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

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
Skip Chart & View Institutional Buying and Selling Data

SM Institutional Buying and Selling by Quarter

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SM Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/27/2023Neo Ivy Capital Management13,836$0.48M0.3%N/A0.011%
2/24/2023Natixis60,000$2.09M0.0%N/A0.049%
2/22/2023Teachers Retirement System of The State of Kentucky37,603$1.31M0.0%+8.0%0.031%
2/21/2023Macquarie Group Ltd.702,939$24.48M0.0%+1.7%0.572%
2/17/2023Truist Financial Corp69,770$2.43M0.0%+666.8%0.057%
2/17/2023Adams Wealth Management18,616$0.65M0.2%N/A0.015%
2/16/2023American Trust14,493$0.51M0.0%+24.9%0.012%
2/16/2023Alliancebernstein L.P.177,483$6.18M0.0%+3.8%0.145%
2/16/2023Point72 Middle East FZE6,228$0.22M0.0%N/A0.005%
2/16/2023State of Wyoming5,761$0.20M0.1%N/A0.005%
2/16/2023Chartwell Investment Partners LLC31,569$1.10M0.0%+3.7%0.026%
2/15/2023CI Private Wealth LLC64,637$2.25M0.0%N/A0.053%
2/15/2023Metropolitan Life Insurance Co NY7,630$0.27M0.0%+4.5%0.006%
2/15/2023DRW Securities LLC18,000$0.63M0.0%N/A0.015%
2/15/2023Captrust Financial Advisors17,503$0.61M0.0%+8.7%0.014%
2/15/2023Bridgefront Capital LLC13,098$0.46M0.3%+51.1%0.011%
2/15/2023Cerity Partners LLC21,378$0.75M0.0%-2.7%0.017%
2/15/2023Virtu Financial LLC9,084$0.32M0.0%N/A0.007%
2/15/2023SIR Capital Management L.P.442,031$15.40M1.6%+84.4%0.360%
2/15/2023State of Wisconsin Investment Board15,282$0.53M0.0%-32.7%0.012%
2/15/2023Schonfeld Strategic Advisors LLC51,139$1.78M0.0%N/A0.042%
2/15/2023Squarepoint Ops LLC452,432$15.76M0.1%+133.6%0.368%
2/15/2023Legal & General Group Plc426,154$14.84M0.0%+16.2%0.347%
2/15/2023Millennium Management LLC1,391,860$48.48M0.0%+181.8%1.133%
2/15/2023Morgan Stanley772,812$26.92M0.0%-24.3%0.629%
2/15/2023Man Group plc301,965$10.52M0.0%+24.0%0.246%
2/15/2023Mariner LLC203,829$7.10M0.0%+4.2%0.166%
2/15/2023Eagle Asset Management Inc.165,007$5.28M0.0%+28.2%0.134%
2/15/2023Energy Income Partners LLC4,745$0.17M0.0%N/A0.004%
2/15/2023AQR Capital Management LLC247,413$8.62M0.0%+37.6%0.201%
2/15/2023Beck Capital Management LLC39,964$1.39M0.6%+8.8%0.033%
2/14/2023Wexford Capital LP226,785$7.90M1.6%N/A0.185%
2/14/2023Meeder Asset Management Inc.2,739$95K0.0%-17.4%0.002%
2/14/2023Point72 Asset Management L.P.307,878$10.72M0.0%N/A0.251%
2/14/2023Advisor Partners II LLC8,891$0.31M0.0%-7.1%0.007%
2/14/2023Alyeska Investment Group L.P.121,682$4.24M0.0%-39.0%0.099%
2/14/2023Price T Rowe Associates Inc. MD1,385,102$48.24M0.0%+6.6%1.128%
2/14/2023Putnam Investments LLC265,885$9.26M0.0%-1.2%0.217%
2/14/2023Verition Fund Management LLC42,775$1.49M0.0%+183.7%0.035%
2/14/2023Marshall Wace LLP1,886,025$65.69M0.1%-11.1%1.536%
2/14/2023Two Sigma Investments LP107,592$3.75M0.0%-70.0%0.088%
2/14/2023Arrowstreet Capital Limited Partnership551,841$19.22M0.0%-19.8%0.449%
2/14/2023Palisade Capital Management LP615,162$21.43M0.5%+18.3%0.505%
2/14/2023Engineers Gate Manager LP28,395$0.99M0.1%-22.3%0.023%
2/14/2023Townsquare Capital LLC75,100$2.62M0.1%N/A0.061%
2/13/2023Pathstone Family Office LLC7,869$0.27M0.0%-7.6%0.006%
2/13/2023Pekin Hardy Strauss Inc.166,576$5.80M0.8%+16.0%0.136%
2/13/2023First Republic Investment Management Inc.26,435$0.92M0.0%-84.3%0.022%
2/13/2023Charles Schwab Investment Management Inc.1,326,273$46.19M0.0%-3.3%1.080%
