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SM ENERGY CO
SM ENERGY CO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 9 Institutional holders with a total value of $14,678,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hodges Capital Management Inc. 187,350 6,460,000 44.01%
2 KEELEY ASSET MANAGEMENT CORP 136,027 4,690,000 31.95%
3 J.P. Morgan Private Wealth Advisors LLC 53,500 1,845,000 12.57%
4 CORNERCAP INVESTMENT COUNSEL INC 17,715 611,000 4.16%
5 IRONWOOD INVESTMENT MANAGEMENT LLC 11,365 392,000 2.67%
6 CYPRESS ASSET MANAGEMENT INC/TX 6,974 240,000 1.64%
7 World Asset Management Inc 6,767 233,000 1.59%
8 Caprock Group, LLC 5,930 204,000 1.39%
9 Plante Moran Financial Advisors, LLC 98 3,000 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.