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SM Energy
SM

421 hedge funds and large institutions have $4.92B invested in SM Energy in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

64% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $38.7M

36% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 126

8% more funds holding

Funds holding: 390 → 421 (+31)

0.15% less ownership

Funds ownership: 99.1% → 98.96% (-0.15%)

14% less capital invested

Capital invested by funds: $5.71B → $4.92B (-$793M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
421
Holders Change
+31
Holders Change %
+7.95%
% 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
75
Increased
171
Reduced
126
Closed
39
Calls
$63.4M
Puts
$38.7M
Net Calls
+$24.8M
Net Calls Change
-$16.6M

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
+$51.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$28.8M
3
Jane Street
Jane Street
New York
+$26.5M
4
HF
HRT Financial
New York
+$25.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18.9M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$183M
2
FCM
Frontier Capital Management
Massachusetts
-$73.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$58.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$33.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$852M -$11.2M -227,815 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$620M +$5.85M +119,112 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$274M +$18.9M +384,675 +6%
State Street
4
State Street
Massachusetts
$267M -$3.95M -80,346 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$182M +$6.41M +130,489 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$115M +$3.93M +80,013 +3%
American Century Companies
7
American Century Companies
Missouri
$102M +$1.38M +28,005 +1%
Macquarie Group
8
Macquarie Group
Australia
$97M +$5.11M +104,029 +5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$93.7M +$11.9M +241,712 +13%
RRAM
10
River Road Asset Management
Kentucky
$76.9M +$1.04M +21,150 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$74M +$28.8M +585,776 +52%
WHG
12
Westwood Holdings Group
Texas
$73.9M +$7.75M +157,923 +10%
Goldman Sachs
13
Goldman Sachs
New York
$71.1M +$4.03M +82,081 +5%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$67.7M -$58.7M -1,194,801 -43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$57.7M +$226K +4,611 +0.3%
First Trust Advisors
16
First Trust Advisors
Illinois
$57.5M +$4.28M +87,096 +7%
Northern Trust
17
Northern Trust
Illinois
$56.6M -$1.7M -34,556 -3%
FCM
18
Frontier Capital Management
Massachusetts
$52.2M -$73.1M -1,488,882 -55%
Charles Schwab
19
Charles Schwab
California
$51.9M +$918K +18,700 +2%
Renaissance Technologies
20
Renaissance Technologies
New York
$51.5M -$23.7M -482,500 -29%
Ameriprise
21
Ameriprise
Minnesota
$50.9M +$4.65M +94,737 +9%
JAM
22
Jupiter Asset Management
United Kingdom
$50.1M +$51.4M +1,046,872 +930%
CCM
23
Channing Capital Management
Illinois
$46.8M +$5M +101,914 +10%
Morgan Stanley
24
Morgan Stanley
New York
$46.7M -$12.7M -258,707 -19%
CAM
25
Congress Asset Management
Massachusetts
$44.5M +$422K +8,594 +0.8%
1
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SM Hedge Fund Activity: Q2 2024 in Review

421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2024, worth a combined $4.92B — down 14% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SM positions and 39 closed out — a net gain of 36 holders — while 171 added to existing stakes and 126 trimmed.

The largest buyer was Jupiter Asset Management, adding an estimated $51.4M. The largest seller was Pacer Advisors, cutting an estimated $183M.

  • 421 institutional investors held SM Energy (SM) as of Q2 2024, up from 390 in Q1 2024.
  • Funds reported $4.92B of SM Energy stock for Q2 2024, down 14% quarter-over-quarter.
  • 75 funds opened new SM Energy positions in Q2 2024 and 39 closed out, a net change of +36 holders.
  • The largest SM Energy buyer in Q2 2024 was Jupiter Asset Management, an estimated $51.4M added.
  • The largest SM Energy seller in Q2 2024 was Pacer Advisors, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2024.