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SM Energy (SM) Institutional Ownership

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(As of 05/6/2024 ET)
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Institutional Ownership Changes (13F Filings) for SM Energy (NYSE:SM)

Current
Institutional Ownership
Percentage
94.56%
Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$610.59M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$383.45M
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SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024Texas Permanent School Fund Corp101,259$5.05M0.0%-1.3%0.087%
5/2/2024Jennison Associates LLC27,743$1.38M0.0%N/A0.024%
5/2/2024Mutual of America Capital Management LLC19,932$994K0.0%-2.1%0.017%
5/2/2024FORA Capital LLC62,508$3.12M0.3%N/A0.054%
5/2/2024Fidelis Capital Partners LLC1,028$51K0.0%N/A0.001%
5/2/2024Sippican 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%
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%
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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%
4/5/2024 Los Angeles Capital Management LLC8,868$442K0.0%-75.4%0.008%
4/5/2024 NBC Securities Inc.1,751$87K0.0%-40.1%0.002%
4/5/2024 Insight Wealth Strategies LLC43,659$2.18M0.3%-2.6%0.038%
3/29/2024Kapitalo Investimentos Ltda4,049$157K0.0%-34.4%0.003%
3/25/2024Quadrature Capital Ltd13,695$530K0.0%N/A0.012%
3/22/2024PNC Financial Services Group Inc.24,401$945K0.0%-13.5%0.021%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund106,000$4.10M0.0%-41.3%0.091%
3/11/2024Vanguard Group Inc.14,337,961$555.17M0.0%-1.1%12.328%
3/5/2024Wellington Management Group LLP511,420$19.80M0.0%-0.7%0.442%
3/4/2024 Congress Asset Management Co. MA877,739$33.99M0.3%+848.7%0.758%
3/1/2024Goldman Sachs Group Inc.1,346,941$52.15M0.0%-8.2%1.164%
2/28/2024American International Group Inc.64,263$2.49M0.0%-2.4%0.056%
2/26/2024Neo Ivy Capital Management6,078$235K0.5%-81.9%0.005%
2/22/2024Auxier Asset Management5,240$203K0.0%-8.7%0.005%
2/21/2024American Trust10,043$389K0.0%-12.8%0.009%
2/20/2024Readystate Asset Management LP5,953$230K0.0%-23.2%0.005%
2/15/2024Palisade Capital Management LP988,723$38.28M1.0%-10.4%0.850%
2/15/2024Black Maple Capital Management LP9,500$368K0.3%-9.5%0.008%
2/15/2024Blackstone Inc.20,371$789K0.0%+58.3%0.018%
2/14/2024Frontier Capital Management Co. LLC2,970,472$115.02M1.2%-14.0%2.554%
2/14/2024Flat Footed LLC35,406$1.37M0.1%N/A0.030%
2/14/2024CoreCommodity Management LLC30,425$1.18M0.4%-67.7%0.026%
2/14/2024Seven Eight Capital LP21,992$852K0.1%N/A0.019%
2/14/2024Westwood Holdings Group Inc.1,293,271$50.08M0.4%N/A1.112%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd2,670$103K0.0%N/A0.002%
2/13/2024First National Bank of Omaha66,209$2.56M0.2%+6.1%0.057%
2/13/2024Quantedge Capital Pte Ltd74,000$2.87M1.4%N/A0.064%
2/13/2024First Trust Advisors LP1,077,231$41.71M0.0%+22.6%0.926%
2/13/2024Rafferty Asset Management LLC198,380$7.68M0.0%+11.9%0.171%
2/12/2024Eagle Asset Management Inc.186,440$7.22M0.0%-14.0%0.160%
2/12/2024Adams Wealth Management41,469$1.61M0.5%+11.3%0.036%
2/12/2024TFO Wealth Partners LLC8,484$329K0.0%+169,580.0%0.007%
2/12/2024Allianz Asset Management GmbH184,762$7.15M0.0%N/A0.159%
2/12/2024TD Asset Management Inc71,800$2.78M0.0%+116.9%0.062%
2/12/20241492 Capital Management LLC105,287$4.08M2.3%-23.2%0.091%
2/12/2024Parallel Advisors LLC1,281$50K0.0%+113.9%0.001%
2/12/2024Hsbc Holdings PLC56,367$2.20M0.0%-5.2%0.048%
2/9/2024 Congress Wealth Management LLC DE 81,107$3.14M0.1%N/A0.070%
2/9/2024Orion Portfolio Solutions LLC37,843$1.45M0.0%+19.3%0.033%
2/9/2024US Bancorp DE52,651$2.04M0.0%+0.9%0.045%
2/9/2024Franklin Resources Inc.84,661$3.28M0.0%-2.6%0.073%
2/9/2024GW&K Investment Management LLC685,056$26.53M0.2%-3.4%0.589%
2/9/2024Trexquant Investment LP31,068$1.20M0.0%-56.9%0.027%
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2/9/2024Corient Private Wealth LLC57,294$2.22M0.0%-21.9%0.049%
2/9/2024PNC Financial Services Group Inc.24,401$945K0.0%-13.5%0.021%
2/8/2024Kingsview Wealth Management LLC38,458$1.49M0.0%N/A0.033%
2/8/2024First Eagle Investment Management LLC97,003$3.76M0.0%+6.4%0.083%
2/8/2024 KLR Investment Advisors LLC7,208$279K0.2%N/A0.006%
2/8/2024Vanguard Personalized Indexing Management LLC23,931$927K0.0%+12.5%0.021%
2/7/2024Boston Partners17,541$679K0.0%-78.2%0.015%
2/7/2024 Principal Financial Group Inc.606,466$23.48M0.0%-10.2%0.521%
2/7/2024Envestnet Portfolio Solutions Inc.10,907$422K0.0%+30.7%0.009%
2/7/2024Dimensional Fund Advisors LP5,509,379$213.33M0.1%+9.8%4.737%
(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, 354 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($677.69M), Vanguard Group Inc. ($555.17M), Dimensional Fund Advisors LP ($213.33M), Frontier Capital Management Co. LLC ($115.02M), Invesco Ltd. ($81.46M), Geode Capital Management LLC ($74.65M), and River Road Asset Management LLC ($71.21M).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 295 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. ($2.08M), Frontier Capital Management Co. LLC ($1.64M), JPMorgan Chase & Co. ($1.37M), Pacer Advisors Inc. ($1.31M), Westwood Holdings Group Inc. ($1.29M), Allspring Global Investments Holdings LLC ($1.26M), and Channing Capital Management LLC ($1.17M).

How much institutional buying is happening at SM Energy?

Institutional investors have bought a total of 35,940,303 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Which SM Energy major shareholders have been selling company stock?

Of the 188 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. ($1.02M), Hodges Capital Management Inc. ($834.11K), First Trust Advisors LP ($730.32K), Great Lakes Advisors LLC ($722.44K), Marshall Wace LLP ($669.18K), and Vanguard Group Inc. ($583.13K).

How much institutional selling is happening at SM Energy?

Institutional investors have sold a total of 17,837,097 shares in the last 24 months. This volume of shares sold represents approximately $643.58M in transactions.


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This page (NYSE:SM) was last updated on 5/6/2024 by MarketBeat.com Staff

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