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Livermore
Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding SM Energy Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2381262+25
Shares103.8M307103.5M−321.4K (−0.3%)
Value$2.74B$8.00K$3.05B+$313.3M (+11.4%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held SM Energy Co at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SM in Q4 2021
InstitutionSharesValue% of portfolio
River Road Asset Management, LLC1,200,635$35.4M0.38%
Glenmede Trust Co NA550,415$16.2M0.08%
RR Advisors, LLC174,000$5.13M1.14%
Wexford Capital LP173,611$5.12M0.52%
Schroder Investment Management Group171,293$5.05M0.01%
Quantedge Capital Pte Ltd130,700$3.85M1.63%
Susquehanna International Group, LLP130,579$3.85M0.01%
Encompass Capital Advisors LLC129,388$3.81M0.32%
Alyeska Investment Group, L.P.123,729$3.65M0.04%
Yousif Capital Management, LLC112,434$3.31M0.03%
Toronto Dominion Bank96,000$2.83M0.00%
State of New Jersey Common Pension Fund D93,001$2.74M0.01%
Congress Asset Management Co86,506$2.55M0.02%
Condire Management, LP86,390$2.55M0.58%
Walleye Capital LLC84,147$2.48M0.08%
Allspring Global Investments Holdings, LLC79,800$2.35M0.00%
HRT Financial LP66,058$1.95M0.01%
Prelude Capital Management, LLC52,319$1.54M0.08%
NN Investment Partners Holdings N.V.46,200$1.36M0.01%
Corton Capital Inc.42,295$1.25M0.55%
Polianta Ltd39,500$1.16M0.50%
Virtue Capital Management, LLC38,879$1.15M0.17%
Martingale Asset Management L P37,277$1.10M0.01%
First Eagle Investment Management, LLC31,203$920.0K0.00%
Ci Investments Inc.29,905$882.0K0.00%
AlphaCrest Capital Management LLC28,900$852.0K0.03%
Walleye Trading LLC21,734$641.0K0.01%
Hanseatic Management Services Inc19,619$578.0K0.94%
Man Group plc17,132$505.0K0.00%
Gsa Capital Partners LLP17,063$503.0K0.06%
Delphia (USA) Inc.16,500$486.0K0.52%
Graham Capital Management, L.P.14,438$425.0K0.02%
Manteio Capital LLC14,011$413.0K0.53%
Arlington Capital Management, Inc.12,732$375.0K0.67%
Campbell & CO Investment Adviser LLC10,950$323.0K0.11%
CIBC Private Wealth Group, LLC10,431$307.0K0.00%
Kestra Advisory Services, LLC9,698$286.0K0.00%
PDT Partners, LLC9,412$277.0K0.02%
Meritage Portfolio Management8,410$248.0K0.01%
Advisor Partners LLC7,969$235.0K0.01%
Jump Financial, LLC7,615$224.0K0.01%
Pictet Asset Management SA7,506$221.0K0.00%
Cornerstone Investment Partners, LLC7,275$214.0K0.01%
Auxier Asset Management7,240$213.0K0.03%
Shelton Capital Management7,033$207.0K0.01%
Virginia Retirement Systems Et Al6,900$203.0K0.00%
State of Wyoming1,890$56.0K0.03%
Newbridge Financial Services Group, Inc.1,500$44.0K0.02%
Bellwether Advisors, LLC1,111$32.0K0.01%
Barrow Hanley Mewhinney & Strauss LLC723$21.0K0.00%
CWM, LLC440$13.0K0.00%
EverSource Wealth Advisors, LLC361$11.0K0.00%
Fortitude Advisory Group L.L.C.380$11.0K0.01%
Sageworth Trust Co of South Dakota333$10.0K0.02%
Massmutual Trust Co FSB157$5.00K0.00%
Snowden Capital Advisors LLC175$5.00K0.00%
Umb Bank N A100$3.00K0.00%
Bessemer Group Inc110$3.00K0.00%
C M Bidwell & Associates Ltd85$3.00K0.00%
Covestor Ltd21$1.00K0.00%
JFS Wealth Advisors, LLC11$00.00%
Schubert & Co8$00.00%

Sold out (37)

Institutions that held SM Energy Co at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Slate Path Capital LP1,180,000$31.1M
Loomis Sayles & Co L P500,000$13.2M
Connor, Clark & Lunn Investment Management Ltd.440,655$11.6M
Susquehanna Fundamental Investments, LLC412,468$10.9M
Healthcare of Ontario Pension Plan Trust Fund350,000$9.23M
Winton Group Ltd126,583$3.34M
Quantbot Technologies LP123,824$3.27M
Cypress Capital Management LLC (WY)84,208$2.22M
Blueshift Asset Management, LLC80,888$2.13M
Hudson Bay Capital Management LP75,000$1.98M
Aigen Investment Management, LP54,003$1.43M
Bokf, NA43,100$1.14M
Westwood Holdings Group Inc.39,080$1.03M
Capital Fund Management S.A.23,284$614.2K
Trexquant Investment LP16,771$442.0K
CIBC Asset Management Inc13,233$349.0K
Occudo Quantitative Strategies LP11,731$309.0K
Capula Management Ltd11,225$296.0K
Teza Capital Management LLC10,333$273.0K
Beaton Management Co. Inc.10,000$264.0K
Meeder Asset Management Inc6,489$171.0K
Systematic Alpha Investments, LLC3,200$110.0K
US Asset Management LLC2,532$67.0K
Lazard Asset Management LLC2,269$59.0K
Bartlett & Co. LLC1,400$37.0K
Bartlett & Co. Wealth Management LLC1,400$36.9K
Spire Wealth Management890$23.0K
Firestone Capital Management725$18.0K
Dark Forest Capital Management LP527$14.0K
Cahill Financial Advisors Inc238$6.00K
Cutler Group LP200$5.00K
O'Shaughnessy Asset Management, LLC80$2.00K
Lindbrook Capital, LLC70$2.00K
Signaturefd, LLC44$1.00K
Baystate Wealth Management LLC30$1.00K
Column Capital Advisors, LLC52$1.00K
NEXT Financial Group, Inc11$0

Not filed for Q4 2021 yet (1)

Institutions that held SM Energy Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Berman Capital Advisors, LLC307$8.00K