2/13/2023Deutsche Bank AG351,477$12.24M0.0%-54.3%0.286%
2/13/2023Panagora Asset Management Inc.87,013$3.03M0.0%-18.5%0.071%
2/13/2023Natixis60,000$2.09M0.0%N/A0.049%
2/13/2023Boulder Hill Capital Management LP10,000$0.35M0.3%N/A0.008%
2/13/2023Wells Fargo & Company MN191,903$6.68M0.0%-24.2%0.156%
2/13/2023Barclays PLC368,601$12.84M0.0%+11.9%0.300%
2/13/2023Renaissance Technologies LLC1,537,600$53.56M0.1%+0.8%1.252%
2/13/2023The Manufacturers Life Insurance Company 48,824$1.70M0.0%+1.0%0.040%
2/13/2023ExodusPoint Capital Management LP28,162$0.98M0.0%-62.9%0.023%
2/13/2023Tanglewood Legacy Advisors LLC118,323$4.12M2.9%N/A0.096%
2/13/2023Credit Suisse AG160,185$5.58M0.0%-35.5%0.130%
2/13/2023Neuberger Berman Group LLC7,869$0.27M0.0%N/A0.006%
2/13/2023Geode Capital Management LLC2,197,543$76.54M0.0%+2.1%1.790%
2/13/2023Cipher Capital LP6,262$0.22M0.0%-47.0%0.005%
2/13/2023BI Asset Management Fondsmaeglerselskab A S1,947$68K0.0%N/A0.002%
2/13/2023American Century Companies Inc.1,057,000$36.82M0.0%+39.9%0.861%
2/13/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS131,419$4.58M0.0%+17.7%0.107%
2/13/2023Advisory Research Inc.1,401,845$48.83M4.6%-4.5%1.142%
2/13/2023JPMorgan Chase & Co.2,607,292$90.81M0.0%+5.9%2.123%
2/13/2023CenterBook Partners LP7,485$0.26M0.0%-8.9%0.006%
2/13/2023Teacher Retirement System of Texas55,401$1.93M0.0%-32.9%0.045%
2/13/2023BRYN MAWR TRUST Co7,706$0.27M0.0%-30.8%0.006%
2/13/2023Quadrant Capital Group LLC1,875$65K0.0%-15.9%0.002%
2/10/2023Bank of America Corp DE541,811$18.87M0.0%+12.8%0.441%
2/10/2023Creative Planning64,156$2.24M0.0%+37.3%0.052%
2/10/2023American International Group Inc.65,955$2.30M0.0%-0.8%0.054%
2/10/2023Sei Investments Co.42,626$1.49M0.0%-44.6%0.035%
2/10/2023Globeflex Capital L P40,410$1.41M0.2%-6.3%0.033%
2/10/2023SYSTM Wealth Solutions LLC8,222$0.29M0.0%N/A0.007%
2/10/2023Telemark Asset Management LLC150,000$5.23M0.8%-66.7%0.122%
2/10/2023GW&K Investment Management LLC1,122,600$39.10M0.4%+875.4%0.914%
2/10/2023Evoke Wealth LLC226,543$7.89M0.3%+41.0%0.184%
2/10/2023Victory Capital Management Inc.123,792$4.31M0.0%+128.1%0.102%
2/10/2023Franklin Resources Inc.32,912$1.15M0.0%-6.5%0.027%
2/10/2023HRT Financial LP111,985$3.90M0.1%N/A0.091%
2/10/2023O Shaughnessy Asset Management LLC8,379$0.29M0.0%+8.9%0.007%
2/10/2023Advisor Group Holdings Inc.3,603$0.13M0.0%+28.4%0.003%
2/10/2023PNC Financial Services Group Inc.10,847$0.38M0.0%+23.2%0.009%
2/10/2023Vanguard Personalized Indexing Management LLC8,024$0.28M0.0%N/A0.007%
2/10/2023MQS Management LLC5,965$0.21M0.1%N/A0.005%
2/10/2023TimesSquare Capital Management LLC737,430$25.69M0.4%+1.6%0.601%
2/9/2023William Blair Investment Management LLC1,015,776$35.38M0.1%-3.6%0.827%
2/9/2023Great Lakes Advisors LLC23,826$0.83M0.0%-95.3%0.019%
2/9/2023Tocqueville Asset Management L.P.338,400$11.79M0.2%+11.4%0.276%
2/9/2023First Trust Advisors LP911,682$31.75M0.0%-44.5%0.742%
2/9/2023Victory Capital Management Inc.95,801$3.15M0.0%+76.5%0.078%
2/9/2023Dimensional Fund Advisors LP3,920,322$136.54M0.0%-3.1%3.192%
2/9/2023Principal Financial Group Inc.788,548$27.47M0.0%-0.8%0.642%
2/9/2023First Eagle Investment Management LLC38,645$1.35M0.0%-18.9%0.031%
2/9/2023Capital Counsel LLC NY11,905$0.42M0.0%-8.6%0.010%
2/9/2023Citigroup Inc.255,390$8.90M0.0%+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