NYSE:SM

SM Energy - SM Institutional Ownership

$28.02

+0.26 (+0.94%)

(As of 03/30/2023 09:57 AM ET)

Add

Compare

Today's Range: $27.76
▼
$28.28
50-Day Range: $25.32
▼
$34.02
52-Week Range: $24.66
▼
$54.97

Volume: 65,593 shs
Average Volume: 1.91 million shs
Market Capitalization: $3.42 billion

P/E Ratio: 3.13
Dividend Yield: 1.07%
Price Target: $41.73

Institutional Ownership

Current Institutional Ownership Percentage: 89.45%
Number of Institutional Buyers (last 12 months): 236
Total Institutional Inflows (last 12 months): $1.01 B
Number of Institutional Sellers (last 12 months): 142
Total Institutional Outflows (last 12 months): $626.98 M

SM Institutional Buying and Selling by Quarter

Get SM Insider Trade Alerts

Want to know when executives and insiders are buying or selling SM Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SM Energy Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/27/2023	Neo Ivy Capital Management	13,836	$0.48M	0.3%	N/A	0.011%
2/24/2023	Natixis	60,000	$2.09M	0.0%	N/A	0.049%
2/22/2023	Teachers Retirement System of The State of Kentucky	37,603	$1.31M	0.0%	+8.0%	0.031%
2/21/2023	Macquarie Group Ltd.	702,939	$24.48M	0.0%	+1.7%	0.572%
2/17/2023	Truist Financial Corp	69,770	$2.43M	0.0%	+666.8%	0.057%
2/17/2023	Adams Wealth Management	18,616	$0.65M	0.2%	N/A	0.015%

2/16/2023	American Trust	14,493	$0.51M	0.0%	+24.9%	0.012%
2/16/2023	Alliancebernstein L.P.	177,483	$6.18M	0.0%	+3.8%	0.145%
2/16/2023	Point72 Middle East FZE	6,228	$0.22M	0.0%	N/A	0.005%
2/16/2023	State of Wyoming	5,761	$0.20M	0.1%	N/A	0.005%
2/16/2023	Chartwell Investment Partners LLC	31,569	$1.10M	0.0%	+3.7%	0.026%
2/15/2023	CI Private Wealth LLC	64,637	$2.25M	0.0%	N/A	0.053%
2/15/2023	Metropolitan Life Insurance Co NY	7,630	$0.27M	0.0%	+4.5%	0.006%
2/15/2023	DRW Securities LLC	18,000	$0.63M	0.0%	N/A	0.015%
2/15/2023	Captrust Financial Advisors	17,503	$0.61M	0.0%	+8.7%	0.014%
2/15/2023	Bridgefront Capital LLC	13,098	$0.46M	0.3%	+51.1%	0.011%
2/15/2023	Cerity Partners LLC	21,378	$0.75M	0.0%	-2.7%	0.017%
2/15/2023	Virtu Financial LLC	9,084	$0.32M	0.0%	N/A	0.007%
2/15/2023	SIR Capital Management L.P.	442,031	$15.40M	1.6%	+84.4%	0.360%
2/15/2023	State of Wisconsin Investment Board	15,282	$0.53M	0.0%	-32.7%	0.012%
2/15/2023	Schonfeld Strategic Advisors LLC	51,139	$1.78M	0.0%	N/A	0.042%
2/15/2023	Squarepoint Ops LLC	452,432	$15.76M	0.1%	+133.6%	0.368%
2/15/2023	Legal & General Group Plc	426,154	$14.84M	0.0%	+16.2%	0.347%
2/15/2023	Millennium Management LLC	1,391,860	$48.48M	0.0%	+181.8%	1.133%
2/15/2023	Morgan Stanley	772,812	$26.92M	0.0%	-24.3%	0.629%
2/15/2023	Man Group plc	301,965	$10.52M	0.0%	+24.0%	0.246%
2/15/2023	Mariner LLC	203,829	$7.10M	0.0%	+4.2%	0.166%
2/15/2023	Eagle Asset Management Inc.	165,007	$5.28M	0.0%	+28.2%	0.134%
2/15/2023	Energy Income Partners LLC	4,745	$0.17M	0.0%	N/A	0.004%
2/15/2023	AQR Capital Management LLC	247,413	$8.62M	0.0%	+37.6%	0.201%
2/15/2023	Beck Capital Management LLC	39,964	$1.39M	0.6%	+8.8%	0.033%
2/14/2023	Wexford Capital LP	226,785	$7.90M	1.6%	N/A	0.185%
2/14/2023	Meeder Asset Management Inc.	2,739	$95K	0.0%	-17.4%	0.002%
2/14/2023	Point72 Asset Management L.P.	307,878	$10.72M	0.0%	N/A	0.251%
2/14/2023	Advisor Partners II LLC	8,891	$0.31M	0.0%	-7.1%	0.007%
2/14/2023	Alyeska Investment Group L.P.	121,682	$4.24M	0.0%	-39.0%	0.099%
2/14/2023	Price T Rowe Associates Inc. MD	1,385,102	$48.24M	0.0%	+6.6%	1.128%
2/14/2023	Putnam Investments LLC	265,885	$9.26M	0.0%	-1.2%	0.217%
2/14/2023	Verition Fund Management LLC	42,775	$1.49M	0.0%	+183.7%	0.035%
2/14/2023	Marshall Wace LLP	1,886,025	$65.69M	0.1%	-11.1%	1.536%

