SM Energy Co: which funds bought and sold
Institutions that bought and sold SM Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 271 institutions that filed 13F reports for both quarters added to or opened positions in SM Energy, and 231 cut or closed them. Together they added a net 3.7M shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 32K shares (−0.1%); index fund managers were net buyers of 881K shares (+1.0%). 68 opened a new position and 80 sold out entirely.
Bought, Q2 2026 271 institutions, 68 of them new holders Sold, Q2 2026 231 institutions, 80 of them sold out
Net change, all compared +3.7M shares (+1.6%)
Net change, active managers −32K shares (−0.1%), 25 bought, 44 sold
Buyers versus sellers
271 bought 66 231 sold
Active managers and hedge funds 25 bought · 44 sold · −32K
Index fund managers 7 bought · 5 sold · +881K
Other institutions 239 bought · 182 sold · +2.8M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | +2.3M New position | 2.3M | $59.5M |
| Aristeia Capital, L.L.C. Hedge fund | +2.2M +19.9% | 13.0M | $339M |
| Qube Research & Technologies Ltd Hedge fund | +1.4M +559.9% | 1.7M | $44.2M |
| Invesco Ltd. | +1.3M +113.9% | 2.4M | $63.5M |
| Mackenzie Financial Corp | +997K +37.3% | 3.7M | $95.9M |
| Boston Partners Active manager | +887K +1767.9% | 937K | $25M |
| Blackrock, Inc. Index funds | +849K +2.2% | 39.3M | $1B |
| Balyasny Asset Management L.P. Hedge fund | +800K +2021.4% | 840K | $21.9M |
| Webs Creek Capital Management LP | +755K +58.8% | 2.0M | $53.3M |
| Encompass Capital Advisors LLC | +750K +107.5% | 1.4M | $37.8M |
| Bessemer Group Inc | +641K +33952.4% | 643K | $16.8M |
| Tudor Investment Corp Et Al Hedge fund | +601K +124.3% | 1.1M | $28.3M |
| Lazard Asset Management LLC Active manager | +601K +972.5% | 663K | $17.3M |
| Geode Capital Management, LLC Index funds | +571K +10.0% | 6.3M | $164M |
| Jane Street Group, LLC | +483K +5225.6% | 492K | $12.8M |
| Donald Smith & Co., Inc. | +439K +6.1% | 7.6M | $200M |
| Citadel Advisors LLC Hedge fund | +409K +1550.0% | 436K | $11.4M |
| Susquehanna Portfolio Strategies, LLC | +382K +247.9% | 536K | $14M |
| Marshall Wace, LLP Hedge fund | +324K +201.8% | 485K | $12.7M |
| Bridgewater Associates, LP Hedge fund | +265K New position | 265K | $6.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Aristeia Capital, L.L.C. Hedge fund | +2.2M +19.9% | 13.0M | $339M |
| Qube Research & Technologies Ltd Hedge fund | +1.4M +559.9% | 1.7M | $44.2M |
| Boston Partners Active manager | +887K +1767.9% | 937K | $25M |
| Balyasny Asset Management L.P. Hedge fund | +800K +2021.4% | 840K | $21.9M |
| Tudor Investment Corp Et Al Hedge fund | +601K +124.3% | 1.1M | $28.3M |
| Lazard Asset Management LLC Active manager | +601K +972.5% | 663K | $17.3M |
| Citadel Advisors LLC Hedge fund | +409K +1550.0% | 436K | $11.4M |
| Marshall Wace, LLP Hedge fund | +324K +201.8% | 485K | $12.7M |
| Bridgewater Associates, LP Hedge fund | +265K New position | 265K | $6.9M |
| Trexquant Investment LP Hedge fund | +244K New position | 244K | $6.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −2.1M −77.3% | 625K | $16.3M |
| Dimensional Fund Advisors LP | −1.8M −18.2% | 8.2M | $213M |
