SM Energy Co (NYSE:SM)

During the Trading Day
37.34 +1.43 / +3.98%
Data as of 4:01pm ET
Day’s Change
During After-Hours   Switch to standard view »
37.34 0.00 / 0.00%
 
Volume: 14.5K
Institutional investors purchased a net $3.1 million shares of SM during the quarter ended September 2014 and now own 89.73% 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 holders58.63%
Other institutional31.10%
Individual stakeholders1.67%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014BB&T SECURITIES LLC  Bought 23.3 Thousand shares of SM Energy Co
11/28/2014BLACKROCK FINANCIAL MANAGEMENT, ...  Bought 22.5 Thousand shares of SM Energy Co
12/31/2014FLEXIBLE PLAN INVESTMENTS LTD.  Bought 5.1 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.7.06%4,759,825183,634,049+76,683+1.64%
BlackRock Fund Advisors5.98%4,027,987155,399,738+69,209+1.75%
Artisan Partners LP5.56%3,746,152144,526,544+58,034+1.57%
Van Eck Associates Corp.4.19%2,826,597109,050,112-24,059-0.84%
AJO LP4.15%2,795,780107,861,192-209,250-6.96%
Herndon Capital Management LLC3.43%2,310,07089,122,501+649,548+39.12%
SSgA Funds Management, Inc.2.99%2,013,32177,673,924-86,244-4.11%
T. Rowe Price Associates, Inc.2.71%1,829,37270,577,172-4,744,244-72.17%
Fidelity Management & Research Co...1.94%1,309,64650,526,143-26,200-1.96%
AllianceBernstein LP1.51%1,017,64739,260,821+806,433+381.81%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Artisan Mid Cap Value Fund4.70%3,165,997122,144,164+339,092+12.00%
T Rowe Price Mid Cap Growth Fund2.97%2,000,00077,160,00000.00%
Van Eck Global Hard Assets Fund2.55%1,716,10066,207,138-10,900-0.63%
Vanguard Total Stock Market Index...1.68%1,133,76243,740,538+10,432+0.93%
Fidelity Mid Cap Stock Fund1.41%950,60036,674,14800.00%
Goldman Sachs Small Cap Value Fun...1.37%921,94935,568,792+921,949--
FPA Capital Fund1.20%806,70031,122,486+358,200+79.87%
Columbia Acorn Fund1.15%778,00030,015,24000.00%
AllianzGI NFJ Small Cap Value Fun...0.99%668,50025,790,730+668,500--
iShares Core S&P Mid Cap ETF0.97%650,42925,093,551-361,937-35.75%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.