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SM Energy (SM) Institutional Ownership

$48.05
-0.32 (-0.66%)
(As of 05/23/2024 ET)

Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

Current
Institutional Ownership
Percentage
94.56%
Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$625.54M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$358.45M
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SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 Atria Investments Inc21,982$1.10M0.0%N/A0.019%
5/20/2024 Adams Wealth Management52,546$2.62M0.6%+26.7%0.046%
5/17/2024 Comerica Bank134,613$6.71M0.0%-27.0%0.117%
5/17/2024 Tidal Investments LLC34,138$1.70M0.0%-6.3%0.030%
5/16/2024 California State Teachers Retirement System117,200$5.84M0.0%-6.4%0.102%
5/16/2024 Jacobs Levy Equity Management Inc.78,767$3.93M0.0%-0.9%0.068%
5/16/2024 Kennedy Capital Management LLC181,733$9.06M0.2%+5.0%0.158%
5/16/2024 Bayesian Capital Management LP7,373$368K0.0%N/A0.006%
5/16/2024 Caxton Associates LP42,109$2.10M0.1%+288.4%0.037%
5/16/2024 Paloma Partners Management Co5,934$296K0.0%N/A0.005%
5/15/2024 Public Employees Retirement System of Ohio96,230$4.80M0.0%-6.5%0.084%
5/15/2024 Public Employees Retirement Association of Colorado14,029$699K0.0%-13.8%0.012%
5/15/2024 Energy Income Partners LLC28,171$1.40M0.0%+31.2%0.024%
5/15/2024 Price T Rowe Associates Inc. MD764,118$38.09M0.0%+19.5%0.664%
5/15/2024 Magnetar Financial LLC4,412$220K0.0%-94.6%0.004%
5/15/2024 Lazard Asset Management LLC15,172$756K0.0%-29.8%0.013%
5/15/2024 Quadrature Capital Ltd10,641$531K0.0%-22.3%0.009%
5/14/2024 Westwood Holdings Group Inc.1,552,004$77.37M0.6%+20.0%1.349%
5/14/2024 Shell Asset Management Co.8,466$422K0.0%-3.4%0.007%
5/14/2024 Pitcairn Co.15,469$771K0.0%+20.3%0.013%
5/14/2024 CANADA LIFE ASSURANCE Co101,455$5.06M0.0%+3.2%0.088%
5/14/2024 American International Group Inc.62,511$3.12M0.0%-2.7%0.054%
5/13/2024 UniSuper Management Pty Ltd27,520$1.37M0.0%N/A0.024%
5/13/2024 O Shaughnessy Asset Management LLC4,572$228K0.0%N/A0.004%
5/13/2024 Ameritas Investment Partners Inc.11,564$576K0.0%-3.0%0.010%
5/11/2024 Hillsdale Investment Management Inc.100,700$5.02M0.4%N/A0.088%
5/11/2024 Edgestream Partners L.P.95,748$4.77M0.2%N/A0.083%
5/10/2024 Connors Investor Services Inc.61,716$3.08M0.3%-28.0%0.054%
5/10/2024 Vanguard Group Inc.14,224,355$709.08M0.0%-0.8%12.365%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp25,528$1.29M0.0%+33.0%0.022%
5/10/2024 Pinnacle Wealth Planning Services Inc.4,214$210K0.0%N/A0.004%
5/10/2024 Jupiter Asset Management Ltd.112,616$5.61M0.1%N/A0.098%
5/9/2024 Orion Portfolio Solutions LLC30,718$1.53M0.0%-18.8%0.027%
5/9/2024 Kingsview Wealth Management LLC4,827$241K0.0%-87.4%0.004%
5/9/2024 First Eagle Investment Management LLC147,703$7.36M0.0%+52.3%0.128%
5/9/2024 Foundry Partners LLC102,307$5.10M0.3%+1,733.5%0.088%
5/9/2024 State Board of Administration of Florida Retirement System41,507$2.07M0.0%+21.1%0.036%
5/8/2024 William Blair Investment Management LLC1,008,880$50.29M0.1%-0.2%0.872%
5/8/2024 ProShare Advisors LLC23,365$1.17M0.0%+5.4%0.020%
5/8/2024 US Bancorp DE52,159$2.60M0.0%-0.9%0.045%
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5/8/2024 Russell Investments Group Ltd.113,492$5.66M0.0%-11.1%0.098%
5/8/2024 QRG Capital Management Inc.6,093$304K0.0%-3.8%0.005%
5/8/2024 Headlands Technologies LLC1,143$57K0.0%N/A0.001%
5/8/2024 Inspire Investing LLC8,469$422K0.0%-14.3%0.007%
5/8/2024 Inspire Advisors LLC4,872$243K0.0%N/A0.004%
5/7/2024 Sei Investments Co.98,591$4.92M0.0%+74.6%0.085%
