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SM Energy

422 hedge funds and large institutions have $4.46B invested in SM Energy in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
144
Reduced
160
Closed
57
Calls
$76.8M
Puts
$29.5M
Net Calls
+$47.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$700M +$5.27M +135,923 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$589M +$1.23M +31,686 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$254M +$613K +15,828 +0.2%
State Street
4
State Street
Massachusetts
$237M -$6.83M -176,242 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$180M +$32.4M +835,929 +22%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$160M -$12.6M -325,773 -7%
American Century Companies
7
American Century Companies
Missouri
$143M +$11.5M +296,601 +9%
First Trust Advisors
8
First Trust Advisors
Illinois
$104M +$29.8M +767,779 +40%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$104M -$552K -14,243 -0.5%
Macquarie Group
10
Macquarie Group
Australia
$93.7M +$16.1M +416,485 +21%
WHG
11
Westwood Holdings Group
Texas
$82.1M +$1.64M +42,297 +2%
RRAM
12
River Road Asset Management
Kentucky
$68.5M -$936K -24,157 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$63.1M +$38.7M +997,260 +158%
Northern Trust
14
Northern Trust
Illinois
$56.2M +$5.44M +140,228 +11%
Morgan Stanley
15
Morgan Stanley
New York
$54.8M +$1.52M +39,237 +3%
Goldman Sachs
16
Goldman Sachs
New York
$52.4M -$3.36M -86,742 -6%
Charles Schwab
17
Charles Schwab
California
$48.7M +$1.27M +32,803 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.9M +$1M +25,857 +2%
FCM
19
Frontier Capital Management
Massachusetts
$47.2M -$303K -7,828 -0.6%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$45.5M -$9.69M -250,096 -18%
CCM
21
Channing Capital Management
Illinois
$45.2M +$2.67M +68,774 +6%
CAM
22
Congress Asset Management
Massachusetts
$42.2M -$123K -3,169 -0.3%
Ameriprise
23
Ameriprise
Minnesota
$39.6M -$2.62M -67,641 -6%
PCM
24
Palisade Capital Management
New Jersey
$32.7M -$270K -6,967 -0.8%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$28.4M -$9.45M -243,682 -25%