Who owns SM Energy?
- Ticker: SM
- CUSIP Number: 78454L100
Tip: Access positions for across all investors
Analyze quarterly positions in SM Energy with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SM Energy stock
Who bought or sold SM Energy this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 14M | $555M | -1% | Dec 2023 |
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| Dimensional Fund Advisors | 5.5M | $213M | 10% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.6M | $141M | 97% | Dec 2023 |
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| River Road Asset Management | 1.8M | $88M | -4% | Mar 2024 |
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| Charles Schwab Investment Management | 1.6M | $62M | 4% | Dec 2023 |
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| Aventail Capital Group | 1.4M | $54M | 234% | Dec 2023 |
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| Goldman Sachs Group | 1.3M | $52M | -8% | Dec 2023 |
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| Bank of New York Mellon | 1.3M | $66M | -5% | Mar 2024 |
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| Congress Asset Management | 1.0M | $51M | 16% | Mar 2024 |
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| William Blair Investment Management | 1.0M | $39M | -2% | Dec 2023 |
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| Palisade Capital Management | 989k | $38M | -10% | Dec 2023 |
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| Channing Capital Management | 932k | $36M | -20% | Dec 2023 |
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| Allspring Global Investments Holdings | 843k | $42M | 12% | Mar 2024 |
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| D. E. Shaw & Co | 695k | $27M | -23% | Dec 2023 |
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| Jennifer Ranahan | 685k | $27M | -3% | Dec 2023 |
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| T. Rowe Price Associates | 640k | $25M | 1% | Dec 2023 |
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| Principal Financial Group | 607k | $24M | -10% | Dec 2023 |
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| Tributary Capital Management | 568k | $28M | -1% | Mar 2024 |
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| WEDGE Capital Management L | 566k | $28M | -10% | Mar 2024 |
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| Millennium Management | 560k | $22M | -75% | Dec 2023 |
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| Bank of America Corporation | 536k | $21M | 22% | Dec 2023 |
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| Wellington Management Company | 511k | $20M | -1% | Dec 2023 |
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| Standard Life Aberdeen | 466k | $18M | -4% | Dec 2023 |
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| Rhumbline Advisers | 416k | $16M | -2% | Dec 2023 |
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| Legal & General Group | 383k | $15M | -2% | Dec 2023 |
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| Bank Of Montreal | 377k | $15M | -1% | Dec 2023 |
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| Oslo Asset Management ASA | 350k | $14M | 0% | Dec 2023 |
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| Citadel Advisors | 343k | $13M | -44% | Dec 2023 |
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| Brandywine Global Investment Management | 318k | $12M | 100% | Dec 2023 |
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| Barclays | 276k | $11M | -16% | Dec 2023 |
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| Mackenzie Financial | 276k | $11M | 65% | Dec 2023 |
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| Baird Financial | 266k | $10M | 13% | Dec 2023 |
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| Alyeska Investment Group | 262k | $10M | -38% | Dec 2023 |
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| Algert Coldiron Investors | 259k | $10M | -6% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 245k | $9.5M | -45% | Dec 2023 |
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| Swiss National Bank | 234k | $9.1M | -12% | Dec 2023 |
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| Pekin, Singer Strauss Asset Management | 226k | $8.8M | 3% | Dec 2023 |
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| CalPERS | 223k | $8.6M | -8% | Dec 2023 |
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| Alliancebernstein | 220k | $8.5M | 42% | Dec 2023 |
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| Hodges Capital Management | 211k | $11M | -7% | Mar 2024 |
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| Citigroup | 193k | $7.5M | 10% | Dec 2023 |
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| Point72 Asset Management | 191k | $7.4M | 1640% | Dec 2023 |
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| Damian Sousa | 186k | $7.2M | -14% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 186k | $7.2M | 152% | Dec 2023 |
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| Allianz Asset Management | 185k | $7.2M | 100% | Dec 2023 |
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| Evoke Wealth | 183k | $7.1M | 0% | Dec 2023 |
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| Silver Point Capital | 183k | $7.1M | 100% | Dec 2023 |
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| Arrowstreet Capital, Limited Partnership | 180k | $7.0M | -72% | Dec 2023 |
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| New York State Teachers Retirement System | 178k | $8.9M | -1% | Mar 2024 |
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| Kennedy Capital Management | 173k | $6.7M | 100% | Dec 2023 |
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| Raymond James & Associates | 164k | $8.2M | 2% | Mar 2024 |
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| Federated Investors | 152k | $5.9M | 19% | Dec 2023 |
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| UBS Group | 151k | $5.9M | 14% | Dec 2023 |
