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SM Energy
SM

Overview Fund Activity

418 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 38 closing their positions.

Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
73
Increased
171
Reduced
126
Closed
38
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$50.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74M
3
Jane Street
3
Jane Street
New York
$24M
4
HF
4
HRT Financial
New York
$22.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$274M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$158K
2
FCM
2
Frontier Capital Management
Massachusetts
$52.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$67.7M
4
GKIM
4
GW&K Investment Management
Massachusetts
$173K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$852M 19,711,629 -227,815 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$620M 14,343,467 +119,112 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$274M 6,341,875 +384,675 +6%
State Street
4
State Street
Massachusetts
$267M 6,173,151 -80,346 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$182M 4,210,622 +130,489 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$115M 2,663,461 +80,013 +3%
American Century Companies
7
American Century Companies
Missouri
$102M 2,361,149 +28,005 +1%
Macquarie Group
8
Macquarie Group
Australia
$97M 2,242,772 +104,029 +5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$93.7M 2,168,024 +241,712 +13%
RRAM
10
River Road Asset Management
Kentucky
$76.9M 1,779,904 +21,150 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$74M 1,712,755 +585,776 +52%
WHG
12
Westwood Holdings Group
Texas
$73.9M 1,709,927 +157,923 +10%
Goldman Sachs
13
Goldman Sachs
New York
$71.1M 1,645,800 +82,081 +5%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$67.7M 1,566,857 -1,194,801 -43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$57.7M 1,335,624 +4,611 +0.3%
First Trust Advisors
16
First Trust Advisors
Illinois
$57.5M 1,330,391 +87,096 +7%
Northern Trust
17
Northern Trust
Illinois
$56.6M 1,309,865 -34,556 -3%
FCM
18
Frontier Capital Management
Massachusetts
$52.2M 1,206,814 -1,488,882 -55%
Charles Schwab
19
Charles Schwab
California
$51.9M 1,200,886 +18,700 +2%
Renaissance Technologies
20
Renaissance Technologies
New York
$51.5M 1,191,500 -482,500 -29%
Ameriprise
21
Ameriprise
Minnesota
$50.9M 1,177,079 +94,737 +9%
JAM
22
Jupiter Asset Management
United Kingdom
$50.1M 1,159,488 +1,046,872 +930%
CCM
23
Channing Capital Management
Illinois
$46.8M 1,081,781 +101,914 +10%
Morgan Stanley
24
Morgan Stanley
New York
$46.7M 1,081,082 -258,707 -19%
CAM
25
Congress Asset Management
Massachusetts
$44.5M 1,029,626 +8,594 +0.8%
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