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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 %
Mariner
201
Mariner
Kansas
$771K -$3.28M -109,528 -81%
CWM
202
CIBC World Markets
New York
$760K +$440K +14,682 +137%
SM
203
Sciencast Management
New Jersey
$757K -$74.8K -2,497 -9%
RFG
204
Range Financial Group
Oregon
$752K +$109K +3,624 +17%
EF
205
Empirical Finance
Pennsylvania
$744K +$3.5K +117 +0.5%
VF
206
Virtu Financial
New York
$743K +$743K +24,812 New
PFSRSONJ
207
Police & Firemen's Retirement System of New Jersey
New Jersey
$739K – – –
QCG
208
Quadrant Capital Group
Ohio
$728K +$502K +16,748 +222%
VPIM
209
Vanguard Personalized Indexing Management
California
$717K -$149K -4,971 -17%
RCM
210
Radnor Capital Management
Pennsylvania
$669K -$144K -4,800 -18%
JFG
211
Jefferies Financial Group
New York
$656K +$656K +21,888 New
SGI
212
Summit Global Investments
Utah
$653K +$310K +10,354 +90%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$637K +$15.5K +518 +2%
IA
214
IFP Advisors
Florida
$618K +$481K +16,049 +349%
GCM
215
Gallacher Capital Management
Colorado
$613K +$367K +12,252 +149%
YIH
216
Y-Intercept (HK)
Hong Kong
$611K +$362K +12,074 +145%
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
$599K -$639K -21,348 -52%
EI
218
Ellevest Inc
New York
$596K -$217K -7,229 -27%
ZIM
219
Zacks Investment Management
Illinois
$595K +$595K +19,864 New
GS
220
GTS Securities
New York
$593K -$212K -7,072 -26%
Stifel Financial
221
Stifel Financial
Missouri
$584K -$213K -7,119 -27%
VA
222
Vident Advisory
Georgia
$583K +$88.8K +2,965 +18%
NICM
223
Neo Ivy Capital Management
New York
$558K -$1.99M -66,299 -78%
FM
224
Foster & Motley
Ohio
$556K +$291K +9,727 +110%
P
225
Pitcairn
Pennsylvania
$553K -$82.8K -2,764 -13%
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9
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