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

Institutional Holders (2015Q2)
Portfolio Summary: 312 Institutional holders with a total value of $3,284,984,151.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ALLIANCEBERNSTEIN L.P. 6,042,298 278,671,000 8.48%
2 FMR LLC 4,903,635 226,156,000 6.88%
3 VANGUARD GROUP INC 4,533,822 209,100,000 6.37%
4 Artisan Partners Limited Partnership 3,548,398 163,652,000 4.98%
5 GOLDMAN SACHS GROUP INC 3,052,071 140,762,000 4.29%
6 VAN ECK ASSOCIATES CORP 3,009,866 138,815,000 4.23%
7 HERNDON CAPITAL MANAGEMENT LLC 2,983,074 137,580,000 4.19%
8 BlackRock Fund Advisors 2,268,902 104,642,000 3.19%
9 BlackRock Institutional Trust Company, N.A. 2,150,703 99,190,000 3.02%
10 STATE STREET CORP 2,099,103 96,812,000 2.95%
11 KGH Ltd 1,678,108 77,394,000 2.36%
12 PRICE T ROWE ASSOCIATES INC /MD/ 1,446,987 66,735,000 2.03%
13 CAUSEWAY CAPITAL MANAGEMENT LLC 1,237,196 66,697,000 2.03%
14 DIMENSIONAL FUND ADVISORS LP 1,300,216 59,964,000 1.83%
15 MACQUARIE GROUP LTD 1,227,712 56,622,000 1.72%
16 COLUMBIA WANGER ASSET MANAGEMENT LLC 946,288 43,643,000 1.33%
17 AQR CAPITAL MANAGEMENT LLC 943,367 43,508,000 1.32%
18 BLACKROCK ADVISORS LLC 902,959 41,644,000 1.27%
19 Bank of New York Mellon Corp 819,269 37,785,000 1.15%
20 NORTHERN TRUST CORP 719,680 33,192,000 1.01%
21 DEUTSCHE BANK AG\ 656,098 30,257,000 0.92%
22 NORGES BANK 645,777 29,783,000 0.91%
23 Ninety One UK Ltd 620,565 28,620,000 0.87%
24 First Pacific Advisors, LP 553,691 25,536,000 0.78%
25 AMERIPRISE FINANCIAL INC 537,795 24,804,000 0.76%
26 Caymus Capital Partners, L.P. 504,700 23,277,000 0.71%
27 ELLIOTT MANAGEMENT CORP 490,600 22,626,000 0.69%
28 BALYASNY ASSET MANAGEMENT L.P. 484,710 22,355,000 0.68%
29 SMITH ASSET MANAGEMENT GROUP LP 473,747 21,738,000 0.66%
30 MANAGED ACCOUNT ADVISORS LLC 465,613 21,474,000 0.65%
31 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 445,124 20,529,119 0.62%
32 ADVISORY RESEARCH INC 441,363 20,356,000 0.62%
33 Point72 Asset Management, L.P. 423,200 19,518,000 0.59%
34 GOLDMAN SACHS GROUP INC 411,000 18,955,000 0.58% Put
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 400,466 18,470,000 0.56%
36 HIGHBRIDGE CAPITAL MANAGEMENT LLC 398,875 18,396,000 0.56%
37 GEODE CAPITAL MANAGEMENT, LLC 390,183 17,994,000 0.55%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 386,400 17,821,000 0.54% Call
39 HAYMAN CAPITAL MANAGEMENT, L.P. 376,894 17,382,000 0.53%
40 PALISADE CAPITAL MANAGEMENT, LP 360,286 16,616,000 0.51%
41 WEDGE CAPITAL MANAGEMENT L L P/NC 354,400 16,345,000 0.50%
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 342,300 15,787,000 0.48% Put
43 GABELLI FUNDS LLC 342,000 15,773,000 0.48%
44 NEW YORK STATE COMMON RETIREMENT FUND 334,154 15,411,000 0.47%
45 PRINCIPAL FINANCIAL GROUP INC 314,815 14,520,000 0.44%
46 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 312,023 14,391,000 0.44%
47 GUGGENHEIM CAPITAL LLC 302,988 13,973,000 0.43%
48 RENAISSANCE TECHNOLOGIES LLC 301,500 13,905,000 0.42%
49 BlackRock Investment Management, LLC 300,097 13,840,000 0.42%
50 KNOTT DAVID M 300,000 13,836,000 0.42%
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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.