Ticker · CUSIP 78454L100

SM

SM ENERGY CO
Energy·Oil & Gas E&P
···Share
Holders (tracked)
17
Combined shares
9,193,739
Combined value
$169.73M
Last close
$28.08
Quarter
2025Q4
Tracked holders · last 8 quarters
+1 vs previous quarter over the last 8.
17132024Q12025Q4
Price is +52.1% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

25 events
  1. Jeremy Grantham (GMO) exited2026-02-17
    −335,805 shares · 2025Q4
    13F
  2. D.E. Shaw & Co. added2026-02-17
    +993,346 shares · 2025Q4
    13F
  3. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +566,057 shares · 2025Q4
    13F
  4. Ken Griffin (Citadel Advisors) added2026-02-17
    +52,175 shares · 2025Q4
    13F
  5. Two Sigma Investments added2026-02-17
    +100,748 shares · 2025Q4
    13F
  6. Izzy Englander (Millennium Mgmt) added2026-02-17
    +1,906,255 shares · 2025Q4
    13F
  7. Steve Cohen (Point72) trimmed2026-02-17
    −403,887 shares · 2025Q4
    13F
  8. AQR Capital Management added2026-02-17
    +245,422 shares · 2025Q4
    13F
  9. T. Rowe Price added2026-02-17
    +6,525 shares · 2025Q4
    13F
  10. Wellington Management opened position2026-02-17
    +146,315 shares · 2025Q4
    13F
  11. Ray Dalio (Bridgewater Associates) trimmed2026-02-13
    −434,636 shares · 2025Q4
    13F
  12. Renaissance Technologies exited2026-02-12
    −10,500 shares · 2025Q4
    13F
  13. Ken Fisher (Fisher Asset Mgmt) added2026-02-09
    +47,735 shares · 2025Q4
    13F
  14. First Eagle Investment Management exited2026-02-04
    −415,868 shares · 2025Q4
    13F
  15. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −158,773 shares · 2025Q3
    13F
  16. Steve Cohen (Point72) opened position2025-11-14
    +1,797,920 shares · 2025Q3
    13F
  17. Two Sigma Investments added2025-11-14
    +90,001 shares · 2025Q3
    13F
  18. D.E. Shaw & Co. added2025-11-14
    +336,111 shares · 2025Q3
    13F
  19. AQR Capital Management added2025-11-14
    +71,090 shares · 2025Q3
    13F
  20. T. Rowe Price added2025-11-14
    +4,179 shares · 2025Q3
    13F
  21. Renaissance Technologies trimmed2025-11-13
    −198,400 shares · 2025Q3
    13F
  22. Jeremy Grantham (GMO) trimmed2025-11-13
    −40,200 shares · 2025Q3
    13F
  23. Ray Dalio (Bridgewater Associates) added2025-11-13
    +133,116 shares · 2025Q3
    13F
  24. First Eagle Investment Management added2025-11-12
    +135,565 shares · 2025Q3
    13F
  25. Ken Fisher (Fisher Asset Mgmt) added2025-11-12
    +35,031 shares · 2025Q3
    13F

Insider activity

No insider transactions in the last 30 days.
View full insider history for SM →
Follow-the-investor returns
If you'd copied each holder of SM…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2016Q1$14.59+92.5%$3.3M
D.E. Shaw & Co.2016Q1$18.83+49.2%$2.7M
D.E. Shaw & Co.2016Q1$18.83+49.2%$2.7M
Paul Tudor Jones (Tudor Investment)2016Q1$18.96+48.1%$435K
Paul Tudor Jones (Tudor Investment)2016Q1$18.96+48.1%$435K
Paul Tudor Jones (Tudor Investment)2016Q1$18.96+48.1%$435K
Ken Griffin (Citadel Advisors)2016Q1$21.89+28.3%$6.8M
Ken Griffin (Citadel Advisors)2016Q1$21.89+28.3%$6.8M
Ken Griffin (Citadel Advisors)2016Q1$21.89+28.3%$6.8M
Izzy Englander (Millennium Mgmt)2016Q1$22.58+24.4%$79.6M
AQR Capital Management2016Q1$23.38+20.1%$13.7M
Wellington Management2016Q3$24.54+14.4%$4.1M
Two Sigma Investments2016Q1$25.23+11.3%$7.5M
Ray Dalio (Bridgewater Associates)2022Q3$25.39+10.6%$1.3M
Steve Cohen (Point72)2016Q2$26.39+6.4%$357K
Steve Cohen (Point72)2016Q2$26.39+6.4%$357K
Ken Fisher (Fisher Asset Mgmt)2024Q1$35.20-20.2%$26.5M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions2
Added to7
Trimmed2
Exited3

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
16
$990.5M
2022Q2
15
$920.4M
2022Q3
17
$1.1M
2022Q4
15
$896.6M
2023Q1
13
$662.4M
2023Q2
14
$867.3M
2023Q3
13
$967.7M
2023Q4
12
$833.6M
2024Q1
13
$1.15B
2024Q2
17
$1.08B
2024Q3
15
$153.0M
2024Q4
18
$202.9M
2025Q1
17
$216.1M
2025Q2
17
$131.1M
2025Q3
16
$158.8M
2025Q4
17
$169.7M

Who owns SM

17 super-investors · 2025Q4
Tracked stake
9.19M
shares
Combined value
$170M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New4Added10Trim3
#ManagerSharesValue
1Izzy Englander
Millennium Mgmt
2.84M$53M
2D.E. Shaw & Co.1.41M$26M
3Steve Cohen
Point72
1.39M$26M
4Ken Fisher
Fisher Asset Mgmt
944.1K$18M
5Paul Tudor Jones
Tudor Investment
566.1K$11M
6AQR Capital Management489.1K$9M
7Ken Griffin
Citadel Advisors
340.0K$6M
8Two Sigma Investments265.6K$5M
9Ken Griffin
Citadel Advisors
257.3K$5M
10Ken Griffin
Citadel Advisors
241.2K$5M
11Wellington Management146.3K$3M
12D.E. Shaw & Co.97.0K$2M
13Ray Dalio
Bridgewater Associates
47.5K$889K
14Paul Tudor Jones
Tudor Investment
15.5K$290K
15Steve Cohen
Point72
12.7K$237K
16Paul Tudor Jones
Tudor Investment
11.8K$221K
17T. Rowe Price117.2K$2K

Recent moves

20 transactions
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