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 $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
37,054
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
35,726
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 56.43%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
35,521
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
34,453
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
34,217
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.56%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
34,190
shares
|
$1.57 Million
0.69% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
34,102
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
33,636
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
33,124
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
32,836
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,359
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2023
Added 0.5%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
31,610
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2024
Added 37.61%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,048
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 163.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
30,668
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
30,151
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
29,313
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
28,859
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,792
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
27,517
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.18%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
27,499
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
27,421
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
26,951
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
26,757
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2024
Added 28.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,193
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
26,002
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|