5/7/2024 Swiss National Bank229,700$11.45M0.0%-1.8%0.198%
5/7/2024 Illinois Municipal Retirement Fund85,898$4.28M0.1%-10.0%0.074%
5/7/2024 Oppenheimer Asset Management Inc.10,018$499K0.0%-13.1%0.009%
5/7/2024 SG Americas Securities LLC14,243$710K0.0%N/A0.012%
5/7/2024 Empowered Funds LLC205,193$10.23M0.2%+133.8%0.177%
5/6/2024 Quantbot Technologies LP19,500$972K0.1%N/A0.017%
5/6/2024 LSV Asset Management25,800$1.29M0.0%+17.8%0.022%
5/6/2024 Texas Permanent School Fund Corp101,259$5.05M0.0%-1.3%0.087%
5/2/2024 Jennison Associates LLC27,743$1.38M0.0%N/A0.024%
5/2/2024 Mutual of America Capital Management LLC19,932$994K0.0%-2.1%0.017%
5/2/2024 FORA Capital LLC62,508$3.12M0.3%N/A0.054%
5/2/2024 Fidelis Capital Partners LLC1,028$51K0.0%N/A0.001%
5/2/2024 Sippican Capital Advisors17,025$849K0.7%-3.3%0.015%
5/1/2024 Capstone Investment Advisors LLC8,593$428K0.0%N/A0.007%
5/1/2024 Janney Montgomery Scott LLC9,434$470K0.0%+9.4%0.008%
5/1/2024 BNP Paribas Financial Markets96,942$4.83M0.0%-60.5%0.084%
5/1/2024 Mirae Asset Global Investments Co. Ltd.65,932$3.29M0.0%+6.1%0.057%
5/1/2024 Sequoia Financial Advisors LLC5,480$273K0.0%-4.4%0.005%
5/1/2024 Diversify Advisory Services LLC63,227$3.20M0.2%N/A0.055%
4/30/2024 Norden Group LLC9,560$477K0.0%N/A0.008%
4/30/2024 Vest Financial LLC17,889$892K0.0%+183.3%0.015%
4/30/2024 Caprock Group LLC7,429$370K0.0%-11.6%0.006%
4/30/2024 Allspring Global Investments Holdings LLC842,960$42.02M0.1%+12.2%0.728%
4/29/2024 Principal Financial Group Inc.639,680$31.89M0.0%+5.5%0.553%
4/29/2024 Meritage Portfolio Management10,494$523K0.0%-5.5%0.009%
4/26/2024 UMB Bank n.a.829$41K0.0%+66.8%0.001%
4/26/2024 Yousif Capital Management LLC53,609$2.67M0.0%-8.8%0.046%
4/26/2024 Verdence Capital Advisors LLC68,943$3.44M0.3%-12.4%0.060%
4/25/2024 Lindbrook Capital LLC581$29K0.0%+54.9%0.001%
4/25/2024 New York State Teachers Retirement System177,696$8.86M0.0%-0.6%0.154%
4/25/2024 Aaron Wealth Advisors LLC5,034$251K0.0%-4.6%0.004%
4/24/2024 Assenagon Asset Management S.A.50,700$2.53M0.0%-75.8%0.044%
4/23/2024 Global Retirement Partners LLC689$34K0.0%+665.6%0.001%
4/23/2024 Louisiana State Employees Retirement System57,300$2.86M0.1%-1.5%0.050%
4/23/2024 Amalgamated Bank36,599$1.82M0.0%-16.7%0.032%
4/23/2024 KLR Investment Advisors LLC6,596$323K0.2%-8.5%0.006%
4/22/2024 Raymond James & Associates163,582$8.16M0.0%+1.7%0.141%
4/20/2024 Maryland State Retirement & Pension System41,691$2.04M0.0%-1.4%0.036%
4/19/2024 Norden Group LLC9,560$477K0.0%N/A0.008%
4/19/2024 State of Alaska Department of Revenue70,468$3.51M0.0%-1.5%0.061%
4/19/2024 Azzad Asset Management Inc. ADV13,351$666K0.1%+31.1%0.012%
4/18/2024 Allspring Global Investments Holdings LLC842,960$42.02M0.1%+12.2%0.728%
4/18/2024 Tributary Capital Management LLC567,725$28.30M2.3%-1.1%0.490%
4/18/2024 Congress Wealth Management LLC DE 104,545$5.21M0.1%+28.9%0.090%
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4/18/2024 Hexagon Capital Partners LLC567$28K0.0%+509.7%0.000%
4/18/2024 Diversified Trust Co16,436$819K0.0%N/A0.014%
4/16/2024 Hodges Capital Management Inc.211,196$10.53M0.7%-62.2%0.182%
4/16/2024 Register Financial Advisors LLC500$25K0.0%N/A0.000%
4/15/2024 DGS Capital Management LLC4,019$200K0.1%N/A0.003%
4/12/2024 Miller Howard Investments Inc. NY88,118$4.39M0.1%+1.2%0.076%
4/11/2024 Ballentine Partners LLC4,071$203K0.0%N/A0.004%
4/11/2024 Congress Asset Management Co. MA1,021,032$50.90M0.4%+16.3%0.882%
4/10/2024 Park Avenue Securities LLC10,305$514K0.0%+72.6%0.009%
4/5/2024 GAMMA Investing LLC5,568$278K0.1%+31.8%0.005%
(Data available from 1/1/2016 forward)

