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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Canada Pension Plan Investment Board, Aristeia Capital, L.L.C., State Street Corp, American Century Companies Inc, and Fmr Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+28,623—28,623$893.08KQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+89—89$2.77KQ1 2026Aug 28, 2026
Expect Equity LlcBuy+95,806—95,806$2.99MQ1 2026Aug 19, 2026
Smh Capital Advisors IncBuy+37,445—37,445$1.17MQ1 2026Aug 13, 2026
Algert Global LlcSell-1,000,765-82.7%208,832$6.51MQ1 2026Aug 11, 2026
Brighton Jones LlcBuy+8,562—8,562$266.96KQ1 2026Aug 07, 2026
Pickering Energy Partners LpBuy+15,000—15,000$467.70KQ1 2026Jul 23, 2026
Wells Fargo & Company/MnBuy+39,273+18.5%252,113$7.86MQ1 2026Jul 08, 2026
Cim Investment Management IncBuy+7,157—7,157$223.16KQ1 2026May 19, 2026
Bank Of America CorpSell-159,549-11.2%1,261,194$39.32MQ1 2026May 18, 2026
California State Teachers Retirement SystemBuy+140,478+127.8%250,381$7.81MQ1 2026May 18, 2026
Edgestream Partners, L.P.Buy+112,950—112,950$3.52MQ1 2026May 18, 2026
South Dakota Investment CouncilBuy+109,758—109,758$3.42MQ1 2026May 18, 2026
AmundiBuy+9,364—9,364$291.97KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+64—64$2.00KQ1 2026May 18, 2026
Canada Pension Plan Investment BoardBuy+13,888,891+2296.1%14,493,791$451.92MQ1 2026May 15, 2026
Aristeia Capital, L.L.C.Buy+10,487,058+2955.9%10,841,846$338.05MQ1 2026May 15, 2026
State Street CorpBuy+6,238,602+99.7%12,495,962$389.62MQ1 2026May 15, 2026
American Century Companies IncBuy+4,186,297+88.4%8,923,624$278.24MQ1 2026May 15, 2026
Fmr LlcBuy+3,894,251+3136.4%4,018,416$125.29MQ1 2026May 15, 2026
Geode Capital Management, LlcBuy+2,977,406+109.4%5,698,553$177.72MQ1 2026May 15, 2026
Wellington Management Group LlpBuy+2,603,635+1779.5%2,749,950$85.74MQ1 2026May 15, 2026
Millennium Management LlcBuy+2,197,188+77.5%5,032,906$156.93MQ1 2026May 15, 2026
Morgan StanleyBuy+1,804,728+105.7%3,511,681$109.49MQ1 2026May 15, 2026
Balyasny Asset Management L.P.Sell-1,743,792-97.8%39,574$1.23MQ1 2026May 15, 2026
Alyeska Investment Group, L.P.Sell-1,726,371-76.0%545,386$17.01MQ1 2026May 15, 2026
Charles Schwab Investment Management IncBuy+1,525,631+111.0%2,899,774$90.41MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+1,517,925+170.4%2,408,516$75.10MQ1 2026May 15, 2026
Webs Creek Capital Management LpBuy+1,285,300—1,285,300$40.08MQ1 2026May 15, 2026
Gotham Asset Management, LlcBuy+1,217,544+11232.0%1,228,384$38.30MQ1 2026May 15, 2026
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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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