2/14/2023	Two Sigma Investments LP	107,592	$3.75M	0.0%	-70.0%	0.088%
2/14/2023	Arrowstreet Capital Limited Partnership	551,841	$19.22M	0.0%	-19.8%	0.449%
2/14/2023	Palisade Capital Management LP	615,162	$21.43M	0.5%	+18.3%	0.505%
2/14/2023	Engineers Gate Manager LP	28,395	$0.99M	0.1%	-22.3%	0.023%
2/14/2023	Townsquare Capital LLC	75,100	$2.62M	0.1%	N/A	0.061%
2/13/2023	Pathstone Family Office LLC	7,869	$0.27M	0.0%	-7.6%	0.006%
2/13/2023	Pekin Hardy Strauss Inc.	166,576	$5.80M	0.8%	+16.0%	0.136%
2/13/2023	First Republic Investment Management Inc.	26,435	$0.92M	0.0%	-84.3%	0.022%
2/13/2023	Charles Schwab Investment Management Inc.	1,326,273	$46.19M	0.0%	-3.3%	1.080%
2/13/2023	Deutsche Bank AG	351,477	$12.24M	0.0%	-54.3%	0.286%
2/13/2023	Panagora Asset Management Inc.	87,013	$3.03M	0.0%	-18.5%	0.071%
2/13/2023	Natixis	60,000	$2.09M	0.0%	N/A	0.049%
2/13/2023	Boulder Hill Capital Management LP	10,000	$0.35M	0.3%	N/A	0.008%
2/13/2023	Wells Fargo & Company MN	191,903	$6.68M	0.0%	-24.2%	0.156%
2/13/2023	Barclays PLC	368,601	$12.84M	0.0%	+11.9%	0.300%
2/13/2023	Renaissance Technologies LLC	1,537,600	$53.56M	0.1%	+0.8%	1.252%
2/13/2023	The Manufacturers Life Insurance Company	48,824	$1.70M	0.0%	+1.0%	0.040%
2/13/2023	ExodusPoint Capital Management LP	28,162	$0.98M	0.0%	-62.9%	0.023%
2/13/2023	Tanglewood Legacy Advisors LLC	118,323	$4.12M	2.9%	N/A	0.096%
2/13/2023	Credit Suisse AG	160,185	$5.58M	0.0%	-35.5%	0.130%
2/13/2023	Neuberger Berman Group LLC	7,869	$0.27M	0.0%	N/A	0.006%
2/13/2023	Geode Capital Management LLC	2,197,543	$76.54M	0.0%	+2.1%	1.790%
2/13/2023	Cipher Capital LP	6,262	$0.22M	0.0%	-47.0%	0.005%
2/13/2023	BI Asset Management Fondsmaeglerselskab A S	1,947	$68K	0.0%	N/A	0.002%
2/13/2023	American Century Companies Inc.	1,057,000	$36.82M	0.0%	+39.9%	0.861%
2/13/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	131,419	$4.58M	0.0%	+17.7%	0.107%
2/13/2023	Advisory Research Inc.	1,401,845	$48.83M	4.6%	-4.5%	1.142%
2/13/2023	JPMorgan Chase & Co.	2,607,292	$90.81M	0.0%	+5.9%	2.123%
2/13/2023	CenterBook Partners LP	7,485	$0.26M	0.0%	-8.9%	0.006%
2/13/2023	Teacher Retirement System of Texas	55,401	$1.93M	0.0%	-32.9%	0.045%
2/13/2023	BRYN MAWR TRUST Co	7,706	$0.27M	0.0%	-30.8%	0.006%
2/13/2023	Quadrant Capital Group LLC	1,875	$65K	0.0%	-15.9%	0.002%
2/10/2023	Bank of America Corp DE	541,811	$18.87M	0.0%	+12.8%	0.441%
2/10/2023	Creative Planning	64,156	$2.24M	0.0%	+37.3%	0.052%
2/10/2023	American International Group Inc.	65,955	$2.30M	0.0%	-0.8%	0.054%
2/10/2023	Sei Investments Co.	42,626	$1.49M	0.0%	-44.6%	0.035%
2/10/2023	Globeflex Capital L P	40,410	$1.41M	0.2%	-6.3%	0.033%
2/10/2023	SYSTM Wealth Solutions LLC	8,222	$0.29M	0.0%	N/A	0.007%
2/10/2023	Telemark Asset Management LLC	150,000	$5.23M	0.8%	-66.7%	0.122%
2/10/2023	GW&K Investment Management LLC	1,122,600	$39.10M	0.4%	+875.4%	0.914%
2/10/2023	Evoke Wealth LLC	226,543	$7.89M	0.3%	+41.0%	0.184%
2/10/2023	Victory Capital Management Inc.	123,792	$4.31M	0.0%	+128.1%	0.102%
2/10/2023	Franklin Resources Inc.	32,912	$1.15M	0.0%	-6.5%	0.027%
2/10/2023	HRT Financial LP	111,985	$3.90M	0.1%	N/A	0.091%
2/10/2023	O Shaughnessy Asset Management LLC	8,379	$0.29M	0.0%	+8.9%	0.007%
2/10/2023	Advisor Group Holdings Inc.	3,603	$0.13M	0.0%	+28.4%	0.003%
2/10/2023	PNC Financial Services Group Inc.	10,847	$0.38M	0.0%	+23.2%	0.009%
2/10/2023	Vanguard Personalized Indexing Management LLC	8,024	$0.28M	0.0%	N/A	0.007%
2/10/2023	MQS Management LLC	5,965	$0.21M	0.1%	N/A	0.005%
2/10/2023	TimesSquare Capital Management LLC	737,430	$25.69M	0.4%	+1.6%	0.601%

