SM ENERGY CO (SM): Institutional Ownership
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
23
13F filers
Aggregate Value
$162.3M
Across holders
Last Price
$26.34
2026-06-26
Sector
Energy
GICS
Holder activity8 new8 added7 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 1.23M | $38.3M | 23.6% | 0.1% | Added | +$38.0M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 981K | $30.6M | 18.8% | 0.0% | Added | +$1.2M | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 717K | $22.4M | 13.8% | 0.1% | New | — | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 484K | $15.1M | 9.3% | 0.0% | Added | +$14.7M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 300K | $9.4M | 5.8% | 0.0% | New | — | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 256K | $8.0M | 4.9% | 0.0% | New | — | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 256K | $8.0M | 4.9% | 0.1% | New | — | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 209K | $6.5M | 4.0% | 0.1% | Added | +$518K | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 191K | $6.0M | 3.7% | 0.0% | Added | +$2.3M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 266K | $5.0M | 3.1% | 0.0% | Added | +$1.9M | Q4 2025 |
| Man Group plc CIK 0001637460 | Hedge Fund | 120K | $3.7M | 2.3% | 0.0% | Added | +$3.6M | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 72K | $2.3M | 1.4% | 0.0% | Reduced | $-1.6M | Q1 2026 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 78K | $1.4M | 0.9% | 0.0% | New | — | Q4 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 40K | $1.2M | 0.8% | 0.0% | Reduced | $-54.4M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 38K | $1.2M | 0.7% | 0.0% | Reduced | $-6.8M | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 48K | $889K | 0.5% | 0.0% | Reduced | $-8.1M | Q4 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 25K | $792K | 0.5% | 0.0% | New | — | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 38K | $702K | 0.4% | 0.0% | New | — | Q4 2025 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 14K | $436K | 0.3% | 0.0% | Reduced | $-617K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 11K | $262K | 0.2% | 0.0% | Reduced | $-5.0M | Q3 2025 |
Added
Hedge Fund
$38.3M· 23.6% of total· 0.1% port· 1.23M sh· +$38.0M QoQ· Q1 2026
Added
Institutional Manager
$30.6M· 18.8% of total· 0.0% port· 981K sh· +$1.2M QoQ· Q1 2026
New
Institutional Manager
$22.4M· 13.8% of total· 0.1% port· 717K sh· — QoQ· Q1 2026
Added
Hedge Fund
$15.1M· 9.3% of total· 0.0% port· 484K sh· +$14.7M QoQ· Q1 2026
New
Hedge Fund
$9.4M· 5.8% of total· 0.0% port· 300K sh· — QoQ· Q1 2026
New
Hedge Fund
$8.0M· 4.9% of total· 0.0% port· 256K sh· — QoQ· Q1 2026
New
Hedge Fund
$8.0M· 4.9% of total· 0.1% port· 256K sh· — QoQ· Q1 2026
Added
Hedge Fund
$6.5M· 4.0% of total· 0.1% port· 209K sh· +$518K QoQ· Q1 2026
Added
Hedge Fund
$6.0M· 3.7% of total· 0.0% port· 191K sh· +$2.3M QoQ· Q1 2026
Added
Hedge Fund
$5.0M· 3.1% of total· 0.0% port· 266K sh· +$1.9M QoQ· Q4 2025
Added
Hedge Fund
$3.7M· 2.3% of total· 0.0% port· 120K sh· +$3.6M QoQ· Q1 2026
Reduced
Hedge Fund
$2.3M· 1.4% of total· 0.0% port· 72K sh· $-1.6M QoQ· Q1 2026
New
Hedge Fund
$1.4M· 0.9% of total· 0.0% port· 78K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$1.2M· 0.8% of total· 0.0% port· 40K sh· $-54.4M QoQ· Q1 2026
Reduced
Hedge Fund
$1.2M· 0.7% of total· 0.0% port· 38K sh· $-6.8M QoQ· Q1 2026
Reduced
Hedge Fund
$889K· 0.5% of total· 0.0% port· 48K sh· $-8.1M QoQ· Q4 2025
New
Hedge Fund
$792K· 0.5% of total· 0.0% port· 25K sh· — QoQ· Q1 2026
New
Hedge Fund
$702K· 0.4% of total· 0.0% port· 38K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$436K· 0.3% of total· 0.0% port· 14K sh· $-617K QoQ· Q1 2026
Reduced
Hedge Fund
$262K· 0.2% of total· 0.0% port· 11K sh· $-5.0M QoQ· Q3 2025
Reduced
Hedge Fund
$250K· 0.2% of total· 0.0% port· 8K sh· $-1.8M QoQ· Q1 2026
New
Institutional Manager
$14K· 0.0% of total· 0.0% port· 565 sh· — QoQ· Q3 2025
Added
Hedge Fund
$10K· 0.0% of total· 0.0% port· 330 sh· +$2K QoQ· Q1 2026
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