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| Mariner Wealth Advisors | 151k | $5.8M | -1% | Dec 2023 |
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| LSP Investment Advisors | 133k | $5.2M | 100% | Dec 2023 |
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| NISA Investment Advisors | 128k | $5.0M | 0% | Dec 2023 |
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| Russell Investments | 128k | $4.9M | -60% | Dec 2023 |
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| Credit Suisse | 126k | $4.9M | -1% | Dec 2023 |
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| Ubs Global Asset Management Americas | 107k | $4.2M | 4% | Dec 2023 |
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| Wells Fargo & Company | 107k | $4.1M | 19% | Dec 2023 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 106k | $4.1M | -41% | Dec 2023 |
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| 1492 Capital Management | 105k | $4.1M | -23% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 105k | $5.2M | 29% | Mar 2024 |
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| Ohio Pers | 103k | $4.0M | 428% | Dec 2023 |
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| Texas Permanent School Fund | 103k | $4.0M | 2% | Dec 2023 |
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| Victory Capital Management | 99k | $3.8M | 19% | Dec 2023 |
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| First Eagle Investment Management | 97k | $3.8M | 6% | Dec 2023 |
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| Illinois Municipal Retirement Fund | 95k | $3.7M | 7% | Dec 2023 |
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| Walleye Trading Advisors | 94k | $3.6M | -74% | Dec 2023 |
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| PDT Partners | 94k | $3.6M | 71% | Dec 2023 |
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| Townsquare Capital | 90k | $3.5M | 18% | Dec 2023 |
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| Colony | 90k | $3.5M | 100% | Dec 2023 |
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| Two Sigma Advisers | 89k | $3.4M | 76% | Dec 2023 |
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| Miller/Howard Investments | 88k | $4.4M | 1% | Mar 2024 |
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| Connors Investor Services | 86k | $3.3M | 1% | Dec 2023 |
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| Franklin Resources | 85k | $3.3M | -3% | Dec 2023 |
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| AQR Capital Management | 82k | $3.2M | -43% | Dec 2023 |
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| Clark Estates | 81k | $3.1M | 0% | Dec 2023 |
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| Jacobs Levy Equity Management | 80k | $3.1M | 0% | Dec 2023 |
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| Jump Financial | 77k | $3.0M | 100% | Dec 2023 |
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| Two Sigma Investments | 75k | $2.9M | 100% | Dec 2023 |
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| Tanglewood Legacy Advisors | 74k | $3.7M | 0% | Mar 2024 |
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| State of New Jersey Common Pension Fund D | 73k | $2.8M | 0% | Dec 2023 |
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| Royal Bank of Canada | 72k | $2.8M | -28% | Dec 2023 |
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| TD Asset Management | 72k | $2.8M | 117% | Dec 2023 |
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| Alaska Retirement Management Board | 71k | $3.5M | -2% | Mar 2024 |
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| Verdence Capital Advisors | 69k | $3.4M | -12% | Mar 2024 |
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| American International | 64k | $2.5M | -2% | Dec 2023 |
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| Dfpg Investments | 63k | $2.5M | 0% | Dec 2023 |
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| Mirae Asset Global Investments | 62k | $2.4M | 18% | Dec 2023 |
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| MetLife Investment Advisors | 61k | $2.4M | -3% | Dec 2023 |
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| Branch Banking & Trust Company | 61k | $2.4M | 0% | Dec 2023 |
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| Mercer Global Advisors | 59k | $2.3M | 0% | Dec 2023 |
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| Henderson Group | 58k | $2.2M | 0% | Dec 2023 |
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| Walleye Trading | 58k | $2.2M | -41% | Dec 2023 |
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| Louisiana State Employees Retirement System | 57k | $2.9M | -2% | Mar 2024 |
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| CI Private Wealth | 57k | $2.2M | -22% | Dec 2023 |
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| CSS | 57k | $2.2M | 63% | Dec 2023 |
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| Hsbc Holdings | 56k | $2.2M | -5% | Dec 2023 |
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| Yousif Capital Management | 54k | $2.7M | -9% | Mar 2024 |
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| Us Bancorp | 53k | $2.0M | 1% | Dec 2023 |
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| Natixis Asset Management Advisors | 53k | $2.6M | 14% | Mar 2024 |
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| Assenagon Asset Management | 51k | $2.5M | -76% | Mar 2024 |
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| Simplex Trading | 49k | $2.4M | 100% | Mar 2024 |
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| Voloridge Investment Management | 48k | $1.8M | 516% | Dec 2023 |
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| Jane Street | 46k | $1.8M | -63% | Dec 2023 |
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| Sendero Wealth Management | 46k | $2.3M | 0% | Mar 2024 |
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| Insight Wealth Strategies | 44k | $2.2M | -3% | Mar 2024 |
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| HPM Partners | 44k | $1.7M | 84% | Dec 2023 |
