Also trades as: 0KZA.L (LSE) · $vol 0M
SM NYSE
SM Energy Company
1W: +6.0%
1M: +14.4%
3M: +40.5%
YTD: +73.8%
1Y: +42.4%
3Y: +36.9%
5Y: +102.1%
$33.77
+0.52 (+1.56%)
Weekly Expected Move ±7.1%
$28
$30
$33
$35
$37
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — SM
546
Institutional Holders
+100 vs prior quarter
0.0%
Ownership
+0.00pp
$7B
Total Invested
203
New Positions
189
Increased
135
Reduced
85
Closed
0.71
Put/Call Ratio
Ownership Trends
Top Institutional Holders (632 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 38,431,787 | $1.3B | +17,500,906 | +83.6% | 7Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 21,075,546 | $$712M | — | +0.0% | 1Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 15,234,489 | $$514M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 13,520,158 | $$457M | -337,049 | -2.4% | 12Q | SEC ↗ |
| 5 | STATE STREET CORP | 12,495,962 | $$422M | +6,238,602 | +99.7% | 13Q | SEC ↗ |
| 6 | ARISTEIA CAPITAL, L.L.C. | 10,841,846 | $$366M | +10,487,058 | +2955.9% | 3Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 9,995,353 | $$338M | +4,426,751 | +79.5% | 13Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 8,923,624 | $$301M | +4,186,297 | +88.4% | 13Q | SEC ↗ |
| 9 | DONALD SMITH & CO., INC. NEW | 7,208,899 | $$243M | — | +0.0% | 1Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5,698,553 | $$192M | +2,977,406 | +109.4% | 13Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 4,075,222 | $$138M | +1,011,482 | +33.0% | 13Q | SEC ↗ |
| 12 | FMR LLC | 4,018,416 | $$136M | +3,894,251 | +3136.4% | 13Q | SEC ↗ |
| 13 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 2,942,244 | $$99M | +44,317 | +1.5% | 2Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,899,774 | $$98M | +1,525,631 | +111.0% | 13Q | SEC ↗ |
| 15 | MILLENNIUM MANAGEMENT LLC | 2,835,718 | $$96M | +1,906,255 | +205.1% | 12Q | SEC ↗ |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 2,749,950 | $$93M | +2,603,635 | +1779.5% | 2Q | SEC ↗ |
| 17 | MACKENZIE FINANCIAL CORP NEW | 2,676,731 | $$90M | — | +0.0% | 1Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 2,654,611 | $$90M | +1,426,302 | +116.1% | 13Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 2,408,516 | $$81M | +627,334 | +35.2% | 13Q | SEC ↗ |
| 20 | Nuveen, LLC | 2,360,486 | $$80M | +1,527,319 | +183.3% | 5Q | SEC ↗ |
| 21 | Alyeska Investment Group, L.P. | 2,271,757 | $$77M | +1,654,891 | +268.3% | 4Q | SEC ↗ |
| 22 | UBS Group AG | 2,079,848 | $$70M | +1,413,778 | +212.3% | 13Q | SEC ↗ |
| 23 | MORGAN STANLEY | 1,706,953 | $$58M | +400,089 | +30.6% | 12Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO NEW | 1,485,194 | $$50M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 1,417,686 | $$48M | +692,452 | +95.5% | 13Q | SEC ↗ |
| 26 | D. E. Shaw & Co., Inc. | 1,412,606 | $$48M | +993,346 | +236.9% | 12Q | SEC ↗ |
| 27 | FEARNLEY ASSET MANAGEMENT AS | 1,389,562 | $$47M | +335,968 | +31.9% | 2Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 1,290,485 | $$44M | +543,769 | +72.8% | 13Q | SEC ↗ |
| 29 | Webs Creek Capital Management LP NEW | 1,285,300 | $$43M | — | +0.0% | 1Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 1,261,194 | $$43M | -159,549 | -11.2% | 13Q | SEC ↗ |
