Also trades as: 0KZA.L (LSE) · $vol 0M
SM Institutional Ownership
SM Energy Company
1W: +3.9%
1M: -7.4%
3M: +33.7%
YTD: +84.2%
1Y: +39.8%
3Y: -8.8%
5Y: +56.5%
$35.24
+0.18 (+0.51%)
Weekly Expected Move ±7.4%
$30
$33
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$40
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Institutional Ownership — SM
580
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
73
New Positions
203
Increased
233
Reduced
80
Closed
0.82
Put/Call Ratio
Ownership Trends
Top Institutional Holders (622 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 39,280,818 | $1.4B | +849,031 | +2.2% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15,425,423 | $544M | +190,934 | +1.3% | 2Q | SEC ↗ |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 14,493,791 | $511M | — | +0.0% | 6Q | SEC ↗ |
| 4 | ARISTEIA CAPITAL, L.L.C. | 13,000,649 | $458M | +2,158,803 | +19.9% | 4Q | SEC ↗ |
| 5 | STATE STREET CORP | 11,705,860 | $413M | -790,102 | -6.3% | 46Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10,657,355 | $376M | +119,582 | +1.1% | 2Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 8,935,683 | $315M | +12,059 | +0.1% | 15Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 8,174,503 | $288M | -1,820,850 | -18.2% | 65Q | SEC ↗ |
| 9 | DONALD SMITH & CO., INC. | 7,647,594 | $270M | +438,695 | +6.1% | 2Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 6,269,841 | $221M | +571,288 | +10.0% | 65Q | SEC ↗ |
| 11 | MILLENNIUM MANAGEMENT LLC | 4,493,473 | $158M | -539,433 | -10.7% | 65Q | SEC ↗ |
| 12 | FMR LLC | 3,798,218 | $134M | -220,198 | -5.5% | 21Q | SEC ↗ |
| 13 | MACKENZIE FINANCIAL CORP | 3,674,134 | $129M | +997,403 | +37.3% | 2Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 3,534,729 | $125M | -516,493 | -12.7% | 65Q | SEC ↗ |
| 15 | MORGAN STANLEY | 2,943,691 | $104M | -567,990 | -16.2% | 60Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,893,103 | $102M | -6,671 | -0.2% | 15Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 2,893,103 | $102M | — | +0.0% | 1Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 2,786,773 | $98M | +132,162 | +5.0% | 65Q | SEC ↗ |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 2,716,076 | $96M | -226,168 | -7.7% | 3Q | SEC ↗ |
| 20 | Invesco Ltd. | 2,431,521 | $86M | +1,294,797 | +113.9% | 65Q | SEC ↗ |
| 21 | Nuveen, LLC | 2,320,316 | $82M | -40,170 | -1.7% | 6Q | SEC ↗ |
| 22 | FULLER & THALER ASSET MANAGEMENT, INC. NEW | 2,280,261 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Webs Creek Capital Management LP | 2,040,529 | $72M | +755,229 | +58.8% | 2Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 1,917,196 | $68M | -491,320 | -20.4% | 15Q | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 1,691,744 | $60M | +1,435,399 | +559.9% | 2Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 1,657,438 | $58M | +239,752 | +16.9% | 65Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 1,533,618 | $54M | +48,424 | +3.3% | 2Q | SEC ↗ |
| 28 | FEARNLEY ASSET MANAGEMENT AS | 1,496,537 | $53M | +106,975 | +7.7% | 3Q | SEC ↗ |