SM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SM shares?

During the previous two years, 363 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were Vanguard Group Inc. ($709.08M), BlackRock Inc. ($677.69M), Dimensional Fund Advisors LP ($213.33M), Frontier Capital Management Co. LLC ($115.02M), Invesco Ltd. ($81.46M), Westwood Holdings Group Inc. ($77.37M), and Geode Capital Management LLC ($74.65M).Learn more on SM's institutional investors.

What percentage of SM Energy stock is owned by institutional investors?

94.56% of SM Energy stock is owned by institutional investors. Learn more on SM's institutional investor holdings.

Which institutional investors have been buying SM Energy stock?

Of the 299 institutional investors that purchased SM Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.75M), Frontier Capital Management Co. LLC ($1.64M), Westwood Holdings Group Inc. ($1.55M), Pacer Advisors Inc. ($1.31M), Allspring Global Investments Holdings LLC ($1.26M), Channing Capital Management LLC ($1.17M), and Congress Asset Management Co. MA ($1.02M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 34,509,217 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which SM Energy major shareholders have been selling company stock?

Of the 195 institutional investors that sold SM Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($1.77M), Russell Investments Group Ltd. ($1.04M), Hodges Capital Management Inc. ($833.74K), First Trust Advisors LP ($730.32K), Vanguard Group Inc. ($696.73K), Marshall Wace LLP ($669.18K), and River Road Asset Management LLC ($500.37K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 17,369,919 shares in the last 24 months. This volume of shares sold represents approximately $629.42M in transactions.


This page (NYSE:SM) was last updated on 5/23/2024 by MarketBeat.com Staff

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