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

Institutional Holders (2017Q2)
Portfolio Summary: 288 Institutional holders with a total value of $1,850,812,305.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 Zurcher Kantonalbank (Zurich Cantonalbank) 3,542 59,000 0.00%
252 Advisory Services Network, LLC 3,395 56,000 0.00%
253 UBS Group AG 3,300 55,000 0.00% Put
254 IndexIQ Advisors LLC 3,056 51,000 0.00%
255 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,811 46,000 0.00%
256 CUTLER GROUP LLC / CA 167,800 40,000 0.00% Call
257 QUADRANT CAPITAL GROUP LLC 2,163 35,000 0.00%
258 IFP ADVISORS, INC 2,133 35,000 0.00%
259 BRONFMAN E.L. ROTHSCHILD, L.P. 1,960 32,000 0.00%
260 AMERICAN NATIONAL BANK & TRUST 1,870 31,000 0.00%
261 FIRST INTERSTATE BANK 1,500 25,000 0.00%
262 NewEdge Advisors, LLC 1,484 23,492 0.00%
263 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,390 23,000 0.00%
264 WELLS FARGO & COMPANY/MN 29,500 18,000 0.00% Call
265 RESOURCES INVESTMENT ADVISORS, INC. 900 15,000 0.00%
266 ADVISOR GROUP, INC. 814 14,000 0.00%
267 Financial Architects, Inc 701 12,000 0.00%
268 GENEOS WEALTH MANAGEMENT INC. 670 11,000 0.00%
269 Shamrock Asset Management LLC 688 11,000 0.00%
270 CAPTRUST FINANCIAL ADVISORS 610 10,000 0.00%
271 NEXT Financial Group, Inc 515 9,000 0.00%
272 Weaver C. Barksdale & Associates, Inc. 432 7,000 0.00%
273 ENVESTNET ASSET MANAGEMENT INC 421 7,000 0.00%
274 BALENTINE LLC 299 5,000 0.00%
275 Winslow, Evans & Crocker, Inc. 290 4,794 0.00%
276 Independent Portfolio Consultants, Inc. 220 4,000 0.00%
277 Cable Hill Partners, LLC 253 4,000 0.00%
278 FERRIS CAPITAL, LLC 180 3,000 0.00%
279 SEI INVESTMENTS CO 195 3,000 0.00%
280 HAP Trading, LLC 28,300 3,000 0.00% Call
281 BDO WEALTH ADVISORS, LLC 180 3,000 0.00%
282 INTELLECTUS PARTNERS, LLC 99 2,000 0.00%
283 PARALLEL ADVISORS, LLC 141 2,000 0.00%
284 SEVENBRIDGE FINANCIAL GROUP, LLC 68 1,000 0.00%
285 Baystate Wealth Management LLC 30 1,000 0.00%
286 HERITAGE TRUST CO 40 1,000 0.00%
287 TORONTO DOMINION BANK 24 0 0.00%
288 GLENMEDE TRUST CO NA 6 0 0.00%
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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.