Stock Ownership/SM

SM ENERGY COMPANY (SM): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in SM · Energy. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
21
13F filers
Aggregate Value
$363.6M
Across holders
Last Price
$36.46
2026-08-24
Sector
Energy
GICS
Quarterly fund activity13 increased7 reduced5 exited
Full exits: Verition Fund Management LLC, CAXTON ASSOCIATES LLP, Lighthouse Investment Partners, LLC, Holocene Advisors, LP, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Institutional Holders of SM
↗
21 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund4.49M$117.3M32.3%0.0%Reduced$-14.1MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund1.69M$44.2M12.1%0.0%Added+$37.5MQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund1.19M$31.0M8.5%0.1%Reduced$-1.1MQ2 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund1.09M$28.3M7.8%0.0%Added+$27.5MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund1.00M$26.1M7.2%0.0%Reduced+$24.9MQ2 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager987K$25.8M7.1%0.0%Added+$143KQ2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund840K$21.9M6.0%0.0%Added+$20.9MQ2 2026
Grantham, Mayo, Van Otterloo & Co. LLC
CIK 0001352662
Institutional Manager595K$15.5M4.3%0.0%Reduced$-3.2MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund485K$12.7M3.5%0.0%Added+$2.1MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund436K$11.4M3.1%0.0%Added+$10.0MQ2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$117.3M· 32.3% of total· 0.0% port· 4.49M sh· $-14.1M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$44.2M· 12.1% of total· 0.0% port· 1.69M sh· +$37.5M QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$31.0M· 8.5% of total· 0.1% port· 1.19M sh· $-1.1M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$28.3M· 7.8% of total· 0.0% port· 1.09M sh· +$27.5M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$26.1M· 7.2% of total· 0.0% port· 1.00M sh· +$24.9M QoQ· Q2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$25.8M· 7.1% of total· 0.0% port· 987K sh· +$143K QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$21.9M· 6.0% of total· 0.0% port· 840K sh· +$20.9M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$15.5M· 4.3% of total· 0.0% port· 595K sh· $-3.2M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$12.7M· 3.5% of total· 0.0% port· 485K sh· +$2.1M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$11.4M· 3.1% of total· 0.0% port· 436K sh· +$10.0M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Added
Hedge Fund
$9.7M· 2.7% of total· 0.0% port· 370K sh· +$1.8M QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$6.9M· 1.9% of total· 0.0% port· 265K sh· — QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$2.5M· 0.7% of total· 0.0% port· 96K sh· +$2.1M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$2.3M· 0.6% of total· 0.0% port· 87K sh· — QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$2.2M· 0.6% of total· 0.0% port· 86K sh· — QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$1.9M· 0.5% of total· 0.0% port· 74K sh· +$449K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$1.3M· 0.4% of total· 0.1% port· 51K sh· — QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$1.2M· 0.3% of total· 0.0% port· 46K sh· $-1.9M QoQ· Q2 2026
BROOKFIELD Corp /ON/Unchanged
Hedge Fund
$836K· 0.2% of total· 0.0% port· 32K sh· +$0 QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$434K· 0.1% of total· 0.0% port· 17K sh· $-662K QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$123K· 0.0% of total· 0.0% port· 5K sh· $-4K QoQ· Q2 2026
1–10 of 21
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