2/9/2023	William Blair Investment Management LLC	1,015,776	$35.38M	0.1%	-3.6%	0.827%
2/9/2023	Great Lakes Advisors LLC	23,826	$0.83M	0.0%	-95.3%	0.019%
2/9/2023	Tocqueville Asset Management L.P.	338,400	$11.79M	0.2%	+11.4%	0.276%
2/9/2023	First Trust Advisors LP	911,682	$31.75M	0.0%	-44.5%	0.742%
2/9/2023	Victory Capital Management Inc.	95,801	$3.15M	0.0%	+76.5%	0.078%
2/9/2023	Dimensional Fund Advisors LP	3,920,322	$136.54M	0.0%	-3.1%	3.192%
2/9/2023	Principal Financial Group Inc.	788,548	$27.47M	0.0%	-0.8%	0.642%
2/9/2023	First Eagle Investment Management LLC	38,645	$1.35M	0.0%	-18.9%	0.031%
2/9/2023	Capital Counsel LLC NY	11,905	$0.42M	0.0%	-8.6%	0.010%
2/9/2023	Citigroup Inc.	255,390	$8.90M	0.0%	+41.4%	0.208%

(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, 365 institutional investors and hedge funds held shares of SM Energy. The most heavily invested institutionals were BlackRock Inc. ($762.99M), Vanguard Group Inc. ($568.34M), State Street Corp ($219.24M), Dimensional Fund Advisors LP ($136.54M), JPMorgan Chase & Co. ($90.81M), JB Investments Management LLC ($88.17M), and Invesco Ltd. ($86.83M).Learn more on SM's institutional investors.
What percentage of SM Energy stock is owned by institutional investors?: 89.45% 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 329 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: Millennium Management LLC ($3.54M), Goldman Sachs Group Inc. ($3.50M), Russell Investments Group Ltd. ($2.62M), Dimensional Fund Advisors LP ($2.32M), Frontier Capital Management Co. LLC ($2.19M), River Road Asset Management LLC ($2.08M), and JPMorgan Chase & Co. ($1.80M).

How much institutional buying is happening at SM Energy?: Institutional investors have bought a total of 62,494,698 shares in the last 24 months. This purchase volume represents approximately $1.85B in transactions.
Which SM Energy major shareholders have been selling company stock?: Of the 190 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: BlackRock Inc. ($34.08M), Maple Rock Capital Partners Inc. ($7.26M), State Street Corp ($3.18M), JB Investments Management LLC ($2.79M), Goldman Sachs Group Inc. ($2.42M), Nuveen Asset Management LLC ($2.09M), and Russell Investments Group Ltd. ($2.04M).
How much institutional selling is happening at SM Energy?: Institutional investors have sold a total of 81,790,652 shares in the last 24 months. This volume of shares sold represents approximately $2.20B in transactions.

This page (NYSE:SM) was last updated on 3/30/2023 by MarketBeat.com Staff

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

SM Energy - SM Institutional Ownership

SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

SM Institutional Ownership - Frequently Asked Questions

About MarketBeat

Popular Tools

Financial Calendars

Terms & Info

SM Energy - SM Institutional Ownership

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

SM Institutional Buying and Selling by Quarter

SM Energy Major Shareholders & Ownership History

SM Institutional Ownership - Frequently Asked Questions