SM Energy Co (NYSE:SM)

During the Trading Day
54.36 -0.95 / -1.72%
As of 4:01pm ET
Day’s Change
During After-Hours   Switch to standard view »
54.36 0.00 / 0.00%
Volume: 14.2K
Institutional investors purchased a net $252.9 thousand shares of SM during the quarter ended December 2014 and now own 96.47% 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 holders57.74%
Other institutional38.73%
Individual stakeholders1.67%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2015QUANTITATIVE SYSTEMATIC STRATEGI...  Bought 9.9 Thousand shares of SM Energy Co
3/31/2015BOSTON PRIVATE BANK & TRUST CO.  Bought 2.4 Thousand shares of SM Energy Co
3/31/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 1.6 Thousand shares of SM Energy Co

Top 10 Owners of SM Energy Co

Total value ($)Shares
bought / sold
The Vanguard Group, Inc.7.29%4,917,190254,120,379+157,365+3.31%
Artisan Partners LP6.28%4,234,067218,816,583+487,915+13.02%
BlackRock Fund Advisors5.44%3,668,503189,588,235-359,484-8.92%
Van Eck Associates Corp.4.19%2,826,002146,047,783-595-0.02%
Herndon Capital Management LLC3.37%2,273,980117,519,286-36,090-1.56%
Goldman Sachs Asset Management LP3.12%2,104,928108,782,679+1,730,974+462.88%
AJO LP3.10%2,089,420107,981,226-706,360-25.27%
SSgA Funds Management, Inc.3.05%2,055,799106,243,692+42,478+2.11%
T. Rowe Price Associates, Inc.2.71%1,829,37294,541,945-4,744,244-72.17%
First Pacific Advisors LLC2.50%1,683,10086,982,608+721,000+74.94%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Artisan Mid Cap Value Fund4.69%3,165,997163,618,725+339,092+12.00%
Van Eck Global Hard Assets Fund2.46%1,660,20085,799,136-55,900-3.26%
Vanguard Total Stock Market Index...1.74%1,174,39860,692,889+14,550+1.25%
Fidelity Mid Cap Stock Fund1.60%1,076,90055,654,192+344,200+46.98%
iShares Core S&P Mid Cap ETF1.58%1,063,93654,984,212+33,480+3.25%
Goldman Sachs Small Cap Value Fun...1.37%921,94947,646,324+921,949--
FPA Capital Fund1.20%806,70041,690,256+358,200+79.87%
Columbia Acorn Fund1.15%778,00040,207,04000.00%
Fidelity Select Energy Portfolio1.13%762,60039,411,168+118,700+18.43%
JPMorgan Funds - Highbridge US St...1.00%673,59134,811,183+422,075+167.81%

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