SM ENERGY CO (SM) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to SM ENERGY CO (SM) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of SM during the latest reporting period was Donald Smith & Co., which increased its reported SM position by approximately $224.77M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in SM exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward SM ENERGY CO (SM). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $225.23M in reported SM exposure during the latest filing period, reflecting continued institutional interest in SM ENERGY CO's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Donald Smith & Co. | Buy | 7,208,899 | 7,208,899 | $224,773,471 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 14,756 | 24,442 | $762,109 |
Frequently asked questions about SM activity
Which institutional owners are buying SM?
Institutional owners buying SM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SM activity?
"Buy" means an investor increased their reported position in SM compared to the prior reporting period. This reflects growing exposure to SM ENERGY CO (SM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SM increasing?
Institutional interest in SM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.