SM Energy Co (NYSE:SM)

19.31
Delayed Data
As of Feb 22
 -1.99 / -9.34%
Today’s Change
12.29
Today|||52-Week Range
28.55
-12.55%
Year-to-Date
Institutional investors purchased a net $3.2 million shares of SM during the quarter ended September 2017, and now own 109.56% of the total float, a percentage that is typical for companies in the Oil & Gas Production industry.
Other institutional57.74%
Mutual fund holders51.82%
Individual stakeholders1.41%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2017CARMIGNAC GESTION SA  Bought 5.9 Million shares of SM Energy Co
12/31/2017DIMENSIONAL FUND ADVISORS LP  Bought 1.8 Million shares of SM Energy Co
12/31/2017LORD, ABBETT & CO. LLC  Bought 992.1 Thousand shares of SM Energy Co

Top 10 Owners of SM Energy Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.8.13%9,074,046211,878,974+145,841+1.63%
Capital Research & Management Co....7.77%8,668,331202,405,529-401,810-4.43%
Causeway Capital Management LLC7.74%8,634,955201,626,199-232,349-2.62%
BlackRock Fund Advisors7.24%8,084,922188,782,929+22,639+0.28%
Millennium Management LLC6.14%6,853,962160,040,013+988,583+16.85%
Dimensional Fund Advisors LP5.88%6,565,748153,310,216+1,818,404+38.30%
Carmignac Gestion SA5.30%5,915,504138,127,018+5,915,504--
SSgA Funds Management, Inc.4.65%5,191,811121,228,787-307,190-5.59%
AllianceBernstein LP4.13%4,608,015107,597,150+251,867+5.78%
Key Group Holdings (Cayman) Ltd.3.98%4,437,624103,618,520-460,506-9.40%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds AMCAP Fund3.96%4,416,000103,113,60000.00%
American Funds Small Cap World Fu...2.81%3,136,62473,240,170-402,376-11.37%
Carmignac Patrimoine2.73%3,050,52171,229,665+3,050,521--
Vanguard Total Stock Market Index...2.41%2,689,71562,804,845-75,836-2.74%
Vanguard Small Cap Index Fund2.33%2,603,97860,802,886+13,991+0.54%
iShares Core S&P Mid Cap ETF2.30%2,567,50259,951,172+547+0.02%
SPDR S&P Oil & Gas Exploration & ...1.84%2,058,34648,062,379-18,576-0.89%
Delaware Small Cap Value Fund1.68%1,876,10043,806,935+392,900+26.49%
DFA US Targeted Value Portfolio1.36%1,519,19635,473,227+115,967+8.26%
Vanguard Small Cap Growth Index F...1.34%1,498,03634,979,141+12,132+0.82%