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SM Energy Co (NYSE:SM)

Delayed Data
As of Jul 01
 +1.08 / +4.00%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $3.4 million shares of SM during the quarter ended March 2016 and now own 123.05% 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 holders64.41%
Other institutional58.64%
Individual stakeholders1.97%

Largest Quarterly Institutional

Latest Institutional Activity

4/29/2016NYL INVESTORS LLC  Bought 11.4 Thousand shares of SM Energy Co
4/30/2016CAVANAL HILL INVESTMENT MANAGEME...  Bought 5.00 shares of SM Energy Co
5/31/2016DANSKE BANK A/S (INVT MGMT)  Sold 500.00 shares of SM Energy Co

Top 10 Owners of SM Energy Co

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...14.38%9,788,910308,546,443+1,359,610+16.13%
Capital Research & Management Co....10.14%6,904,864217,641,313+206,864+3.09%
The Vanguard Group, Inc.7.34%4,994,583157,429,256+69,413+1.41%
Key Group Holdings (Cayman) Ltd.7.32%4,984,285157,104,663+976,566+24.37%
BlackRock Fund Advisors6.38%4,344,057136,924,677-140,842-3.14%
Causeway Capital Management LLC6.20%4,220,730133,037,410+384,956+10.04%
SSgA Funds Management, Inc.5.55%3,778,006119,082,749+464,526+14.02%
Schneider Capital Management Corp...3.37%2,293,46772,290,080+1,225,849+114.82%
Millennium Management LLC3.20%2,174,87968,552,186+787,110+56.72%
First Trust Advisors LP3.09%2,104,41166,331,035+1,517,102+258.31%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
Total value ($)Shares
bought / sold
American Funds AMCAP Fund6.49%4,416,000139,192,32000.00%
SPDR S&P Oil & Gas Exploration & ...3.10%2,109,09066,478,517+21,672+1.04%
First Trust Energy AlphaDEX Fund2.50%1,698,40253,533,631+2,499+0.15%
Fidelity Select Energy Portfolio2.22%1,508,80047,557,376+107,900+7.70%
Vanguard Small Cap Index Fund2.07%1,407,09344,351,571+11,574+0.83%
Vanguard Total Stock Market Index...1.96%1,335,52042,095,590+16,699+1.27%
iShares Core S&P Mid Cap ETF1.86%1,265,81339,898,42600.00%
Fidelity Mid Cap Stock Fund1.80%1,223,20038,555,26400.00%
Fidelity VIP - Contrafund Portfol...1.63%1,109,70034,977,744-62,100-5.30%
Fidelity Balanced Fund1.61%1,095,20034,520,704-84,900-7.19%