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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$530M -$10.7M -356,888 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$457M +$2.09M +69,933 +0.5%
State Street
3
State Street
Massachusetts
$190M +$7.11M +237,557 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$189M -$7.34M -245,240 -4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$128M -$10.9M -365,130 -8%
American Century Companies
6
American Century Companies
Missouri
$117M +$6.8M +226,911 +6%
WHG
7
Westwood Holdings Group
Texas
$96.1M +$32.6M +1,088,948 +51%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$80.6M +$391K +13,047 +0.5%
Macquarie Group
9
Macquarie Group
Australia
$74.2M +$1.83M +60,952 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$72.4M +$23.6M +788,183 +48%
Millennium Management
11
Millennium Management
New York
$56.4M +$46M +1,537,479 +443%
Invesco
12
Invesco
Georgia
$56.1M +$35.3M +1,178,397 +169%
RRAM
13
River Road Asset Management
Kentucky
$52.7M -$309K -10,326 -0.6%
First Trust Advisors
14
First Trust Advisors
Illinois
$48.4M -$31.9M -1,065,637 -40%
CCM
15
Channing Capital Management
Illinois
$46.7M +$11.7M +391,536 +34%
HHAM
16
HITE Hedge Asset Management
Massachusetts
$44M +$44M +1,469,289 New
Northern Trust
17
Northern Trust
Illinois
$41.9M -$1.53M -51,092 -4%
Morgan Stanley
18
Morgan Stanley
New York
$38.7M -$3.6M -120,214 -9%
CAM
19
Congress Asset Management
Massachusetts
$37.7M +$5.16M +172,161 +16%
Charles Schwab
20
Charles Schwab
California
$36.9M -$711K -23,737 -2%
PCM
21
Palisade Capital Management
New Jersey
$36.7M +$11.5M +383,616 +45%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$35.4M -$1.57M -52,425 -4%
Ameriprise
23
Ameriprise
Minnesota
$30.5M -$138K -4,609 -0.5%
Bank of America
24
Bank of America
North Carolina
$28.1M +$12.8M +428,078 +84%
Fisher Asset Management
25
Fisher Asset Management
Washington
$25.8M +$10.3M +342,574 +66%
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