SM ENERGY CO (SM) Institutional Ownership Changes & 13F Activity

SM ENERGY CO (SM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Donald Smith & Co., Sequoia Financial Advisors, Renaissance Technologies LLC, First Eagle U.S. Value, and Causeway Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Donald Smith & Co.Buy7,208,8997,208,899$224,773,471
Q1 2026Sequoia Financial AdvisorsBuy14,75624,442$762,109
Q3 2025Renaissance Technologies LLCSell-198,40010,500$262,185
Q3 2025First Eagle U.S. ValueBuy135,565415,868$10,384,224
Q3 2025Sequoia Financial AdvisorsBuy3,8439,686$241,862
Q2 2025Renaissance Technologies LLCSell-478,963208,900$5,161,919
Q2 2025First Eagle U.S. ValueBuy3,000280,303$6,926,287
Q1 2025First Eagle U.S. ValueBuy36,700277,303$8,305,225
Q1 2025Renaissance Technologies LLCSell-31,100687,863$20,601,497
Q4 2024First Eagle U.S. ValueBuy39,300240,603$9,325,772
Q4 2024Renaissance Technologies LLCSell-19,800718,963$27,867,006
Q3 2024Renaissance Technologies LLCSell-452,737738,763$29,528,357
Q3 2024First Eagle U.S. ValueBuy20,300201,303$8,046,081
Q3 2024Sequoia Financial AdvisorsBuy3805,843$233,545
Q2 2024Renaissance Technologies LLCSell-482,5001,191,500$51,508,545
Q2 2024First Eagle U.S. ValueBuy33,300181,003$7,824,760
Q2 2024Sequoia Financial AdvisorsSell-175,463$236,166
Q1 2024First Eagle U.S. ValueBuy50,700147,703$7,362,995
Q1 2024Renaissance Technologies LLCSell-26,5001,674,000$83,449
Q1 2024Sequoia Financial AdvisorsSell-2515,480$273,178
Q4 2023Renaissance Technologies LLCBuy75,0001,700,500$65,843
Q4 2023First Eagle U.S. ValueBuy5,82597,003$3,755,956
Q4 2023Sequoia Financial AdvisorsBuy1715,731$221,905
Q3 2023First Eagle U.S. ValueSell-31,00091,178$3,615,208
Q3 2023Renaissance Technologies LLCBuy6,8001,625,500$64,451
Q3 2023Sequoia Financial AdvisorsBuy5,5605,560$220,454
Q2 2023Renaissance Technologies LLCBuy53,6001,618,700$51,199
Q2 2023First Eagle U.S. ValueBuy31,000122,178$3,864,490
Q1 2023First Eagle U.S. ValueBuy52,53391,178$2,567,572
Q1 2023Renaissance Technologies LLCBuy27,5001,565,100$44,073

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.

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