| UBS Group AG | −1.2M −59.4% | 845K | $22M |
| Squarepoint Ops LLC Hedge fund | −835K −91.8% | 74K | $1.9M |
| State Street Corp Index funds | −790K −6.3% | 11.7M | $306M |
| Lighthouse Investment Partners, LLC Hedge fund | −732K Sold out | 0 | — |
| Morgan Stanley | −568K −16.2% | 2.9M | $76.8M |
| Palisade Capital Management, LP Active manager | −550K −56.6% | 422K | $11M |
| Millennium Management LLC Hedge fund | −539K −10.7% | 4.5M | $117M |
| Zimmer Partners, LP Hedge fund | −533K Sold out | 0 | — |
| Jpmorgan Chase & Co | −516K −12.7% | 3.5M | $92.7M |
| Goldman Sachs Group Inc | −491K −20.4% | 1.9M | $50M |
| Clg LLC | −466K Sold out | 0 | — |
| Baird Financial Group, Inc. | −383K Sold out | 0 | — |
| First Trust Advisors LP | −372K −28.9% | 918K | $24M |
| Envestnet Asset Management Inc | −351K −75.4% | 115K | $3M |
| Alyeska Investment Group, L.P. Hedge fund | −315K −57.7% | 231K | $6M |
| Barclays PLC | −312K −74.6% | 106K | $2.8M |
| Steward Partners Investment Advisory, LLC | −291K −63.7% | 166K | $4.3M |
| Exoduspoint Capital Management, LP Hedge fund | −256K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −2.1M −77.3% | 625K | $16.3M |
| Squarepoint Ops LLC Hedge fund | −835K −91.8% | 74K | $1.9M |
| Lighthouse Investment Partners, LLC Hedge fund | −732K Sold out | 0 | — |
| Palisade Capital Management, LP Active manager | −550K −56.6% | 422K | $11M |
| Millennium Management LLC Hedge fund | −539K −10.7% | 4.5M | $117M |
| Zimmer Partners, LP Hedge fund | −533K Sold out | 0 | — |
| Alyeska Investment Group, L.P. Hedge fund | −315K −57.7% | 231K | $6M |
| Exoduspoint Capital Management, LP Hedge fund | −256K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −248K Sold out | 0 | — |
| LSV Asset Management Active manager | −233K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 2.3M | $59.5M |
| Bridgewater Associates, LPHedge fund | 265K | $6.9M |
| Trexquant Investment LPHedge fund | 244K | $6.4M |
| Turtle Creek Wealth Advisors, LLC | 191K | $5M |
| Sir Capital Management, L.P. | 183K | $4.8M |
| HRT Financial LP | 106K | $2.8M |
| Hussman Strategic Advisors, Inc. | 105K | $2.7M |
| Dockside LLC | 103K | $2.7M |
| Two Sigma Investments, LPHedge fund | 87K | $2.3M |
| Gsa Capital Partners LLP | 86K | $2.2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Lighthouse Investment Partners, LLCHedge fund | 732K | $22.8M |
| Zimmer Partners, LPHedge fund | 533K | $16.6M |
| Clg LLC | 466K | $14.5M |
| Baird Financial Group, Inc. | 383K | $11.9M |
| Exoduspoint Capital Management, LPHedge fund | 256K | $8M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 248K | $7.7M |
| LSV Asset ManagementActive manager | 233K | $7.3M |
| Caxton Associates LLPHedge fund | 209K | $6.5M |
| Denali Advisors LLC | 203K | $6.3M |
| Qsemble Capital Management, LP | 198K | $6.2M |
Who holds the shares
- Institutions reporting
- 492
- Ten largest holders
- 58.9% of 13F-reported shares
- Index fund managers
- 39.8% of 13F-reported shares
- Active managers and hedge funds
- 21.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 25 | 44 | 7 | 18 | −32K | −0.1% |
| Index fund managers | 7 | 5 | 0 | 0 | +881K | +1.0% |
| Other institutions | 239 | 182 | 61 | 62 | +2.8M | +3.3% |