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| Teacher Retirement System Of Texas | 42k | $1.6M | -17% | Dec 2023 |
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| Maryland State Retirement & Pension System | 42k | $2.0M | -1% | Mar 2024 |
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| Ellevest | 42k | $1.6M | 2% | Dec 2023 |
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| Adams Wealth Management | 42k | $1.6M | 11% | Dec 2023 |
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| Viking Fund Management | 40k | $2.0M | 0% | Mar 2024 |
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| Teachers Retirement System Of The State Of Kentucky | 40k | $1.5M | 0% | Dec 2023 |
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| Zacks Investment Management | 39k | $1.5M | 67% | Dec 2023 |
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| TCI Wealth Advisors | 39k | $1.5M | 0% | Dec 2023 |
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| Kingsview Wealth Management | 39k | $1.5M | 100% | Dec 2023 |
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| Orion Portfolio Solutions | 38k | $1.4M | 19% | Dec 2023 |
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| Teza Capital Management | 37k | $1.4M | 100% | Dec 2023 |
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| Pathstone Holdings | 37k | $1.4M | 100% | Dec 2023 |
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| Amalgamated Bank | 37k | $1.8M | -17% | Mar 2024 |
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| Toroso Investments | 37k | $1.4M | 5% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 36k | $1.4M | -72% | Dec 2023 |
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| Waldron | 36k | $1.4M | 0% | Dec 2023 |
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| Flat Footed | 35k | $1.4M | 100% | Dec 2023 |
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| Florida State Board of Administration | 34k | $1.3M | 0% | Dec 2023 |
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| Oregon Public Employees Retirement Fund | 34k | $1.3M | -4% | Dec 2023 |
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| Arizona State Retirement System | 33k | $1.3M | -3% | Dec 2023 |
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| Ironwood Investment Management | 32k | $1.2M | -7% | Dec 2023 |
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| Trexquant Investment | 31k | $1.2M | -57% | Dec 2023 |
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| State of Wisconsin Investment Board | 31k | $1.2M | -6% | Dec 2023 |
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| Gts Securities | 30k | $1.2M | -27% | Dec 2023 |
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| Entropy Technologies | 30k | $1.2M | 100% | Dec 2023 |
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| Creative Planning | 29k | $1.1M | -76% | Dec 2023 |
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| Holocene Advisors | 29k | $1.1M | -19% | Dec 2023 |
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| PanAgora Asset Management | 28k | $1.1M | 0% | Dec 2023 |
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| Trust Point | 27k | $1.3M | 89% | Mar 2024 |
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| Zurcher Kantonalbank | 26k | $1.3M | -4% | Mar 2024 |
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| Commonwealth of Pennsylvania | 25k | $972k | -68% | Dec 2023 |
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| Pnc Financial Services | 24k | $945k | -14% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 24k | $940k | 8% | Dec 2023 |
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| JustInvest | 24k | $927k | 13% | Dec 2023 |
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| Man Group | 24k | $922k | -62% | Dec 2023 |
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| Everence Capital Management | 23k | $889k | 0% | Dec 2023 |
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| LSV Asset Management | 22k | $848k | 100% | Dec 2023 |
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| Lazard Asset Management | 22k | $836k | 41% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 22k | $833k | 4% | Dec 2023 |
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| Energy Income Partners | 22k | $831k | 162% | Dec 2023 |
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| Hussman Econometrics Advisors | 21k | $813k | -77% | Dec 2023 |
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| CX Institutional | 21k | $1.0M | 100% | Mar 2024 |
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| Mutual Of America Capital Management | 20k | $788k | -2% | Dec 2023 |
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| Martingale Asset Management | 18k | $701k | -39% | Dec 2023 |
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| Robeco Investment Management | 18k | $679k | -78% | Dec 2023 |
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| Balyasny Asset Management | 17k | $645k | -97% | Dec 2023 |
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| Thomas Stevens, CFA" | 8.9k | $442k | -75% | Mar 2024 |
|
| Neo Ivy Capital Management | 6.1k | $235k | -82% | Dec 2023 |
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Who sold out of SM Energy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hrt Financial | Sep 2023 | 358k | $14M |
| First Dallas Securities | Sep 2023 | 219k | $8.7M |
| Bridgewater Associates | Sep 2023 | 141k | $5.6M |
| Lord, Abbett & Co | Sep 2023 | 115k | $4.6M |
| Marshall Wace | Sep 2023 | 99k | $3.9M |
| Weiss Multi-strategy Advisers | Dec 2023 | 72k | $2.8M |
| Point72 Middle East FZE | Sep 2023 | 69k | $2.7M |
| Edgestream Partners | Sep 2023 | 56k | $2.2M |
| Squarepoint Ops | Sep 2023 | 43k | $1.7M |
| SG Americas Securities | Sep 2023 | 38k | $1.5M |
| Twinbeech Capital | Sep 2023 | 33k | $1.3M |
| Aquatic Capital Management | Sep 2023 | 25k | $995k |
| Cubist Systematic Strategies | Sep 2023 | 24k | $941k |
| Royce & Associates | Sep 2023 | 22k | $882k |