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SM Energy Co (NYSE:SM)

39.49
Delayed Data
As of Sep 29
 +2.98 / +8.16%
Today’s Change
6.99
Today|||52-Week Range
42.23
+100.86%
Year-to-Date
Institutional investors purchased a net $10.5 million shares of SM during the quarter ended June 2016 and now own 84.78% 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 holders51.70%
Other institutional33.08%
Individual stakeholders1.60%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016BALYASNY ASSET MANAGEMENT LP  Bought 651.8 Thousand shares of SM Energy Co
6/30/2016BLACKROCK FUND ADVISORS  Bought 585.7 Thousand shares of SM Energy Co
6/30/2016FRONTIER CAPITAL MANAGEMENT CO. ...  Bought 520.2 Thousand shares of SM Energy Co

Top 10 Owners of SM Energy Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Management & Research Co...11.64%10,108,076382,893,919+319,166+3.26%
Capital Research & Management Co....8.30%7,208,940273,074,647+304,076+4.40%
The Vanguard Group, Inc.5.83%5,060,965191,709,354+66,382+1.33%
BlackRock Fund Advisors5.68%4,929,762186,739,385+585,705+13.48%
SSgA Funds Management, Inc.3.74%3,244,656122,907,569-533,350-14.12%
Key Group Holdings (Cayman) Ltd.2.98%2,590,80498,139,656-2,393,481-48.02%
Causeway Capital Management LLC2.42%2,105,99879,775,204-2,114,732-50.10%
First Trust Advisors LP2.15%1,869,03670,799,084-235,375-11.18%
Van Eck Associates Corp.2.09%1,818,08168,868,908-161,986-8.18%
Delaware Management Business Trus...1.82%1,580,14959,856,044+7,598+0.48%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds AMCAP Fund5.08%4,416,000167,278,08000.00%
Vanguard Small Cap Index Fund2.07%1,798,82168,139,339+369,102+25.82%
iShares Core S&P Mid Cap ETF1.90%1,650,81162,532,721+1,720+0.10%
Vanguard Total Stock Market Index...1.57%1,359,93151,514,186+12,896+0.96%
Fidelity Select Energy Portfolio1.55%1,342,20050,842,536-221,300-14.15%
Fidelity Mid Cap Stock Fund1.40%1,214,50046,005,26000.00%
SPDR S&P Oil & Gas Exploration & ...1.30%1,131,60042,865,008+19,669+1.77%
First Trust Energy AlphaDEX Fund1.25%1,087,92841,210,713-552-0.05%
Fidelity Balanced Fund1.13%985,10037,315,58800.00%
Vanguard Extended Market Index Fu...1.11%967,26136,639,847+191,796+24.73%