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SM Energy
SM

Overview Fund Activity

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$25.2M
3
Macquarie Group
Macquarie Group
Australia
+$23.6M
4
WP
Woodline Partners
California
+$20.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.3M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$46.7M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$29.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.1M
5
Millennium Management
Millennium Management
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$492M +$54.2M +2,194,117 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M -$10.5M -426,040 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M -$10.3M -416,498 -7%
State Street
4
State Street
Massachusetts
$142M -$15.1M -612,692 -10%
American Century Companies
5
American Century Companies
Missouri
$104M +$7.43M +300,866 +8%
WHG
6
Westwood Holdings Group
Texas
$92.2M +$13M +524,105 +16%
Macquarie Group
7
Macquarie Group
Australia
$84.9M +$23.6M +955,318 +39%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$83.4M -$22.1M -893,033 -21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67M +$443K +17,930 +0.7%
Invesco
10
Invesco
Georgia
$56.6M +$10.3M +415,454 +22%
RRAM
11
River Road Asset Management
Kentucky
$48M -$550K -19,940 -1%
Morgan Stanley
12
Morgan Stanley
New York
$38.2M +$6.24M +252,433 +20%
Citadel Advisors
13
Citadel Advisors
Florida
$35.6M -$24.1M -976,878 -40%
Northern Trust
14
Northern Trust
Illinois
$32.5M -$2.06M -83,261 -6%
First Trust Advisors
15
First Trust Advisors
Illinois
$32.4M -$7.56M -306,074 -19%
Charles Schwab
16
Charles Schwab
California
$31.8M +$1.4M +56,679 +5%
PCM
17
Palisade Capital Management
New Jersey
$29.2M -$1.11M -45,005 -4%
Bank of America
18
Bank of America
North Carolina
$28.3M +$5.05M +204,512 +22%
Millennium Management
19
Millennium Management
New York
$26.9M -$19.7M -796,300 -42%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$26.7M +$17.3M +699,115 +182%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.7M -$2.49M -100,630 -9%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$25.2M +$25.2M +1,018,960 New
CAM
23
Congress Asset Management
Massachusetts
$25M -$6.14M -248,556 -20%
NL
24
Nuveen LLC
North Carolina
$21.8M +$6.22M +251,816 +40%
Fisher Asset Management
25
Fisher Asset Management
Washington
$21.3M -$14.2K -575 -0.1%
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