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SM Energy
SM

Overview Fund Activity

416 hedge funds and large institutions have $4.66B invested in SM Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 68 closing their positions.

Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.02%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
67
Increased
180
Reduced
129
Closed
68
Calls
$72.8M
Puts
$53.7M
Net Calls
+$19.1M
Net Calls Change
-$5.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$178M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$57M
3
American Century Companies
3
American Century Companies
Missouri
$135M
4
ACG
4
Aventail Capital Group
New York
$40.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$606M

Top Sellers

1
BlackRock
1
BlackRock
New York
$717M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
JAM
5
Jupiter Asset Management
United Kingdom
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$717M 17,929,228 -1,782,401 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$606M 15,167,824 +824,357 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$261M 6,536,728 +194,853 +3%
State Street
4
State Street
Massachusetts
$251M 6,287,815 +114,664 +2%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$178M 4,463,443 +4,459,793 +122,186%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$152M 3,796,326 -414,296 -10%
American Century Companies
7
American Century Companies
Missouri
$135M 3,385,492 +1,024,343 +43%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$108M 2,693,372 +29,911 +1%
WHG
9
Westwood Holdings Group
Texas
$83M 2,076,000 +366,073 +21%
Macquarie Group
10
Macquarie Group
Australia
$80M 2,001,146 -241,626 -11%
First Trust Advisors
11
First Trust Advisors
Illinois
$76.6M 1,915,352 +584,961 +44%
RRAM
12
River Road Asset Management
Kentucky
$71.6M 1,792,573 +12,669 +0.7%
Goldman Sachs
13
Goldman Sachs
New York
$57.5M 1,438,057 -207,743 -13%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$57M 1,424,827 +1,052,347 +283%
Morgan Stanley
15
Morgan Stanley
New York
$54.9M 1,373,567 +292,485 +27%
Northern Trust
16
Northern Trust
Illinois
$52.3M 1,309,255 -610 -0%
FCM
17
Frontier Capital Management
Massachusetts
$49M 1,225,465 +18,651 +2%
Charles Schwab
18
Charles Schwab
California
$48.9M 1,223,038 +22,152 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$48.3M 1,209,033 -126,591 -9%
CCM
20
Channing Capital Management
Illinois
$43.9M 1,098,259 +16,478 +2%
CAM
21
Congress Asset Management
Massachusetts
$43.6M 1,090,635 +61,009 +6%
Ameriprise
22
Ameriprise
Minnesota
$43.6M 1,089,948 -87,131 -7%
ACG
23
Aventail Capital Group
New York
$40.6M 1,015,138 +1,015,138 New
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$39.7M 994,358 -1,173,666 -54%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$39.1M 977,220 -29,644 -3%
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