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SM Energy Co

SM
Exchange
NYSE
Industry
Crude Petroleum & Natural Gas
SEC CIK
0000893538

In the last 90 days, SM Energy Co insiders filed 0 open-market purchases and 2 sales; 499 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; no superinvestor holds it.

Q2 2021 vs. Q1 2021

How the institutions holding SM Energy Co changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of SM: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Holders184226+42
Shares99.1M102.9M+3.88M (+3.9%)
Value$1.62B$2.53B+$911.9M (+56.2%)

New holders (60)

Institutions that held SM Energy Co at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to SM in Q2 2021
InstitutionSharesValue% of portfolio
Loomis Sayles & Co L P1,551,312$38.2M0.05%
Telemark Asset Management, LLC900,000$22.2M1.77%
SIR Capital Management, L.P.517,700$12.8M1.89%
Driehaus Capital Management LLC395,083$9.73M0.13%
Rafferty Asset Management, LLC369,021$9.09M0.06%
Adage Capital Partners GP, L.L.C.318,549$7.85M0.02%
Swiss National Bank240,300$5.92M0.00%
Hodges Capital Management Inc.210,091$5.17M0.58%
Lasry Marc193,002$4.75M2.19%
Connor, Clark & Lunn Investment Management Ltd.161,228$3.97M0.02%
State of New Jersey Common Pension Fund D134,323$3.31M0.01%
Weiss Multi-Strategy Advisers LLC82,000$2.02M0.05%
PEAK6 Investments LLC81,800$2.02M0.05%
Tudor Investment Corp Et Al75,121$1.85M0.04%
Assenagon Asset Management S.A.63,894$1.57M0.01%
Marshall Wace, LLP63,614$1.57M0.01%
Amalgamated Bank54,027$1.33M0.01%
Prelude Capital Management, LLC53,018$1.31M0.07%
IPG Investment Advisors LLC50,000$1.23M0.36%
Paloma Partners Management Co49,900$1.23M0.03%
ExodusPoint Capital Management, LP49,011$1.21M0.02%
SEI Investments Co46,154$1.14M0.00%
CoreCommodity Management, LLC37,909$934.0K0.29%
AXA S.A.37,800$931.0K0.00%
Squarepoint Ops LLC34,646$853.0K0.01%
Quantbot Technologies LP34,023$837.0K0.07%
Arizona State Retirement System29,631$730.0K0.01%
DuPont Capital Management Corp27,411$675.0K0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)23,854$588.0K0.00%
Qube Research & Technologies Ltd22,351$551.0K0.01%
Aigen Investment Management, LP22,075$544.0K0.09%
Raymond James & Associates20,645$508.0K0.00%
Teza Capital Management LLC18,433$454.0K0.07%
Schonfeld Strategic Advisors LLC16,623$409.0K0.00%
Shell Asset Management Co14,269$351.0K0.01%
Virginia Retirement Systems Et Al14,000$345.0K0.00%
Seven Eight Capital, LP12,593$310.0K0.04%
Fox Run Management, L.L.C.12,234$301.0K0.27%
Leonteq Securities AG11,785$290.3K0.02%
Convergence Investment Partners, LLC11,432$282.0K0.12%
Cipher Capital LP11,434$282.0K0.16%
Beaton Management Co. Inc.10,000$246.0K0.16%
Quantamental Technologies LLC8,969$221.0K0.20%
STRS Ohio8,100$199.0K0.00%
FORA Capital, LLC6,829$168.0K0.03%
Alpha Paradigm Partners, LLC6,813$168.0K0.06%
KBC Group NV3,133$77.0K0.00%
Systematic Alpha Investments, LLC3,200$60.0K0.00%
Fifth Third Bancorp1,761$43.0K0.00%
FinTrust Capital Advisors, LLC1,500$37.0K0.01%
Spire Wealth Management1,490$37.0K0.00%
Dark Forest Capital Management LP732$18.0K0.01%
Harbour Investments, Inc.700$17.0K0.00%
Sageworth Trust Co440$11.0K0.00%
Anchor Investment Management, LLC273$6.72K0.00%
Parkside Financial Bank & Trust144$4.00K0.00%
Larson Financial Group LLC130$3.00K0.00%
Parallel Advisors, LLC93$2.00K0.00%
Signaturefd, LLC39$1.00K0.00%
Column Capital Advisors, LLC59$1.00K0.00%

Sold out (18)

Institutions that held SM Energy Co at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of SM in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
EnCap Energy Capital Fund IX, L.P.1,026,600$16.8M
California Public Employees Retirement System232,200$3.80M
Nomura Holdings Inc152,086$2.49M
Inscription Capital, LLC145,000$2.37M
EAM Global Investors LLC124,543$2.04M
Point72 Asset Management, L.P.110,200$1.80M
Maverick Capital LtdSuperinvestorMaverick Capital72,076$1.18M
Virtu Financial LLC39,819$652.0K
Mackay Shields LLC28,900$473.0K
Sciencast Management LP18,763$319.0K
Athanor Capital, LP19,285$316.0K
Jane Street Group, LLC17,423$285.0K
Point72 Hong Kong Ltd12,807$210.0K
SFMG, LLC10,000$164.0K
Wealthcare Capital Management LLC3,008$49.0K
Sowell Financial Services LLC152$3.00K
Private Capital Group, LLC87$1.00K
Mitsubishi UFJ Trust & Banking Corp40$0