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 474 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
339,597
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
335,300
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Added 170.84%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
333,592
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
324,126
shares
|
$9.94 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
310,965
shares
|
$9.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
304,191
shares
|
$9.33 Million
8.38% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
303,404
shares
|
$9.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 37.33%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
298,563
shares
|
$9.16 Million
0.27% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
285,057
shares
|
$8.74 Million
0.05% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
284,475
shares
|
$8.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
271,072
shares
|
$8.31 Million
0.01% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
263,321
shares
|
$8.08 Million
0.0% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
254,915
shares
|
$7.82 Million
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Aventail Capital Group, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
250,000
shares
|
$7.67 Million
0.55% of portfolio
|
Q4 2024
Reduced 75.37%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
240,603
shares
|
$7.38 Million
0.02% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
238,205
shares
|
$7.31 Million
0.03% of portfolio
|
Q4 2024
Added 30.45%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
232,523
shares
|
$7.13 Million
0.09% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
224,700
shares
|
$6.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
208,462
shares
|
$6.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
196,933
shares
|
$6.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.53%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
196,441
shares
|
$6.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 75.99%
|
|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
195,761
shares
|
$6 Million
0.39% of portfolio
|
Q4 2024
Added 20.72%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
195,400
shares
|
$5.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
190,213
shares
|
$5.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 58.91%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
189,237
shares
|
$5.8 Million
0.01% of portfolio
|
Q4 2024
Added 23.42%
|