13F

Stock

SM Energy Co

SM · held by 4 managers

Reported value

$9.92M

Holders

4

+0 new · −0 exited

Holders’ est. mark

$2.06M

Price effect on 3 books still in the name

Largest holder

$8.47M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC169.9K$8.47M$1.89MCut−$2.23M
Henshaw Capital LLC15.1K$754.2K$168.4KAdded$168.4K
ELEVATION POINT WEALTH PARTNERS, LLC13.9K$691.5KHeld
Leonteq Securities AG85$4.24K$946Cut−$3.47K

Positions as of Q1 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.