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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.

Q3 2021 vs. Q2 2021

How the institutions holding SM Energy Co changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of SM: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2261238+13
Shares102.9M11.4K103.8M+921.8K (+0.9%)
Value$2.53B$282.0K$2.74B+$206.3M (+8.1%)

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held SM Energy Co at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to SM in Q3 2021
InstitutionSharesValue% of portfolio
Great Lakes Advisors, LLC621,977$16.4M0.26%
Point72 Asset Management, L.P.573,643$15.1M0.07%
Aventail Capital Group, LP489,991$12.9M3.80%
HITE Hedge Asset Management LLC343,815$9.07M1.14%
Balyasny Asset Management LLC257,322$6.79M0.03%
Hillsdale Investment Management Inc.238,100$6.28M0.48%
Mariner, LLC159,619$4.21M0.02%
Cypress Capital Management LLC (WY)84,208$2.22M1.84%
Blueshift Asset Management, LLC80,888$2.13M0.12%
Hudson Bay Capital Management LP75,000$1.98M0.03%
Jane Street Group, LLC70,015$1.85M0.00%
Jackson Creek Investment Advisors LLC57,887$1.53M0.57%
Franklin Resources Inc49,950$1.32M0.00%
Maryland State Retirement & Pension System47,697$1.22M0.03%
Bokf, NA43,100$1.14M0.02%
Westwood Holdings Group Inc.39,080$1.03M0.01%
Affinity Investment Advisors, LLC37,939$1.00M0.45%
Federated Hermes, Inc.26,580$701.0K0.00%
First Hawaiian Bank21,000$554.0K0.02%
Trexquant Investment LP16,771$442.0K0.04%
Centiva Capital, LP15,233$401.0K0.03%
Natixis Advisors, L.P.14,752$389.0K0.00%
LPL Financial LLC13,300$351.0K0.00%
Harvest Investment Services, LLC12,954$341.0K0.14%
Los Angeles Capital Management LLC12,592$332.0K0.00%
Renaissance Technologies LLC11,700$309.0K0.00%
Dynamic Technology Lab Private Ltd11,600$306.0K0.04%
Capula Management Ltd11,225$296.0K0.02%
Janus Henderson Group PLC11,019$291.0K0.00%
Ethic Inc.9,668$255.0K0.03%
Algert Global LLC9,237$244.0K0.03%
Mitsubishi UFJ Trust & Banking Corp7,900$208.0K0.00%
Meridian Wealth Advisors, LLC7,720$204.0K0.06%
Cetera Investment Advisers7,700$203.0K0.00%
Macquarie Group Ltd3,799$100.0K0.00%
US Asset Management LLC2,532$67.0K0.06%
Lazard Asset Management LLC2,269$59.0K0.00%
Cahill Financial Advisors Inc238$6.00K0.00%
Bell Investment Advisors, Inc27$1.00K0.00%

Sold out (26)

Institutions that held SM Energy Co at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (1)

Institutions that held SM Energy Co at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Cipher Capital LP11,434$282.0K