SM Energy
390 hedge funds and large institutions have $5.71B invested in SM Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 109 increasing their positions, 163 reducing their positions, and 41 closing their positions.
108% more call options, than puts
Call options by funds: $79.6M | Put options by funds: $38.3M
61% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 41
33% more capital invested
Capital invested by funds: $4.31B → $5.71B (+$1.41B)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 370 → 390 (+20)
3.5% more ownership
Funds ownership: 95.61% → 99.1% (+3.5%)
33% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$153M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$71.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$44.3M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$22.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.6M |
| 2 |
ACG
Aventail Capital Group
New York
|
-$53.9M |
| 3 |
SCM
SIR Capital Management
New York
|
-$19.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$17.2M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$16.8M |
SM Hedge Fund Activity: Q1 2024 in Review
390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q1 2024, worth a combined $5.71B — up 33% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SM positions and 41 closed out — a net gain of 25 holders — while 109 added to existing stakes and 163 trimmed.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $153M. The largest seller was Morgan Stanley, cutting an estimated $67.6M.
- 390 institutional investors held SM Energy (SM) as of Q1 2024, up from 370 in Q4 2023.
- Funds reported $5.71B of SM Energy stock for Q1 2024, up 33% quarter-over-quarter.
- 66 funds opened new SM Energy positions in Q1 2024 and 41 closed out, a net change of +25 holders.
- The largest SM Energy buyer in Q1 2024 was Pacer Advisors, an estimated $153M added.
- The largest SM Energy seller in Q1 2024 was Morgan Stanley, an estimated $67.6M sold.
Based on aggregated 13F filings for Q1 2024.