Institutional Ownership Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $5.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
186,832
shares
|
$8.36 Million
0.02% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
182,605
shares
|
$8.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
178,750
shares
|
$8 Million
0.95% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
172,000
shares
|
$7.7 Million
0.18% of portfolio
|
Q3 2024
Added 1375.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
165,005
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
162,160
shares
|
$7.26 Million
0.33% of portfolio
|
Q3 2024
Added 26.02%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
157,961
shares
|
$7.07 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
153,328
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Added 1039.48%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
149,555
shares
|
$6.69 Million
0.02% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Homestead Advisers Corp
|
Nov 01, 2024 Q3 2024 |
147,400
shares
|
$6.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
147,311
shares
|
$6.59 Million
0.01% of portfolio
|
Q4 2023
Reduced 4.9%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
143,649
shares
|
$6.43 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
141,440
shares
|
$6.33 Million
0.2% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
141,137
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
140,101
shares
|
$6.27 Million
0.0% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
139,727
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
131,748
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2024
Added 116.6%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
128,181
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2024
Added 42.18%
|
|
|
Peregrine Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
128,145
shares
|
$5.74 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,169
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
123,984
shares
|
$5.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
123,800
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
123,698
shares
|
$5.54 Million
0.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
123,414
shares
|
$5.52 Million
2.04% of portfolio
|
Q3 2024
Added 2266.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
121,025
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.37%
|