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SM Energy Co hedge fund holdings

SMNYSE
$37.08+1.83 (+5.19% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 8, 2025 to Oct 8, 2026. Price (+46.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025156147$299M$340M347Aug 14, 2025
Q3 2025145120$308M$198M355Nov 14, 2025
Q4 2025124180$298M$408M329Feb 14, 2026
Q1 202638191$3.37B$485M489May 15, 2026
Q2 2026202166$561M$496M468Aug 14, 2026

Quarterly action breakdown

Q2 2026
468 filers
New position
65
$119M+4.56M sh
Increased
137
$442M+16.9M sh
Reduced
103
-$389M-14.9M sh
Out / sold
63
-$107M-4.11M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Aristeia Capital, L.L.C.Added 19.91%+$56.3M$339M4.41%Aug 14, 2026
Wellington Management Group LLPReduce 77.26%-$55.5M$16.3M0.00%Aug 14, 2026
Lighthouse Investment Partners, LLCSell 100%-$22.8M$00.00%Aug 14, 2026
Webs Creek Capital Management LPAdded 58.76%+$19.7M$53.3M10.09%Aug 14, 2026
Encompass Capital Advisors LLCAdded 107.52%+$19.6M$37.8M1.34%Aug 14, 2026
Bessemer Group IncAdded 33952.38%+$16.7M$16.8M0.02%Aug 12, 2026
CLG LLCSell 100%-$14.5M$00.00%Jul 16, 2026
Palisade Capital Management, LPReduce 56.59%-$14.4M$11M0.48%Aug 14, 2026
Baird Financial Group, Inc.Sell 100%-$11.9M$00.00%Aug 12, 2026
Susquehanna Portfolio Strategies, LLCAdded 247.86%+$9.97M$14M0.22%Aug 14, 2026
First Trust Advisors LPReduce 28.85%-$9.72M$24M0.01%Aug 11, 2026
Bridgewater Associates, LPNew Buy+$6.92M$6.92M0.03%Aug 14, 2026
Caxton Associates LLPSell 100%-$6.51M$00.00%Aug 14, 2026
Capital Fund Management S.A.Added 56.23%+$6.26M$17.4M0.08%Aug 13, 2026
Qsemble Capital Management, LPSell 100%-$6.16M$00.00%Aug 3, 2026
Holocene Advisors, LPSell 100%-$5.97M$00.00%Aug 14, 2026
Aegis Financial CorpAdded 41.16%+$5.93M$20.3M3.21%Aug 12, 2026
Nomura Asset Management International Inc.Reduce 7.69%-$5.9M$70.9M0.11%Aug 14, 2026
CastleKnight Management LPSell 100%-$5.25M$00.00%Aug 14, 2026
Turtle Creek Wealth Advisors, LLCNew Buy+$4.98M$4.98M0.26%Jul 27, 2026
SIR Capital Management, L.P.New Buy+$4.77M$4.77M0.55%Aug 14, 2026
Readystate Asset Management LPAdded 293.28%+$4.34M$5.82M0.20%Aug 14, 2026
Sagefield Capital LPAdded 32.78%+$4.2M$17M1.26%Aug 14, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 65.05%-$4.14M$2.22M0.00%Aug 6, 2026
Rafferty Asset Management, LLCReduce 55.85%-$3.97M$3.14M0.01%Aug 14, 2026
Edgestream Partners, L.P.Sell 100%-$3.52M$00.00%Aug 11, 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduce 16.95%-$3.17M$15.5M0.04%Aug 13, 2026
Tiptree Advisors, LLCReduce 50.00%-$3.13M$3.13M1.94%Aug 14, 2026
HITE Hedge Asset Management LLCSell 100%-$3.12M$00.00%Aug 14, 2026
Kingsview Wealth Management, LLCAdded 1365.83%+$3.03M$3.25M0.04%Aug 19, 2026
Evoke Wealth, LLCSell 100%-$2.93M$00.00%Aug 10, 2026
Fearnley Asset Management AsAdded 7.70%+$2.79M$39.1M14.04%Aug 14, 2026
Empowered Funds, LLCReduce 58.94%-$2.79M$1.94M0.01%Aug 17, 2026
Aventail Capital Group, LPAdded 319.23%+$2.75M$3.61M0.21%Aug 14, 2026
Hussman Strategic Advisors, Inc.New Buy+$2.74M$2.74M0.63%Aug 3, 2026
Dockside LLCNew Buy+$2.69M$2.69M0.63%Aug 3, 2026
Quantinno Capital Management LPAdded 98.04%+$2.6M$5.25M0.01%Aug 13, 2026
Mirae Asset Securities (Usa) Inc.New Buy+$2.23M$2.23M0.06%Aug 5, 2026
Redwood Investment Management, LLCNew Buy+$2.16M$2.16M0.21%Aug 17, 2026
Elo Mutual Pension Insurance CoSell 100%-$1.85M$00.00%Aug 13, 2026
Adage Capital Partners GP, L.L.C.Added 23.33%+$1.83M$9.66M0.01%Aug 14, 2026
Seven Grand Managers, LLCSell 100%-$1.56M$00.00%Aug 14, 2026
CoreCommodity Management, LLCReduce 27.53%-$1.52M$3.99M0.79%Aug 14, 2026
Horizon Investments, LLCAdded 35.81%+$1.41M$5.34M0.06%Aug 13, 2026
Aster Capital Management (DIFC) LtdSell 100%-$1.37M$00.00%Aug 14, 2026
