SM Energy Co (NYSE:SM)

Data as of Dec 19
 +1.83 / +4.96%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $2.0 million shares of SM during the quarter ended September 2014 and now own 97.23% 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 holders58.78%
Other institutional38.38%
Individual stakeholders1.68%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014ALLIANCEBERNSTEIN LP  Bought 806.4 Thousand shares of SM Energy Co
9/30/2014WILLIAM BLAIR & CO. LLC (INVESTM...  Bought 705.4 Thousand shares of SM Energy Co
9/30/2014HERNDON CAPITAL MANAGEMENT LLC  Bought 649.5 Thousand shares of SM Energy Co

Top 10 Owners of SM Energy Co

Total value ($)Shares
bought / sold
T. Rowe Price Associates, Inc.9.75%6,573,616285,623,615+160,070+2.50%
The Vanguard Group, Inc.7.06%4,759,825206,814,396+76,683+1.64%
BlackRock Fund Advisors5.98%4,027,987175,016,035+69,209+1.75%
Artisan Partners LP5.56%3,746,152162,770,304+58,034+1.57%
Van Eck Associates Corp.4.19%2,826,597122,815,640-24,059-0.84%
AJO LP4.15%2,795,780121,476,641-209,250-6.96%
Herndon Capital Management LLC3.43%2,310,070100,372,542+649,548+39.12%
SSgA Funds Management, Inc.2.99%2,013,32187,478,797-86,244-4.11%
Fidelity Management & Research Co...1.94%1,309,64656,904,119-26,200-1.96%
AllianceBernstein LP1.51%1,017,64744,216,762+806,433+381.81%

Top 10 Mutual Funds Holding SM Energy Co

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Artisan Mid Cap Value Fund4.19%2,826,905122,829,022+9,018+0.32%
T Rowe Price Mid Cap Growth Fund2.97%2,000,00086,900,00000.00%
Van Eck Global Hard Assets Fund2.55%1,716,10074,564,545-10,900-0.63%
Vanguard Mid Cap Index Fund1.73%1,167,74050,738,303+15,153+1.31%
T Rowe Price New Horizons Fund1.65%1,115,20048,455,440-8,500-0.76%
Vanguard Total Stock Market Index...1.62%1,094,30347,547,465+28,586+2.68%
T Rowe Price New Era Fund1.41%951,20041,329,640+55,100+6.15%
Fidelity Mid Cap Stock Fund1.41%950,60041,303,57000.00%
iShares Core S&P Mid Cap ETF1.38%927,11840,283,277-98,100-9.57%
Columbia Acorn Fund1.15%778,00033,804,10000.00%

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