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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.

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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.2M
2
Invesco
2
Invesco
Georgia
$42.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$115M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$645K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$781M 20,179,832 -63,541 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$555M 14,337,961 -154,436 -1%
State Street
3
State Street
Massachusetts
$258M 6,674,610 +290,364 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$213M 5,509,379 +493,427 +10%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$141M 3,636,810 +1,788,011 +97%
Morgan Stanley
6
Morgan Stanley
New York
$116M 2,992,404 +1,545,690 +107%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$115M 2,977,520 +2,977,520 New
FCM
8
Frontier Capital Management
Massachusetts
$115M 2,970,472 -483,163 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$98.1M 2,532,947 +80,546 +3%
Macquarie Group
10
Macquarie Group
Australia
$86.1M 2,222,918 +62,421 +3%
American Century Companies
11
American Century Companies
Missouri
$74.3M 1,919,768 +372,453 +24%
RRAM
12
River Road Asset Management
Kentucky
$71.2M 1,838,975 -439,770 -19%
Renaissance Technologies
13
Renaissance Technologies
New York
$65.8M 1,700,500 +75,000 +5%
Charles Schwab
14
Charles Schwab
California
$61.7M 1,593,103 +64,781 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$54.1M 1,397,197 -6,292 -0.4%
Northern Trust
16
Northern Trust
Illinois
$54M 1,395,042 +14,850 +1%
ACG
17
Aventail Capital Group
New York
$53.9M 1,390,797 +974,468 +234%
Goldman Sachs
18
Goldman Sachs
New York
$52.2M 1,346,941 -120,861 -8%
WHG
19
Westwood Holdings Group
Texas
$50.1M 1,293,271 +1,293,271 New
Invesco
20
Invesco
Georgia
$42.9M 1,107,193 -947,310 -46%
First Trust Advisors
21
First Trust Advisors
Illinois
$41.7M 1,077,231 +198,473 +23%
Ameriprise
22
Ameriprise
Minnesota
$39.7M 1,025,067 -138,265 -12%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$39.1M 1,010,713 -21,733 -2%
PCM
24
Palisade Capital Management
New Jersey
$38.3M 988,723 -114,443 -10%
CCM
25
Channing Capital Management
Illinois
$36.1M 932,435 -240,114 -20%
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