SM Energy Co (NYSE:SM)

Data as of Sep 19
 +0.01 / +0.01%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $2.2 million shares of SM during the quarter ended June 2014 and now own 93.59% 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 holders57.16%
Other institutional36.43%
Individual stakeholders1.65%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014LORD, ABBETT & CO. LLC  Bought 2.0 Million shares of SM Energy Co
6/30/2014THE VANGUARD GROUP, INC.  Bought 526.7 Thousand shares of SM Energy Co
6/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 426.1 Thousand shares of SM Energy Co

Top 10 Owners of SM Energy Co

Total value ($)Shares
bought / sold
T. Rowe Price Associates, Inc.9.52%6,413,546571,062,136-139,986-2.14%
The Vanguard Group, Inc.6.95%4,683,142416,986,964+526,724+12.67%
BlackRock Fund Advisors5.88%3,958,778352,489,593+15,300+0.39%
Artisan Partners LP5.47%3,688,118328,390,027-103,445-2.73%
AJO LP4.46%3,005,030267,567,871+74,790+2.55%
Van Eck Associates Corp.4.23%2,850,656253,822,410+30,695+1.09%
SSgA Funds Management, Inc.3.12%2,099,565186,945,268+132,714+6.75%
Lord, Abbett & Co. LLC2.92%1,966,351175,083,893+1,966,351--
Herndon Capital Management LLC2.47%1,660,522147,852,879-1,111,532-40.10%
Fidelity Management & Research Co...1.98%1,335,846118,943,728+426,135+46.84%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Artisan Mid Cap Value Fund4.18%2,817,887250,904,658-50,685-1.77%
T Rowe Price Mid Cap Growth Fund2.97%2,000,000178,080,000-50,000-2.44%
Van Eck Global Hard Assets Fund2.56%1,727,000153,772,080+36,400+2.15%
Vanguard Mid Cap Index Fund1.68%1,134,856101,047,578+9,736+0.87%
T Rowe Price New Horizons Fund1.67%1,123,700100,054,248-1,200-0.11%
Vanguard Total Stock Market Index...1.58%1,065,71794,891,442+16,239+1.55%
Fidelity Mid Cap Stock Fund1.41%950,60084,641,42400.00%
iShares Core S&P Mid Cap ETF1.35%909,73881,003,072-65,987-6.76%
T Rowe Price New Era Fund1.33%896,10079,788,744-54,500-5.73%
Columbia Acorn Fund1.16%778,00069,273,12000.00%

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