| 29 | Encompass Capital Advisors LLC | 1,448,061 | $51M | +750,261 | +107.5% | 2Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 1,310,244 | $46M | +49,050 | +3.9% | 15Q | SEC ↗ |
| 31 | Gotham Asset Management, LLC | 1,186,853 | $42M | -41,531 | -3.4% | 23Q | SEC ↗ |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 1,101,837 | $39M | +755 | +0.1% | 65Q | SEC ↗ |
| 33 | VICTORY CAPITAL MANAGEMENT INC | 1,095,487 | $39M | -30,907 | -2.7% | 28Q | SEC ↗ |
| 34 | TUDOR INVESTMENT CORP ET AL | 1,085,503 | $38M | +601,454 | +124.3% | 3Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 1,000,121 | $35M | -78,869 | -7.3% | 26Q | SEC ↗ |
| 36 | Fisher Asset Management, LLC | 986,852 | $35M | +5,460 | +0.6% | 10Q | SEC ↗ |
| 37 | Boston Partners | 937,303 | $33M | +887,124 | +1767.9% | 22Q | SEC ↗ |
| 38 | FIRST TRUST ADVISORS LP | 918,135 | $32M | -372,350 | -28.9% | 53Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 900,635 | $32M | +128,392 | +16.6% | 16Q | SEC ↗ |
| 40 | UBS Group AG | 844,527 | $30M | -1,235,321 | -59.4% | 47Q | SEC ↗ |
| 41 | Balyasny Asset Management L.P. | 839,539 | $30M | +799,965 | +2021.4% | 5Q | SEC ↗ |
| 42 | Public Sector Pension Investment Board | 782,474 | $28M | -27,341 | -3.4% | 28Q | SEC ↗ |
| 43 | AEGIS FINANCIAL CORP | 778,851 | $27M | +227,082 | +41.2% | 2Q | SEC ↗ |
| 44 | KENNEDY CAPITAL MANAGEMENT LLC | 681,877 | $24M | -19,982 | -2.8% | 11Q | SEC ↗ |
| 45 | CAPITAL FUND MANAGEMENT S.A. | 666,413 | $23M | +239,843 | +56.2% | 7Q | SEC ↗ |
| 46 | LAZARD ASSET MANAGEMENT LLC | 662,766 | $23M | +600,971 | +972.5% | 16Q | SEC ↗ |
| 47 | RHUMBLINE ADVISERS | 655,372 | $23M | -80,410 | -10.9% | 65Q | SEC ↗ |
| 48 | Sagefield Capital LP | 652,363 | $23M | +161,067 | +32.8% | 3Q | SEC ↗ |
| 49 | BESSEMER GROUP INC | 642,909 | $23M | +641,021 | +33952.4% | 19Q | SEC ↗ |
| 50 | WELLINGTON MANAGEMENT GROUP LLP | 625,424 | $22M | -2,124,526 | -77.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,893,103 | $102M |
| FULLER & THALER ASSET MANAGEMENT, I | 2,280,261 | $80M |
| Bridgewater Associates, LP | 265,019 | $9M |
| Trexquant Investment LP | 243,748 | $9M |
| Turtle Creek Wealth Advisors, LLC | 190,959 | $7M |
| SIR Capital Management, L.P. | 182,900 | $6M |
| Jupiter Topco LLC | 107,345 | $4M |
| HRT FINANCIAL LP | 105,718 | $4M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 105,000 | $4M |
| Dockside LLC | 103,036 | $4M |
| TWO SIGMA INVESTMENTS, LP | 87,490 | $3M |
| GSA CAPITAL PARTNERS LLP | 85,953 | $3M |
| MIRAE ASSET SECURITIES (USA) INC. | 85,576 | $3M |
| Brevan Howard Capital Management LP | 85,510 | $3M |
| Redwood Investment Management, LLC | 82,815 | $3M |
| J. Safra Sarasin Holding AG | 81,901 | $3M |
| Caption Management, LLC | 80,000 | $3M |
| SG Americas Securities, LLC | 73,513 | $3M |
| Engineers Gate Manager LP | 57,033 | $2M |
| Fulcrum Asset Management LLP | 51,348 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 784,784 | $28M |
| Lighthouse Investment Partners, LLC | 731,625 | $26M |
| Thomist Capital Management, LP | 552,905 | $19M |
| Zimmer Partners, LP | 532,500 | $19M |
| CLG LLC | 466,175 | $16M |
| Baird Financial Group, Inc. | 383,177 | $14M |
