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38.56
BATS BZX Real-Time Price
As of 11:31am ET
 +0.77 / +2.04%
Today’s Change
6.99
Today|||52-Week Range
42.23
+96.13%
Year-to-Date
Institutional investors purchased a net $10.3 million shares of SM during the quarter ended June 2016 and now own 108.34% 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 holders60.93%
Other institutional47.42%
Individual stakeholders2.04%

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...14.85%10,108,076274,232,102+319,166+3.26%
Capital Research & Management Co....10.59%7,208,940195,578,542+304,076+4.40%
The Vanguard Group, Inc.7.43%5,060,965137,303,980+66,382+1.33%
BlackRock Fund Advisors7.24%4,929,762133,744,443+585,705+13.48%
SSgA Funds Management, Inc.4.77%3,244,65688,027,517-533,350-14.12%
Key Group Holdings (Cayman) Ltd.3.81%2,590,80470,288,513-2,393,481-48.02%
Causeway Capital Management LLC3.09%2,105,99857,135,726-2,114,732-50.10%
First Trust Advisors LP2.75%1,869,03650,706,947-235,375-11.18%
Van Eck Associates Corp.2.67%1,818,08149,324,538-161,986-8.18%
Delaware Management Business Trus...2.32%1,580,14942,869,442+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 Fund6.49%4,416,000119,806,08000.00%
Fidelity Select Energy Portfolio2.30%1,563,50042,417,755+54,700+3.63%
Vanguard Small Cap Index Fund2.08%1,416,94538,441,718+9,852+0.70%
Vanguard Total Stock Market Index...2.00%1,359,93136,894,928+12,896+0.96%
iShares Core S&P Mid Cap ETF1.94%1,320,93535,836,96700.00%
Fidelity Mid Cap Stock Fund1.78%1,214,50032,949,38500.00%
SPDR S&P Oil & Gas Exploration & ...1.64%1,116,68030,295,528+32,368+2.99%
First Trust Energy AlphaDEX Fund1.59%1,082,27129,362,01200.00%
Fidelity Balanced Fund1.45%985,10026,725,763-110,100-10.05%
Fidelity VIP - Contrafund Portfol...1.44%982,80026,663,364-126,900-11.44%