SM Energy Co - com (SM)

CUSIP: 792228108

Q2 2017 13F Holders as of 30 Jun 2017

Share change
+203,000
SEC-reported price per share
$16.27
Number of holders
2
Value change
+$3,356,000
Number of buys
1

Security key

792228108

Report period

Q2 2017

Institutions

2

Top holders

2

Ownership snapshot

Top reported holders of SM - SM Energy Co - com (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
0/15
Latest evidence
31 Mar 2017
13F Highest disclosed value: $210,889,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

VANGUARD GROUP INC has the largest disclosed position value at $210.89M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
Disclosed position value Top 5
VANGUARD GROUP INC $210.89M
BlackRock Finance, Inc. $206.68M
CAUSEWAY CAPITAL MANAGEMENT LLC $189.8M
FMR LLC $171.65M
Capital Research Global Investors $166.31M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$210,889,000
8,779,746 shares
— 31 Mar 2017
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$206,682,000
8,604,604 shares
— 31 Mar 2017
CAUSEWAY CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$189,801,000
6,909,664 shares
— 31 Mar 2017
FMR LLC
13F
Company
13F
—
denominator unverified
$171,647,000
7,145,982 shares
— 31 Mar 2017
Capital Research Global Investors
13F
Company
13F
—
denominator unverified
$166,309,000
6,923,765 shares
— 31 Mar 2017
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$129,271,000
5,381,803 shares
— 31 Mar 2017
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2017

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
2
Shares
203,500
Rows available
2
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2017 vs Q1 2017 Across Filers

Q1 2017 holders
1
Q2 2017 holders
2
Holder diff
1
Investor Q1 2017 Shares Q2 2017 Shares Share Diff Share Chg % Q1 2017 value Q2 2017 value Value change Value Chg %
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