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28.92
BATS BZX Real-Time Price
As of 11:28am ET
 -0.18 / -0.62%
Today’s Change
6.99
Today|||52-Week Range
53.74
+47.10%
Year-to-Date
Institutional investors purchased a net $3.4 million shares of SM during the quarter ended March 2016 and now own 123.06% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Oil & Gas Production industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders66.70%
Other institutional56.36%
Individual stakeholders1.89%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016FIRST TRUST ADVISORS LP  Bought 1.5 Million shares of SM Energy Co
3/31/2016FIDELITY MANAGEMENT & RESEARCH C...  Bought 1.4 Million shares of SM Energy Co
3/31/2016SCHNEIDER CAPITAL MANAGEMENT COR...  Bought 1.2 Million shares of SM Energy Co

Top 10 Owners of SM Energy Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Management & Research Co...14.38%9,788,910305,022,436+1,359,610+16.13%
Capital Research & Management Co....10.14%6,904,864215,155,562+206,864+3.09%
The Vanguard Group, Inc.7.34%4,994,583155,631,206+69,413+1.41%
Key Group Holdings (Cayman) Ltd.7.32%4,984,285155,310,321+976,566+24.37%
BlackRock Fund Advisors6.38%4,344,057135,360,816-140,842-3.14%
Causeway Capital Management LLC6.20%4,220,730131,517,947+384,956+10.04%
SSgA Funds Management, Inc.5.55%3,778,006117,722,667+464,526+14.02%
Schneider Capital Management Corp...3.37%2,293,46771,464,432+1,225,849+114.82%
Millennium Management LLC3.20%2,174,87967,769,230+787,110+56.72%
First Trust Advisors LP3.09%2,104,41165,573,447+1,517,102+258.31%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds AMCAP Fund6.49%4,416,000137,602,56000.00%
SPDR S&P Oil & Gas Exploration & ...2.89%1,964,74261,221,361+124,450+6.76%
Artisan Mid Cap Value Fund2.67%1,819,93156,709,050-385,384-17.48%
First Trust Energy AlphaDEX Fund2.51%1,707,56553,207,725+4,998+0.29%
Fidelity Select Energy Portfolio2.06%1,400,90043,652,044+1,400,900--
Vanguard Small Cap Index Fund2.05%1,395,51943,484,372+12,460+0.90%
Vanguard Total Stock Market Index...1.94%1,318,82141,094,462+15,463+1.19%
iShares Core S&P Mid Cap ETF1.83%1,246,96538,855,42900.00%
Fidelity Mid Cap Stock Fund1.80%1,223,20038,114,912-19,800-1.59%
Fidelity Balanced Fund1.73%1,180,10036,771,916-162,800-12.12%