Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

SM Energy Co (NYSE:SM)

26.39
Delayed Data
As of Jul 22
 -0.22 / -0.83%
Today’s Change
6.99
Today|||52-Week Range
42.23
+34.23%
Year-to-Date
Institutional investors purchased a net $3.3 million shares of SM during the quarter ended March 2016 and now own 122.95% 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.
Other institutional61.79%
Mutual fund holders61.17%
Individual stakeholders2.04%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016CUTLER GROUP LP  Bought 38.7 Thousand shares of SM Energy Co
6/30/2016BNP PARIBAS ARBITRAGE SNC  Bought 38.1 Thousand shares of SM Energy Co
6/30/2016NISA INVESTMENT ADVISORS LLC  Bought 4.6 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...14.38%9,788,910264,300,570+1,359,610+16.13%
Capital Research & Management Co....10.14%6,904,864186,431,328+206,864+3.09%
The Vanguard Group, Inc.7.34%4,994,583134,853,741+69,413+1.41%
Key Group Holdings (Cayman) Ltd.7.32%4,984,285134,575,695+976,566+24.37%
BlackRock Fund Advisors6.38%4,344,057117,289,539-140,842-3.14%
Causeway Capital Management LLC6.20%4,220,730113,959,710+384,956+10.04%
SSgA Funds Management, Inc.5.55%3,778,006102,006,162+464,526+14.02%
Schneider Capital Management Corp...3.37%2,293,46761,923,609+1,225,849+114.82%
Millennium Management LLC3.20%2,174,87958,721,733+787,110+56.72%
First Trust Advisors LP3.09%2,104,41156,819,097+1,517,102+258.31%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds AMCAP Fund6.49%4,416,000119,232,00000.00%
Fidelity Select Energy Portfolio2.22%1,508,80040,737,60000.00%
Vanguard Small Cap Index Fund2.08%1,416,94538,257,515+9,852+0.70%
Vanguard Total Stock Market Index...1.98%1,347,03536,369,945+11,515+0.86%
iShares Core S&P Mid Cap ETF1.89%1,283,82334,663,22100.00%
Fidelity Mid Cap Stock Fund1.78%1,214,50032,791,500-8,700-0.71%
SPDR S&P Oil & Gas Exploration & ...1.78%1,211,42832,708,556-56,595-4.46%
First Trust Energy AlphaDEX Fund1.65%1,121,06030,268,620-74,554-6.24%
Fidelity VIP - Contrafund Portfol...1.63%1,109,70029,961,90000.00%
Fidelity Balanced Fund1.61%1,095,20029,570,40000.00%