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Get Institutions for : 
Sm Energy Company (SM)  
$50.72 0.59 (1.18%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 355    15
Total shares held : 
108,876,643  
% of shares held : 
95.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
3,011,540  
% of shares held change : 
  2.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.86  
Last Quarter's Ending Price : 
$38.72  
Last Quarter's Average Price
$38.56  
Change from last quarter's     
avg. price to the last closing  : 
12.16 (31.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 6,040,830
 5.55%
 
Increased Positions :
133
 7,316,146
 6.72%
 
Unchanged Positions :
58
 1,257,354
 1.15%
 
Decreased Positions :
125
-8,171,324
-7.51%
 
Closed Positions :
54
-2,174,112
-2%
 
Guru Positions :
2
136,027
 0.12%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -12
   CULLEN FROST BANKERS INC 1029 *Closed 2023-12-31 0 $0 -500
   Milestone Investment Advisors LLC 149 *Closed 2023-12-31 0 $0 -25
   HORIZON INVESTMENTS, LLC/SC 788 *Closed 2023-12-31 0 $0 -6
   VALLEY NATIONAL ADVISERS INC 1222 *Closed 2024-03-31 0 $0 -40
   AXQ CAPITAL LP 675 *Closed 2023-12-31 0 $0 -7,000
   Summit Global Investments *Closed 2024-03-31 0 $0 -16,958
   McGlone Suttner Wealth Management Inc. 288 *Closed 2024-03-31 0 $0 -1,052
   Edgestream Partners L.P. 811 *Closed 2023-12-31 0 $0 -56,158
   Dynamic Technology Lab Private Ltd 1086 *Closed 2023-12-31 0 $0 -15,810
   AlphaCrest Capital Management LLC 180 *Closed 2022-12-31 0 $0 -7,577
   GoalVest Advisory LLC 411 *Closed 2024-03-31 0 $0 -11
   Vise Technologies Inc. 353 *Closed 2023-12-31 0 $0 -6,013
   Cinctive Capital Management LP 359 *Closed 2023-12-31 0 $0 -61,176
   WALLEYE TRADING LLC 1655 *Closed 2023-12-31 0 $0 -25,894
   Vident Investment Advisory LLC 261 *Closed 2023-09-30 0 $0 -7,407
   BREVAN HOWARD CAPITAL MANAGEMENT LP 964 *Closed 2023-12-31 0 $0 -7,836
   TWO SIGMA SECURITIES LLC 1674 *Closed 2023-12-31 0 $0 -5,653
   HRT FINANCIAL LLC 2427 *Closed 2023-12-31 0 $0 -357,756
   Alpha DNA Investment Management LLC 190 *Closed 2023-12-31 0 $0 -14,723
   QUANTBOT TECHNOLOGIES LLC 1656 *Closed 2023-12-31 0 $0 -16,455
   ROYCE & ASSOCIATES LLC 881 *Closed 2023-12-31 0 $0 -22,242
   Centiva Capital LP 1396 *Closed 2023-12-31 0 $0 -17,556
   GSA CAPITAL PARTNERS LLP 1745 *Closed 2024-03-31 0 $0 -10,188
   Kula Investments LLC 756 *Closed 2023-03-31 0 $0 -8,071
   Nebula Research & Development LLC 702 *Closed 2023-12-31 0 $0 -7,505
   Coppell Advisory Solutions Corp. 894 *Closed 2023-03-31 0 $0 -130
   ACADIAN ASSET MANAGEMENT LLC 1761 *Closed 2023-12-31 0 $0 -1,636
   Glassman Wealth Services 1446 *Closed 2024-03-31 0 $0 -57
   Point72 Middle East FZE 1041 *Closed 2023-12-31 0 $0 -69,276
   XTX Topco Ltd 1763 *Closed 2023-12-31 0 $0 -15,272
   SG AMERICAS SECURITIES LLC 2876 *Closed 2023-12-31 0 $0 -37,536
   Numerai GP LLC 274 *Closed 2023-12-31 0 $0 -7,987
   Headlands Technologies LLC 1229 *Closed 2023-12-31 0 $0 -2,828
   Integrated Wealth Concepts LLC 1598 *Closed 2023-12-31 0 $0 -7,534
   Schonfeld Strategic Advisors LLC 2009 *Closed 2023-12-31 0 $0 -6,509
   Mach-1 Financial Group Inc. 258 *Closed 2023-12-31 0 $0 -13,021
   BRIDGEWATER ASSOCIATES INC 810 *Closed 2023-12-31 0 $0 -141,268
   MARSHALL WACE LLP 2195 *Closed 2023-12-31 0 $0 -98,471
   ALPHAMARK ADVISORS LLC 782 *Closed 2024-03-31 0 $0 -6,656
   COBALT CAPITAL MANAGEMENT INC 36 *Closed 2023-12-31 0 $0 -200,000
   Squarepoint Ops LLC 2790 *Closed 2023-12-31 0 $0 -42,763
   Tradewinds Capital Management LLC 565 *Closed 2024-03-31 0 $0 -6
   HITE HEDGE ASSET MANAGEMENT LLC 109 *Closed 2023-12-31 0 $0 -84,907
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1279 *Closed 2023-12-31 0 $0 -22,692
   DUALITY ADVISERS LP 769 *Closed 2023-12-31 0 $0 -12,078
   MEEDER ASSET MANAGEMENT INC *Closed 2023-12-31 0 $0 -3,489
   AE Wealth Management LLC 2208 *Closed 2023-12-31 0 $0 -13,497
   Gallacher Capital Management LLC 300 *Closed 2023-12-31 0 $0 -14,036
   Pacer Advisors Inc. 1371 *Closed 2023-12-31 0 $0 -938
   TWINBEECH CAPITAL LP 716 *Closed 2023-12-31 0 $0 -32,753
   Walleye Trading Advisors LLC 2480 *Closed 2023-12-31 0 $0 -281,524
   Cubist Systematic Strategies LLC 2645 *Closed 2023-12-31 0 $0 -23,725
   BOLLARD GROUP LLC 377 *Closed 2023-12-31 0 $0 -303
   LORD ABBETT & CO LLC 505 *Closed 2023-12-31 0 $0 -115,000
   Front Row Advisors LLC 868 *Closed 2023-12-31 0 $0 -73
   MAVEN SECURITIES Ltd 327 *Closed 2023-12-31 0 $0 -8,096
   Aquatic Capital Management LLC 1632 *Closed 2023-12-31 0 $0 -25,100
   WEISS MULTI-STRATEGY ADVISERS LLC 460 *Closed 2024-03-31 0 $0 -71,930

  59 Records found
  1    
  Page 1 of 1
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