
CI
208
CX Institutional
Indiana
$948K +$84.1K +2,103 +10%
VI
209
Vestcor Inc
New Brunswick, Canada
$944K +$492K +12,300 +109%
CAM
210
ClariVest Asset Management
California
$941K – – –
ETC
211
Exchange Traded Concepts
Oklahoma
$940K +$140K +3,514 +18%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$934K -$1.07M -26,847 -53%
AI
213
Atria Investments
North Carolina
$916K +$38.4K +961 +4%
AAM
214
Azzad Asset Management
Virginia
$904K -$32.5K -814 -3%
Lazard Asset Management
215
Lazard Asset Management
New York
$900K -$10.3K -258 -1%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$894K +$528K +13,215 +145%
YIH
217
Y-Intercept (HK)
Hong Kong
$889K +$889K +22,232 New
DTL
218
Dynamic Technology Lab
Singapore
$878K -$2.61M -65,407 -75%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$845K +$77.7K +1,943 +10%
P
220
Pitcairn
Pennsylvania
$841K +$189K +4,734 +29%
CL
221
Choreo LLC
Illinois
$807K +$56.5K +1,367 +8%
N
222
Natixis
France
$795K +$795K +19,900 New
WAM
223
Wakefield Asset Management
Colorado
$754K -$10.2K -255 -1%
DT
224
Diversified Trust
Tennessee
$747K +$23.7K +593 +3%
VA
225
Vident Advisory
Georgia
$720K +$62K +1,552 +9%
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