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
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-63.7K- 67.66% |
$2.19M - $2.77M
|
30.4K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-68.5K- 10.15% |
$2.36M - $2.98M
|
606K
$27.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-68.6K- 76.56% |
$2.36M - $2.98M
|
21K
$967K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-74.5K- 41.27% |
$2.57M - $3.24M
|
106K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.7K- 63.0% |
$2.71M - $3.42M
|
46.2K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-91.3K- 71.89% |
$3.14M - $3.97M
|
35.7K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-92.4K- 76.22% |
$3.18M - $4.02M
|
28.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-114K- 10.37% |
$3.94M - $4.98M
|
989K
$45.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-121K- 8.23% |
$4.16M - $5.26M
|
1.35M
$62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-138K- 11.89% |
$4.76M - $6.02M
|
1.03M
$47.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-154K- 1.07% |
$5.32M - $6.72M
|
14.3M
$660M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-156K- 22.59% |
$5.39M - $6.81M
|
536K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-175K- 70.86% |
$6.02M - $7.61M
|
71.9K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-193K- 60.2% |
$6.65M - $8.4M
|
128K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-198K- 25.13% |
$6.82M - $8.62M
|
590K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-212K- 82.7% |
$7.29M - $9.2M
|
44.3K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-240K- 20.48% |
$8.27M - $10.4M
|
932K
$42.9M
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-440K- 19.3% |
$15.1M - $19.1M
|
1.84M
$84.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-453K- 71.62% |
$15.6M - $19.7M
|
180K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-476K- 96.62% |
$16.4M - $20.7M
|
16.7K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-483K- 13.99% |
$16.6M - $21M
|
2.97M
$137M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-947K- 46.11% |
$32.6M - $41.2M
|
1.11M
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.76M- 78.05% |
$60.6M - $76.5M
|
495K
$22.8M
|