Fulcrum Asset Management LLPNew Buy+$1.34M$1.34M0.13%Aug 18, 2026
Numerai GP LLCNew Buy+$1.22M$1.22M0.10%Aug 14, 2026
State of Alaska, Department of RevenueReduce 23.42%-$1.16M$3.79M0.04%Jul 20, 2026
Gotham Asset Management, LLCReduce 3.38%-$1.08M$31M0.07%Aug 14, 2026
New Age Alpha Advisors, LLCAdded 243.54%+$1.07M$1.51M0.06%Aug 13, 2026
Cresset Asset Management, LLCReduce 51.79%-$1.03M$963K0.00%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 23.36%+$1.02M$5.41M0.00%Aug 13, 2026
Vise Technologies, Inc.New Buy+$979K$979K0.01%Aug 11, 2026
Sequoia Financial Advisors, LLCAdded 135.75%+$866K$1.5M0.01%Jul 17, 2026
Oliver Luxxe Assets LLCReduce 30.68%-$786K$1.78M0.26%Jul 9, 2026
Commons Capital, LLCNew Buy+$783K$783K0.55%Jul 30, 2026
Highbridge Capital Management LLCSell 100%-$771K$00.00%Aug 14, 2026
Graham Capital Management, L.P.Reduce 52.41%-$770K$699K0.01%Aug 14, 2026
Summit Global InvestmentsReduce 61.82%-$724K$447K0.02%Aug 3, 2026
Public Sector Pension Investment BoardReduce 3.38%-$714K$20.4M0.05%Aug 13, 2026
Peregrine Capital Management LLCReduce 18.47%-$683K$3.01M0.10%Jul 17, 2026
Goehring & Rozencwajg Associates, LLCAdded 5.26%+$670K$13.4M0.77%Aug 5, 2026
South Dakota Investment CouncilReduce 23.15%-$663K$2.2M0.04%Aug 11, 2026
Fox Run Management, L.L.C.New Buy+$647K$647K0.11%Aug 4, 2026
Axq Capital, LPSell 100%-$584K$00.00%Aug 6, 2026
SummitTX Capital, L.P.Reduce 27.42%-$569K$1.51M0.04%Aug 14, 2026
Segall Bryant & Hamill, LLCReduce 9.13%-$532K$5.29M0.06%Aug 12, 2026
Almanack Investment Partners, LLC.New Buy+$525K$525K0.07%Jul 30, 2026
Kennedy Capital Management LLCReduce 2.85%-$522K$17.8M0.32%Aug 14, 2026
Horizon Investment Services, LLCNew Buy+$511K$511K0.14%Aug 6, 2026
Quantitative Investment Management, LLCNew Buy+$508K$508K0.06%Aug 14, 2026
GTS Securities LLCSell 100%-$506K$00.00%Aug 14, 2026
Lido Advisors, LLCNew Buy+$506K$506K0.00%Aug 7, 2026
Natixis Advisors, LLCAdded 31.81%+$502K$2.08M0.00%Aug 14, 2026
nVerses Capital, LLCNew Buy+$501K$501K0.77%Aug 4, 2026
Burns Matteson Capital Management, LLCNew Buy+$486K$486K0.15%Jul 17, 2026
Twin Tree Management, LPNew Buy+$482K$482K0.01%Aug 12, 2026
Sierra Summit Advisors LLCReduce 33.16%-$478K$965K0.11%Jul 20, 2026
Pale Fire Capital SESell 100%-$458K$00.00%Aug 13, 2026
IMC-Chicago, LLCReduce 16.39%-$453K$2.31M0.00%Aug 6, 2026
Moody Aldrich Partners LLCReduce 9.57%-$441K$4.17M0.75%Jul 15, 2026
Bridgefront Capital, LLCSell 100%-$430K$00.00%Aug 14, 2026
Inspire Advisors, LLCSell 100%-$405K$00.00%Aug 13, 2026
State of New Jersey Common Pension Fund DReduce 16.15%-$404K$2.1M0.01%Aug 4, 2026
Pekin Hardy Strauss, Inc.Added 3.25%+$398K$12.7M1.12%Jul 30, 2026
Plustick Management LLCAdded 7.14%+$392K$5.87M2.18%Aug 14, 2026
Gallacher Capital Management LLCNew Buy+$388K$388K0.22%Jul 17, 2026
Diversified Trust CoReduce 28.73%-$382K$947K0.02%Jul 17, 2026
Formidable Asset Management, LLCNew Buy+$380K$380K0.06%Jul 17, 2026
Mcguire Capital Advisors IncNew Buy+$377K$377K0.21%Aug 14, 2026
Ironwood Investment Management LLCReduce 14.15%-$352K$2.14M0.74%Aug 14, 2026
S&T BankReduce 24.80%-$346K$1.05M0.31%Aug 12, 2026
Hotchkis & Wiley Capital Management LLCAdded 2.56%+$337K$13.5M0.04%Aug 14, 2026
Kendall Capital ManagementSell 100%-$336K$00.00%Aug 12, 2026
Childress Capital Advisors, LLCNew Buy+$328K$328K0.05%Jul 27, 2026
Independence Bank of KentuckyReduce 99.83%-$327K$5480.00%Jul 13, 2026
Storgate, LLCNew Buy+$320K$320K0.07%Aug 12, 2026
CWA Asset Management Group, LLCSell 100%-$319K$00.00%Jul 14, 2026
Bailard, Inc.New Buy+$313K$313K0.01%Jul 30, 2026
Freestone Grove Partners LPNew Buy+$311K$311K0.00%Aug 14, 2026

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