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

Institutional Holders (2015Q4)
Portfolio Summary: 262 Institutional holders with a total value of $1,776,582,365.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 8,494,175 166,995,000 9.40%
2 Capital Research Global Investors 6,698,000 131,683,000 7.41%
3 VANGUARD GROUP INC 4,925,170 96,829,000 5.45%
4 ALLIANCEBERNSTEIN L.P. 2,886,952 92,498,000 5.21%
5 CAUSEWAY CAPITAL MANAGEMENT LLC 3,835,774 90,608,000 5.10%
6 KGH Ltd 4,007,719 78,792,000 4.44%
7 STATE STREET CORP 3,313,480 65,141,000 3.67%
8 VAN ECK ASSOCIATES CORP 2,886,391 56,746,000 3.19%
9 Artisan Partners Limited Partnership 2,689,031 52,866,000 2.98%
10 HERNDON CAPITAL MANAGEMENT LLC 2,470,690 48,573,000 2.73%
11 BlackRock Fund Advisors 2,386,640 46,921,000 2.64%
12 BlackRock Institutional Trust Company, N.A. 2,098,259 41,252,000 2.32%
13 MACQUARIE GROUP LTD 1,986,682 39,058,000 2.20%
14 DIMENSIONAL FUND ADVISORS LP 1,759,773 34,589,000 1.95%
15 SIR Capital Management, L.P. 1,603,247 31,520,000 1.77%
16 First Pacific Advisors, LP 1,581,231 31,087,000 1.75%
17 MILLENNIUM MANAGEMENT LLC 1,387,769 27,284,000 1.54%
18 Caymus Capital Partners, L.P. 1,347,989 26,501,000 1.49%
19 PRICE T ROWE ASSOCIATES INC /MD/ 1,204,799 23,686,000 1.33%
20 GOLDMAN SACHS GROUP INC 1,103,630 21,698,000 1.22%
21 NORTHERN TRUST CORP 1,100,978 21,645,000 1.22%
22 BLACKROCK ADVISORS LLC 982,591 19,318,000 1.09%
23 CAMBIAR INVESTORS LLC 977,643 19,220,000 1.08%
24 DENVER INVESTMENT ADVISORS LLC 912,381 17,937,000 1.01%
25 Bank of New York Mellon Corp 785,903 15,452,000 0.87%
26 BANK OF AMERICA CORP /DE/ 688,757 13,540,000 0.76%
27 AQR CAPITAL MANAGEMENT LLC 653,186 12,842,000 0.72%
28 NORGES BANK 645,777 12,696,000 0.71%
29 MACKENZIE FINANCIAL CORP 626,000 12,307,000 0.69%
30 NEW YORK STATE COMMON RETIREMENT FUND 622,078 12,230,000 0.69%
31 ADVISORY RESEARCH INC 596,254 11,722,000 0.66%
32 FIRST TRUST ADVISORS LP 587,309 11,546,000 0.65%
33 RENAISSANCE TECHNOLOGIES LLC 583,200 11,466,000 0.65%
34 AMERIPRISE FINANCIAL INC 569,434 11,193,000 0.63%
35 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 547,557 10,765,000 0.61%
36 ELLIOTT MANAGEMENT CORP 460,600 9,055,000 0.51%
37 WEDGE CAPITAL MANAGEMENT L L P/NC 458,320 9,011,000 0.51%
38 SMITH ASSET MANAGEMENT GROUP LP 466,173 8,976,000 0.51%
39 GOLDMAN SACHS GROUP INC 413,600 8,131,000 0.46% Put
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 406,126 7,984,000 0.45%
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 400,369 7,871,000 0.44%
42 GEODE CAPITAL MANAGEMENT, LLC 399,748 7,859,000 0.44%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 369,100 7,257,000 0.41% Put
44 PALISADE CAPITAL MANAGEMENT, LP 359,678 7,071,000 0.40%
45 FRANKLIN RESOURCES INC 358,300 7,044,000 0.40%
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 346,500 6,812,000 0.38% Call
47 Perkins Investment Management, LLC 344,306 6,769,000 0.38%
48 BlackRock Investment Management, LLC 309,215 6,079,000 0.34%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 302,400 5,945,000 0.33%
50 UNITED SERVICES AUTOMOBILE ASSOCIATION 282,000 5,544,000 0.31%
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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.