Purchases and Sales Made in Q4 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 2023. The information is specifically focused on institutions that hold shares of SM Energy Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.98MNew |
$103M - $130M
|
2.98M
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.92MNew |
$66.1M - $83.5M
|
1.92M
$85.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.79M+ 96.71% |
$61.6M - $77.8M
|
3.64M
$163M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.29MNew |
$44.5M - $56.3M
|
1.29M
$57.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
974K+ 234.06% |
$33.6M - $42.4M
|
1.39M
$62.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
785K+ 848.73% |
$27M - $34.2M
|
878K
$39.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
511KNew |
$17.6M - $22.3M
|
511K
$22.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
493K+ 9.84% |
$17M - $21.5M
|
5.51M
$247M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
415K+ 38.4% |
$14.3M - $18.1M
|
1.5M
$67M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
331K+ 145.86% |
$11.4M - $14.4M
|
558K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
318KNew |
$10.9M - $13.8M
|
318K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
290K+ 4.55% |
$10M - $12.6M
|
6.67M
$299M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
234K+ 316.49% |
$8.05M - $10.2M
|
308K
$13.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
214K+ 39.78% |
$7.37M - $9.31M
|
751K
$33.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
198K+ 22.59% |
$6.84M - $8.64M
|
1.08M
$48.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
185KNew |
$6.36M - $8.04M
|
185K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
- |
183KNew |
$6.29M - $7.95M
|
183K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
180K+ 1639.87% |
$6.18M - $7.81M
|
190K
$8.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
173KNew |
$5.96M - $7.53M
|
173K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
133KNew |
$4.59M - $5.8M
|
133K
$5.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
123K+ 27.3% |
$4.24M - $5.36M
|
574K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
122K+ 22.34% |
$4.2M - $5.3M
|
668K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
112K+ 152.1% |
$3.87M - $4.88M
|
186K
$8.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
109K+ 65.06% |
$3.75M - $4.73M
|
276K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
94.7K+ 64.57% |
$3.26M - $4.12M
|
241K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
94.4K+ 17.64% |
$3.25M - $4.11M
|
630K
$28.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
87.1KNew |
$3M - $3.79M
|
87.1K
$3.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
83.5K+ 427.57% |
$2.87M - $3.63M
|
103K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
81.1KNew |
$2.79M - $3.53M
|
81.1K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
80.5K+ 3.28% |
$2.77M - $3.5M
|
2.53M
$113M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
77.3KNew |
$2.66M - $3.36M
|
77.3K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
76.7K+ 46.86% |
$2.64M - $3.34M
|
240K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
75.4K+ 1203.37% |
$2.6M - $3.28M
|
81.6K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
75.3KNew |
$2.59M - $3.28M
|
75.3K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75K+ 4.61% |
$2.58M - $3.26M
|
1.7M
$76.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
74KNew |
$2.55M - $3.22M
|
74K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
64.8K+ 4.24% |
$2.23M - $2.82M
|
1.59M
$71.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
64.6K+ 41.61% |
$2.22M - $2.81M
|
220K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
62.4K+ 2.89% |
$2.15M - $2.72M
|
2.22M
$99.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.4K+ 15.91% |
$1.87M - $2.37M
|
396K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
51.1K+ 397.83% |
$1.76M - $2.22M
|
63.9K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.5K+ 3.42% |
$1.7M - $2.15M
|
1.5M
$67M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
40.2K+ 23.69% |
$1.38M - $1.75M
|
210K
$9.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
39.9K+ 515.95% |
$1.37M - $1.73M
|
47.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
38.8K+ 70.63% |
$1.34M - $1.69M
|
93.8K
$4.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
38.7K+ 116.92% |
$1.33M - $1.68M
|
71.8K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
38.5K+ 76.09% |
$1.33M - $1.68M
|
89.1K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.5KNew |
$1.32M - $1.67M
|
38.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$1.28M - $1.62M
|
37.2K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
37KNew |
$1.28M - $1.61M
|
37K
$1.66M
|