InvestorLens

SM — SM ENERGY CO

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are mixed for this sector
57
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their SM position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 57/100 in a Contraction regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +4 tracked investors reported holding SM at their latest filing
  • +Macro Health is 57/100 in a Contraction regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About SM ENERGY CO (SM)

SM ENERGY CO (SM) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $157M. Across recent filings, tracked investors recorded 4 new positions, 3 increased, 3 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SM

54
/100
Mixed Activity
Added / Increased7
Reduced3
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track SM

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SM Ownership Composition

How SM ENERGY CO is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
81% of tracked value
Institutions
4
tracked investors
Total Reported
$193M
combined 13F value
Types2
  • Multi-Strategy / Quant80.8%
  • Macro19.2%
Multi-Strategy / Quant(2)
80.8%
Macro(2)
19.2%

Tracked investors currently reporting SM

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4.5M
    Value
    $117.3M
    % Portfolio
    0.04%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.5M
    Value
    $38.6M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1.2M
    Value
    $30.2M
    % Portfolio
    0.04%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    265K
    Value
    $6.9M
    % Portfolio
    0.03%

Previously held SM

These investors reported SM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management33.6K$1MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold SM?
4 tracked institutional investors disclosed a position in SM (SM ENERGY CO) in their most recent 13F filing.
Who is the largest institutional holder of SM?
Izzy Englander, Millennium Management, holds the largest disclosed position in SM, valued at $157M.
Did institutional ownership of SM increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 3 increased, 3 reduced, and 3 fully exited SM.
Where does this SM ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.