| 31 | Invesco Ltd. | 1,136,724 | $$38M | +374,335 | +49.1% | 13Q | SEC ↗ |
| 32 | VICTORY CAPITAL MANAGEMENT INC | 1,126,394 | $$38M | +309,501 | +37.9% | 13Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 1,101,082 | $$37M | +555,128 | +101.7% | 13Q | SEC ↗ |
| 34 | Sagefield Capital LP NEW | 1,084,205 | $$37M | — | +0.0% | 1Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 1,078,990 | $$36M | +589,917 | +120.6% | 13Q | SEC ↗ |
| 36 | Fisher Asset Management, LLC | 981,392 | $$33M | +37,325 | +4.0% | 9Q | SEC ↗ |
| 37 | PALISADE CAPITAL MANAGEMENT, LP | 972,255 | $$33M | -16,386 | -1.7% | 13Q | SEC ↗ |
| 38 | Squarepoint Ops LLC | 909,599 | $$31M | +898,842 | +8355.9% | 9Q | SEC ↗ |
| 39 | Public Sector Pension Investment Board | 809,815 | $$27M | +413,301 | +104.2% | 13Q | SEC ↗ |
| 40 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 784,784 | $$27M | -96,438 | -10.9% | 12Q | SEC ↗ |
| 41 | AMERIPRISE FINANCIAL INC | 772,243 | $$26M | +229,720 | +42.3% | 13Q | SEC ↗ |
| 42 | RHUMBLINE ADVISERS | 735,782 | $$25M | +357,929 | +94.7% | 13Q | SEC ↗ |
| 43 | Lighthouse Investment Partners, LLC | 731,625 | $$25M | +349,123 | +91.3% | 3Q | SEC ↗ |
| 44 | Grantham, Mayo, Van Otterloo & Co. LLC NEW | 716,918 | $$24M | — | +0.0% | 1Q | SEC ↗ |
| 45 | KENNEDY CAPITAL MANAGEMENT LLC | 701,859 | $$24M | +315,694 | +81.8% | 10Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 626,124 | $$21M | +371,401 | +145.8% | 13Q | SEC ↗ |
| 47 | PANAGORA ASSET MANAGEMENT INC | 625,612 | $$21M | +125,021 | +25.0% | 11Q | SEC ↗ |
| 48 | CANADA PENSION PLAN INVESTMENT BOARD | 604,900 | $$20M | +437,800 | +262.0% | 4Q | SEC ↗ |
| 49 | WHITEBOX ADVISORS LLC NEW | 602,301 | $$20M | — | +0.0% | 1Q | SEC ↗ |
| 50 | TUDOR INVESTMENT CORP ET AL NEW | 566,057 | $$19M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 21,075,546 | $$712M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,234,489 | $$514M |
| DONALD SMITH & CO., INC. | 7,208,899 | $$243M |
| MACKENZIE FINANCIAL CORP | 2,676,731 | $$90M |
| VANGUARD FIDUCIARY TRUST CO | 1,485,194 | $$50M |
| Webs Creek Capital Management LP | 1,285,300 | $$43M |
| Sagefield Capital LP | 1,084,205 | $$37M |
| Grantham, Mayo, Van Otterloo & Co. | 716,918 | $$24M |
| WHITEBOX ADVISORS LLC | 602,301 | $$20M |
| TUDOR INVESTMENT CORP ET AL | 566,057 | $$19M |
| AEGIS FINANCIAL CORP | 551,769 | $$19M |
| Goehring & Rozencwajg Associates, L | 487,730 | $$16M |
| CLG LLC | 466,175 | $$16M |
| Corigliano Investment Advisers, LLC | 462,800 | $$16M |
| GLENMEDE TRUST CO NA | 449,851 | $$15M |
| Leeward Investments, LLC - MA | 426,525 | $$14M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 300,000 | $$10M |
| Qube Research & Technologies Ltd | 256,345 | $$9M |
| ExodusPoint Capital Management, LP | 256,050 | $$9M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 247,820 | $$8M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 3,637,348 | $$123M |
| MACQUARIE GROUP LTD | 3,166,912 | $$107M |
| Tributary Capital Management, LLC | 1,778,643 | $$60M |
| River Road Asset Management, LLC | 1,721,765 | $$58M |
| Point72 Asset Management, L.P. | 1,394,033 | $$47M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 796,947 | $$27M |
