SM Energy
427 hedge funds and large institutions have $4.47B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 57 closing their positions.
160% more call options, than puts
Call options by funds: $76.8M | Put options by funds: $29.5M
23% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 57
2% more funds holding
Funds holding: 420 → 427 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $4.66B → $4.47B (-$196M)
1.21% less ownership
Funds ownership: 101.88% → 100.67% (-1.2%)
10% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$42.1M |
| 2 |
JP Morgan Chase
New York
|
+$35.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$32.4M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$17.6M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$33.1M |
| 2 |
ACG
Aventail Capital Group
New York
|
-$32.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$30M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$26.2M |
| 5 |
SCM
SIR Capital Management
New York
|
-$18.4M |
SM Hedge Fund Activity: Q4 2024 in Review
427 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2024, worth a combined $4.47B — down 4.2% from $4.66B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SM positions and 57 closed out — a net gain of 13 holders — while 145 added to existing stakes and 162 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $42.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $33.1M.
- 427 institutional investors held SM Energy (SM) as of Q4 2024, up from 420 in Q3 2024.
- Funds reported $4.47B of SM Energy stock for Q4 2024, down 4.2% quarter-over-quarter.
- 70 funds opened new SM Energy positions in Q4 2024 and 57 closed out, a net change of +13 holders.
- The largest SM Energy buyer in Q4 2024 was Citadel Advisors, an estimated $42.1M added.
- The largest SM Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $33.1M sold.
Based on aggregated 13F filings for Q4 2024.