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SM Energy
SM

Overview Fund Activity

388 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, 162 reducing their positions, and 41 closing their positions.

Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
5.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
66
Increased
109
Reduced
162
Closed
41
Calls
$79.6M
Puts
$38.3M
Net Calls
+$41.4M
Net Calls Change
+$20.2M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$186M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$29.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$297M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.8M
2
ACG
2
Aventail Capital Group
New York
$0
3
SCM
3
SIR Capital Management
New York
$9.33M
4
State Street
4
State Street
Massachusetts
$312M
5
Charles Schwab
5
Charles Schwab
California
$58.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$994M 19,939,444 -240,388 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$709M 14,224,355 -113,606 -0.8%
State Street
3
State Street
Massachusetts
$312M 6,253,497 -421,113 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$297M 5,957,200 +447,821 +8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$203M 4,080,133 +443,323 +12%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$186M 3,731,239 +3,731,239 New
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$138M 2,761,658 -215,862 -7%
FCM
8
Frontier Capital Management
Massachusetts
$134M 2,695,696 -274,776 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$129M 2,583,448 +50,501 +2%
American Century Companies
10
American Century Companies
Missouri
$116M 2,333,144 +413,376 +22%
Macquarie Group
11
Macquarie Group
Australia
$107M 2,138,743 -84,175 -4%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$96M 1,926,312 +1,746,714 +973%
RRAM
13
River Road Asset Management
Kentucky
$87.7M 1,758,754 -80,221 -4%
Renaissance Technologies
14
Renaissance Technologies
New York
$83.4M 1,674,000 -26,500 -2%
Goldman Sachs
15
Goldman Sachs
New York
$78M 1,563,719 +216,778 +16%
WHG
16
Westwood Holdings Group
Texas
$77.4M 1,552,004 +258,733 +20%
Northern Trust
17
Northern Trust
Illinois
$67M 1,344,421 -50,621 -4%
Morgan Stanley
18
Morgan Stanley
New York
$66.8M 1,339,789 -1,652,615 -55%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$66.4M 1,331,013 -66,184 -5%
First Trust Advisors
20
First Trust Advisors
Illinois
$62M 1,243,295 +166,064 +15%
Charles Schwab
21
Charles Schwab
California
$58.9M 1,182,186 -410,917 -26%
Citadel Advisors
22
Citadel Advisors
Florida
$56.2M 1,126,979 +1,082,714 +2,446%
Invesco
23
Invesco
Georgia
$55.2M 1,107,795 +602 +0.1%
Ameriprise
24
Ameriprise
Minnesota
$54M 1,082,342 +57,275 +6%
CAM
25
Congress Asset Management
Massachusetts
$50.9M 1,021,032 +143,293 +16%
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