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

Institutional Holders (2015Q3)
Portfolio Summary: 293 Institutional holders with a total value of $2,485,850,232.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 7,072,871 226,615,000 9.12%
2 ALLIANCEBERNSTEIN L.P. 5,699,241 182,604,000 7.35%
3 VANGUARD GROUP INC 4,637,757 148,594,000 5.98%
4 Artisan Partners Limited Partnership 3,096,052 99,197,000 3.99%
5 VAN ECK ASSOCIATES CORP 3,076,372 98,567,000 3.97%
6 HERNDON CAPITAL MANAGEMENT LLC 2,745,523 87,967,000 3.54%
7 CAUSEWAY CAPITAL MANAGEMENT LLC 2,114,322 83,638,000 3.36%
8 STATE STREET CORP 2,319,354 74,311,000 2.99%
9 BlackRock Fund Advisors 2,307,632 73,937,000 2.97%
10 BlackRock Institutional Trust Company, N.A. 2,160,411 69,220,000 2.78%
11 PRICE T ROWE ASSOCIATES INC /MD/ 2,013,135 64,501,000 2.59%
12 MILLENNIUM MANAGEMENT LLC 1,956,621 62,690,000 2.52%
13 DIMENSIONAL FUND ADVISORS LP 1,804,652 57,812,000 2.33%
14 KGH Ltd 1,735,212 55,596,000 2.24%
15 MACQUARIE GROUP LTD 1,453,408 46,567,000 1.87%
16 First Pacific Advisors, LP 1,203,451 38,559,000 1.55%
17 Caymus Capital Partners, L.P. 1,191,889 38,188,000 1.54%
18 NORTHERN TRUST CORP 1,007,632 32,284,000 1.30%
19 SIR Capital Management, L.P. 988,300 31,665,000 1.27%
20 COLUMBIA WANGER ASSET MANAGEMENT LLC 947,443 30,356,000 1.22%
21 BLACKROCK ADVISORS LLC 927,388 29,714,000 1.20%
22 GOLDMAN SACHS GROUP INC 921,951 29,539,000 1.19%
23 PRINCIPAL FINANCIAL GROUP INC 868,092 27,814,000 1.12%
24 Bank of New York Mellon Corp 840,598 26,933,000 1.08%
25 NORGES BANK 645,777 20,691,000 0.83%
26 BANK OF AMERICA CORP /DE/ 645,267 20,675,000 0.83%
27 AMERIPRISE FINANCIAL INC 550,917 17,651,000 0.71%
28 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 510,413 16,354,000 0.66%
29 MACKENZIE FINANCIAL CORP 505,000 16,180,000 0.65%
30 Ninety One UK Ltd 476,488 15,267,000 0.61%
31 SMITH ASSET MANAGEMENT GROUP LP 468,726 15,045,000 0.61%
32 ELLIOTT MANAGEMENT CORP 460,600 14,758,000 0.59%
33 ADVISORY RESEARCH INC 453,903 14,543,000 0.59%
34 RENAISSANCE TECHNOLOGIES LLC 439,100 14,069,000 0.57%
35 DENVER INVESTMENT ADVISORS LLC 438,779 14,058,000 0.57%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 427,100 13,684,000 0.55% Call
37 NEW YORK STATE COMMON RETIREMENT FUND 414,024 13,265,000 0.53%
38 GOLDMAN SACHS GROUP INC 413,000 13,233,000 0.53% Put
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 411,655 13,190,000 0.53%
40 GEODE CAPITAL MANAGEMENT, LLC 396,185 12,693,000 0.51%
41 Perkins Investment Management, LLC 394,109 12,627,000 0.51%
42 WEDGE CAPITAL MANAGEMENT L L P/NC 357,500 11,454,000 0.46%
43 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 357,230 11,446,000 0.46%
44 PALISADE CAPITAL MANAGEMENT, LP 346,011 11,086,000 0.45%
45 GABELLI FUNDS LLC 342,000 10,958,000 0.44%
46 HBK INVESTMENTS L P 334,594 10,720,000 0.43%
47 FIRST TRUST ADVISORS LP 325,747 10,437,000 0.42%
48 AQR CAPITAL MANAGEMENT LLC 317,055 10,158,000 0.41%
49 Douglass Winthrop Advisors, LLC 304,865 9,768,000 0.39%
50 JPMORGAN CHASE & CO 299,939 9,610,000 0.39%
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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.