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
Q3 2016Causeway Capital ManagementBuy166,2052,272,203$98,243
Q2 2016Causeway Capital ManagementSell-2,114,7322,105,998$64,712
Q2 2016Renaissance Technologies LLCBuy26,200227,200$6,134
Q1 2016Causeway Capital ManagementBuy384,9564,220,730$92,214
Q1 2016Renaissance Technologies LLCSell-382,200201,000$3,767
Q4 2015Causeway Capital ManagementBuy1,721,4523,835,774$90,608
Q4 2015Renaissance Technologies LLCBuy144,100583,200$11,466
Q3 2015Causeway Capital ManagementBuy877,1262,114,322$83,638
Q3 2015Renaissance Technologies LLCBuy137,600439,100$14,069
Q2 2015Causeway Capital ManagementBuy672,1141,237,196$66,697
Q2 2015Renaissance Technologies LLCBuy207,800301,500$13,905
Q1 2015Causeway Capital ManagementBuy565,082565,082$39,449
Q3 2014Renaissance Technologies LLCBuy82,80093,700$7,309
Q3 2013Renaissance Technologies LLCSell-155,20010,900$841
Q2 2013Renaissance Technologies LLCBuy166,100166,100$9,963

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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