| Thomist Capital Management, LP | 552,905 | $$19M |
| First Eagle Investment Management, | 415,868 | $$14M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 301,909 | $$10M |
| Aberdeen Group plc | 242,523 | $$8M |
| Trexquant Investment LP | 236,222 | $$8M |
| Engineers Gate Manager LP | 222,358 | $$8M |
| Portolan Capital Management, LLC | 170,194 | $$6M |
| Freestone Grove Partners LP | 168,844 | $$6M |
| CacheTech Inc. | 156,553 | $$5M |
| SG Americas Securities, LLC | 150,329 | $$5M |
| Adams Wealth Management | 135,534 | $$5M |
| Caption Management, LLC | 129,389 | $$4M |
| TEXAS PERMANENT SCHOOL FUND CORP | 126,659 | $$4M |
| Woodline Partners LP | 126,475 | $$4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +17,500,906 | +83.6% | 38,431,787 |
| ARISTEIA CAPITAL, L.L.C. | +10,487,058 | +2955.9% | 10,841,846 |
| STATE STREET CORP | +6,238,602 | +99.7% | 12,495,962 |
| DIMENSIONAL FUND ADVISORS LP | +4,426,751 | +79.5% | 9,995,353 |
| AMERICAN CENTURY COMPANIES INC | +4,186,297 | +88.4% | 8,923,624 |
| FMR LLC | +3,894,251 | +3136.4% | 4,018,416 |
| GEODE CAPITAL MANAGEMENT, LLC | +2,977,406 | +109.4% | 5,698,553 |
| WELLINGTON MANAGEMENT GROUP LLP | +2,603,635 | +1779.5% | 2,749,950 |
| MILLENNIUM MANAGEMENT LLC | +1,906,255 | +205.1% | 2,835,718 |
| Alyeska Investment Group, L.P. | +1,654,891 | +268.3% | 2,271,757 |
| Nuveen, LLC | +1,527,319 | +183.3% | 2,360,486 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,525,631 | +111.0% | 2,899,774 |
| NORTHERN TRUST CORP | +1,426,302 | +116.1% | 2,654,611 |
| UBS Group AG | +1,413,778 | +212.3% | 2,079,848 |
| JPMORGAN CHASE & CO | +1,011,482 | +33.0% | 4,075,222 |
| D. E. Shaw & Co., Inc. | +993,346 | +236.9% | 1,412,606 |
| Squarepoint Ops LLC | +898,842 | +8355.9% | 909,599 |
| Bank of New York Mellon Corp | +692,452 | +95.5% | 1,417,686 |
| GOLDMAN SACHS GROUP INC | +627,334 | +35.2% | 2,408,516 |
| AQR CAPITAL MANAGEMENT LLC | +589,917 | +120.6% | 1,078,990 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Balyasny Asset Management L.P. | -1,743,792 | -97.8% | 39,574 |
| ALGERT GLOBAL LLC | -1,000,765 | -82.7% | 208,832 |
| JANE STREET GROUP, LLC | -777,643 | -98.8% | 9,242 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | -514,281 | -83.2% | 103,578 |
| Bridgewater Associates, LP | -434,636 | -90.1% | 47,514 |
| SummitTX Capital, L.P. | -369,013 | -82.3% | 79,549 |
| HSBC HOLDINGS PLC | -346,729 | -85.4% | 59,225 |
| VANGUARD GROUP INC | -337,049 | -2.4% | 13,520,158 |
| Y-Intercept (Hong Kong) Ltd | -236,669 | -92.1% | 20,387 |
| Walleye Capital LLC | -226,065 | -75.7% | 72,411 |
| BANK OF AMERICA CORP /DE | -159,549 | -11.2% | 1,261,194 |
| CITIGROUP INC | -107,369 | -74.7% | 36,283 |
| DENALI ADVISORS LLC | -97,200 | -32.4% | 202,800 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -96,438 | -10.9% | 784,784 |
| INTECH INVESTMENT MANAGEMENT LLC | -91,490 | -64.4% | 50,561 |
| Man Group plc | -74,241 | -83.8% | 14,305 |
| Empowered Funds, LLC | -70,814 | -28.1% | 181,172 |
| Weiss Asset Management LP | -68,027 | -63.4% | 39,200 |
| HITE Hedge Asset Management LLC | -66,923 | -40.1% | 100,000 |
| WELLS FARGO & COMPANY/MN | -66,585 | -23.8% | 212,840 |