| Connor, Clark & Lunn Investment Man | 277,027 | $10M |
| ExodusPoint Capital Management, LP | 256,050 | $9M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 247,820 | $9M |
| Aberdeen Group plc | 242,523 | $9M |
| LSV ASSET MANAGEMENT | 232,701 | $8M |
| CAXTON ASSOCIATES LLP | 208,662 | $7M |
| DENALI ADVISORS LLC | 202,800 | $7M |
| Qsemble Capital Management, LP | 197,698 | $7M |
| Holocene Advisors, LP | 191,323 | $7M |
| Tieton Capital Management, LLC | 189,263 | $7M |
| CastleKnight Management LP | 168,533 | $6M |
| CacheTech Inc. | 156,553 | $6M |
| Adams Wealth Management | 135,534 | $5M |
| Woodline Partners LP | 126,475 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARISTEIA CAPITAL, L.L.C. | +2,158,803 | +19.9% | 13,000,649 |
| Qube Research & Technologies Ltd | +1,435,399 | +559.9% | 1,691,744 |
| Invesco Ltd. | +1,294,797 | +113.9% | 2,431,521 |
| MACKENZIE FINANCIAL CORP | +997,403 | +37.3% | 3,674,134 |
| Boston Partners | +887,124 | +1767.9% | 937,303 |
| BlackRock, Inc. | +849,031 | +2.2% | 39,280,818 |
| Balyasny Asset Management L.P. | +799,965 | +2021.4% | 839,539 |
| Webs Creek Capital Management LP | +755,229 | +58.8% | 2,040,529 |
| Encompass Capital Advisors LLC | +750,261 | +107.5% | 1,448,061 |
| BESSEMER GROUP INC | +641,021 | +33952.4% | 642,909 |
| TUDOR INVESTMENT CORP ET AL | +601,454 | +124.3% | 1,085,503 |
| LAZARD ASSET MANAGEMENT LLC | +600,971 | +972.5% | 662,766 |
| GEODE CAPITAL MANAGEMENT, LLC | +571,288 | +10.0% | 6,269,841 |
| JANE STREET GROUP, LLC | +482,953 | +5225.6% | 492,195 |
| DONALD SMITH & CO., INC. | +438,695 | +6.1% | 7,647,594 |
| CITADEL ADVISORS LLC | +409,172 | +1550.0% | 435,571 |
| Susquehanna Portfolio Strategies, L | +382,004 | +247.9% | 536,124 |
| MARSHALL WACE, LLP | +324,322 | +201.8% | 485,069 |
| Jump Financial, LLC | +256,965 | +3179.9% | 265,046 |
| CAPITAL FUND MANAGEMENT S.A. | +239,843 | +56.2% | 666,413 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -2,124,526 | -77.3% | 625,424 |
| DIMENSIONAL FUND ADVISORS LP | -1,820,850 | -18.2% | 8,174,503 |
| UBS Group AG | -1,235,321 | -59.4% | 844,527 |
| Squarepoint Ops LLC | -835,279 | -91.8% | 74,320 |
| STATE STREET CORP | -790,102 | -6.3% | 11,705,860 |
| MORGAN STANLEY | -567,990 | -16.2% | 2,943,691 |
| PALISADE CAPITAL MANAGEMENT, LP | -550,158 | -56.6% | 422,097 |
| MILLENNIUM MANAGEMENT LLC | -539,433 | -10.7% | 4,493,473 |
| JPMORGAN CHASE & CO | -516,493 | -12.7% | 3,534,729 |
| GOLDMAN SACHS GROUP INC | -491,320 | -20.4% | 1,917,196 |
| FIRST TRUST ADVISORS LP | -372,350 | -28.9% | 918,135 |
| ENVESTNET ASSET MANAGEMENT INC | -350,939 | -75.4% | 114,556 |
| Alyeska Investment Group, L.P. | -314,668 | -57.7% | 230,718 |
| BARCLAYS PLC | -312,068 | -74.6% | 106,484 |
| Steward Partners Investment Advisor | -291,443 | -63.7% | 165,890 |
| NOMURA ASSET MANAGEMENT INTERNATION | -226,168 | -7.7% | 2,716,076 |
| PANAGORA ASSET MANAGEMENT INC | -220,644 | -35.3% | 404,968 |
| FMR LLC | -220,198 | -5.5% | 3,798,218 |
| Mitsubishi UFJ Trust & Banking Corp | -158,651 | -65.1% | 85,228 |
| Man Group plc | -156,182 | -77.3% | 45,981 |