SIEMENS ENERGY AG SPON ADR (SMERY) Institutional Ownership Changes & 13F Activity
SIEMENS ENERGY AG SPON ADR (SMERY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Zevin Asset Management Llc, Bessemer Group Inc, Rhumbline Advisers, Telligent Fund, Lp, and Scopus Asset Management, L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Scopus Asset Management, L.P. | Buy | +50,000 | — | 50,000 | $1.91M | Q2 2026 | Aug 14, 2026 |
| Cascades Capital Asset Management, Llc | Buy | +8,700 | +669.2% | 10,000 | $381.40K | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Buy | +1,353 | +2878.7% | 1,400 | $53.40K | Q2 2026 | Aug 14, 2026 |
| Bank Of Marin | Buy | +10,004 | +531.8% | 11,885 | $450.58K | Q2 2026 | Aug 13, 2026 |
| Rhumbline Advisers | Buy | +60,526 | +499.4% | 72,646 | $2.77M | Q2 2026 | Aug 12, 2026 |
| L & S Advisors Inc | Buy | +33,286 | +127.3% | 59,440 | $2.27M | Q2 2026 | Aug 12, 2026 |
| Telligent Fund, Lp | Buy | +60,000 | +400.0% | 75,000 | $2.86M | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, Llc | Buy | +6,545 | — | 6,545 | $249.63K | Q2 2026 | Aug 11, 2026 |
| First Command Advisory Services, Inc. | Buy | +1,232 | +1866.7% | 1,298 | $49.51K | Q2 2026 | Aug 10, 2026 |
| Ima Advisory Services, Inc. | Buy | +437 | +2427.8% | 455 | $17.35K | Q2 2026 | Aug 10, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +6,734 | +468.9% | 8,170 | $311.60K | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, Llc | Buy | +2,167 | +670.9% | 2,490 | $91.73K | Q2 2026 | Aug 07, 2026 |
| Zevin Asset Management Llc | Buy | +170,974 | — | 170,974 | $6.52M | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Advisory Group, Llc | Buy | +49,588 | +400.0% | 61,985 | $2.36M | Q2 2026 | Aug 05, 2026 |
| Myriad Asset Management Us Lp | Buy | +22,236 | +400.0% | 27,795 | $1.06M | Q2 2026 | Jul 20, 2026 |
| Diversified Trust Co | Buy | +5,865 | — | 5,865 | $222.35K | Q2 2026 | Jul 17, 2026 |
| Gleason Group, Inc. | Buy | +105 | — | 105 | $3.98K | Q2 2026 | Jul 13, 2026 |
| Gamma Investing Llc | Buy | +24,479 | +517.5% | 29,209 | $1.11M | Q2 2026 | Jul 07, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -304 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Hallstatt Advisors L.P. | Sell | -2,125 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Bessemer Group Inc | Sell | -60,862 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
| Ascentis Independent Advisors | Sell | -2,263 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
| Nbc Securities, Inc. | Sell | -212 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about SMERY activity
Which institutional owners are buying SMERY?
Institutional owners buying SMERY 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 SMERY activity?
"Buy" means an investor increased their reported position in SMERY compared to the prior reporting period. This reflects growing exposure to SIEMENS ENERGY AG SPON ADR (SMERY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMERY increasing?
Institutional interest in SMERY 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.