SM Energy Co (NYSE:SM)

22.83
Delayed Data
As of 4:02pm ET
 +0.47 / +2.10%
Today’s Change
12.29
Today|||52-Week Range
28.20
+3.40%
Year-to-Date
Institutional investors purchased a net $3.0 million shares of SM during the quarter ended December 2017, and now own 109.02% of the total float, a percentage that is typical for companies in the Oil & Gas Production industry.
Other institutional57.78%
Mutual fund holders51.24%
Individual stakeholders1.41%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018DFT ENERGY LP  Bought 55.0 Thousand shares of SM Energy Co
3/31/2018BMO ASSET MANAGEMENT CORP.  Bought 15.4 Thousand shares of SM Energy Co
3/31/2018FOX RUN MANAGEMENT LLC  Bought 12.7 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%9,074,046163,605,049+145,841+1.63%
Capital Research & Management Co....7.76%8,668,331156,290,008-401,810-4.43%
Causeway Capital Management LLC7.73%8,634,955155,688,239-232,349-2.62%
BlackRock Fund Advisors7.24%8,084,922145,771,144+22,639+0.28%
Millennium Management LLC6.14%6,853,962123,576,935+988,583+16.85%
Dimensional Fund Advisors LP5.88%6,565,748118,380,436+1,818,404+38.30%
Carmignac Gestion SA5.30%5,915,504106,656,537+5,915,504--
SSgA Funds Management, Inc.4.65%5,191,81193,608,352-307,190-5.59%
AllianceBernstein LP4.13%4,608,01583,082,510+251,867+5.78%
Key Group Holdings (Cayman) Ltd.3.97%4,437,62480,010,361-460,506-9.40%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds AMCAP Fund3.95%4,416,00079,620,48000.00%
American Funds Small Cap World Fu...3.08%3,439,00062,005,170+302,376+9.64%
Vanguard Total Stock Market Index...2.46%2,745,72649,505,440+18,442+0.68%
Vanguard Small Cap Index Fund2.39%2,673,27348,199,112+62,451+2.39%
iShares Core S&P Mid Cap ETF2.39%2,665,91748,066,48400.00%
SPDR S&P Oil & Gas Exploration & ...1.89%2,112,77438,093,315-146,910-6.50%
Carmignac Patrimoine1.70%1,898,93534,237,798-1,151,586-37.75%
Delaware Small Cap Value Fund1.68%1,876,10033,826,08300.00%
Carmignac Portfolio - Commodities1.57%1,755,00031,642,650+605,000+52.61%
DFA US Targeted Value Portfolio1.36%1,519,19627,391,104+115,967+8.26%