Ficha del valor · trimestre archivado
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
128Tenedores rastreados
+20Δ titulares
166.05MAcciones mantenidas
$5.18BValor declarado
+27Nuevas posiciones
−7Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +18.5% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +15.6%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 54.31K | $1.81M | n/a | n/a |
| Q2 2026 | 121 | -2 | 164.15M | $4.29B | +5 | −9 |
| Q1 2026 | 128 | +20 | 166.05M | $5.18B | +27 | −7 |
| Q4 2025 | 107 | -2 | 94.11M | $1.76B | +1 | −3 |
| Q3 2025 | 21 | +1 | 58.80M | $1.47B | +1 | n/a |
| Q2 2025 | 17 | +1 | 48.71M | $1.20B | +1 | n/a |
| Q1 2025 | 13 | -1 | 15.72M | $470.95M | n/a | −1 |
| Q4 2024 | 14 | +1 | 13.68M | $530.41M | +1 | n/a |
| Q3 2024 | 12 | 0 | 7.65M | $305.95M | n/a | n/a |
| Q2 2024 | 12 | n/a | 9.91M | $428.62M | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | Canada Pension Plan Investment Board | 14.49M | +2296.1% | $451.92M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 12.50M | +99.7% | $389.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 10.54M | n/a | $328.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | American Century Companies Inc | 8.92M | +88.4% | $278.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 5.70M | +109.4% | $177.72M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 5.03M | +77.5% | $156.93M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 10 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 12 | Nomura Asset Management… | 2.94M | +1.5% | $91.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Charles Schwab Investment… | 2.90M | +111.0% | $90.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Mackenzie Financial Corp | 2.68M | Nuevo | $83.46M | 0.1% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 21 | First Trust Advisors Lp | 1.29M | +72.8% | $40.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Gotham Asset Management ✦ | 1.23M | +11232.0% | $38.30M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 24 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 25 | Victory Capital Management Inc | 1.13M | +37.9% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Principal Financial Group Inc | 1.10M | +101.7% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 28 | Fisher Asset Management ✦ | 981.39K | +4.0% | $30.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 909.60K | +8355.9% | $28.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 772.24K | +42.3% | $24.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Rhumbline Advisers | 735.78K | +94.7% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Grantham, Mayo, Van Otterloo & Co.… | 716.92K | Nuevo | $22.35M | 0.1% | New | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 626.12K | +145.8% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Alyeska Investment Group, L.P. | 545.39K | -76.0% | $17.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | New York State Common Retirement… | 537.26K | +2.2% | $16.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Universal- Beteiligungs- und… | 535.53K | +47.6% | $16.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Hotchkis & Wiley Capital Management… | 504.88K | -10.6% | $15.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Tudor Investment Corp Et Al | 484.05K | -14.5% | $15.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Legal & General Group Plc | 476.14K | +67.7% | $14.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | California Public Employees… | 475.82K | +132.6% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 465.50K | +16.6% | $14.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Swiss National Bank | 424.23K | +87.1% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Barclays Plc | 418.55K | +44.7% | $13.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 44 | Creative Planning | 403.35K | +141.5% | $12.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Russell Investments Group, Ltd. | 383.18K | +53.0% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 46 | Baird Financial Group, Inc. | 383.18K | +25.6% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Sei Investments Co | 377.94K | +31.3% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Prudential Financial Inc | 317.05K | +125.1% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 313.53K | +129.2% | $9.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 50 | Adage Capital Partners ✦ | 300.00K | Nuevo | $9.35M | 0.0% | New | 1 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 280.82K | +139.5% | $8.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 256.35K | Nuevo | $7.99M | 0.0% | New | 1 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 252.11K | +18.4% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 54 | California State Teachers… | 250.38K | +127.8% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Arrowstreet Capital ✦ | 247.82K | Nuevo | $7.73M | 0.0% | New | 1 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 406.66K | +218.8% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mitsubishi UFJ Trust & Banking Corp | 243.88K | +112.8% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Deutsche Bank Ag\ | 236.93K | +118.8% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 59 | Focus Partners Wealth | 214.97K | Nuevo | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 60 | Man Group plc | 202.16K | +1313.2% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Holocene Advisors, LP | 191.32K | +64.0% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Raymond James Financial Inc | 186.78K | +11.1% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 183.96K | +226.9% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 166.15K | +95.8% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 65 | LPL Financial LLC | 161.99K | +283.1% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Marshall Wace ✦ | 160.75K | Nuevo | $5.01M | 0.0% | New | 1 | SEC ↗ ×2 |
| 67 | Citigroup Inc | 137.91K | +280.1% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | Massachusetts Financial Services Co… | 137.16K | +79.6% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Janus Henderson Group Plc | 124.44K | +174.3% | $3.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 113.44K | +39.7% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 108.21K | +196.2% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 72 | Cetera Investment Advisers | 108.02K | +405.7% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | IMC-Chicago, LLC | 105.93K | +815.0% | $3.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Voya Investment Management Llc | 105.72K | +27.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Corient Private Wealth LP | 106.34K | +224.3% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 101.62K | +281.9% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Manufacturers Life Insurance… | 98.03K | +85.6% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 94.11K | +112.1% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 79 | Zurcher Kantonalbank (Zurich… | 87.70K | +170.4% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fifth Third Bancorp | 77.82K | +6620.0% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Assenagon Asset Management S.A. | 77.63K | Nuevo | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 82 | Mariner, LLC | 65.39K | Nuevo | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 83 | Lazard Asset Management Llc | 61.80K | +224.9% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Group One Trading Llc | 60.10K | +11753.9% | $1.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Hsbc Holdings Plc | 59.23K | -85.4% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 86 | Bnp Paribas Financial Markets | 55.08K | -18.3% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Boston Partners | 50.18K | -61.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Us Bancorp \De\ | 48.82K | +17.6% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 89 | State Board Of Administration Of… | 44.95K | +58.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Balyasny Asset Management L.P. | 39.57K | -97.8% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Walleye Trading LLC | 38.75K | +198.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | ProShare Advisors LLC | 38.56K | +73.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 38.09K | Nuevo | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 37.06K | +73.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 95 | Pictet Asset Management Holding SA | 36.74K | +95.2% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 36.11K | Nuevo | $1.13M | 0.0% | New | 1 | SEC ↗ ×2 |
| 97 | BROOKFIELD Corp /ON/ | 32.02K | Nuevo | $998,259 | 0.0% | New | 1 | SEC ↗ |
| 98 | Jones Financial Companies Lllp | 29.93K | +1272.2% | $979,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 26.40K | -92.2% | $823,121 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 25.41K | +118.8% | $792,347 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Mackenzie Financial Corp | $83.46M | 0.1% |
| Grantham, Mayo, Van Otterloo… | $22.35M | 0.1% |
| Adage Capital Partners | $9.35M | 0.0% |
| Qube Research & Technologies… | $7.99M | 0.0% |
| Arrowstreet Capital | $7.73M | 0.0% |
| Focus Partners Wealth | $6.70M | 0.0% |
| Marshall Wace | $5.01M | 0.0% |
| Assenagon Asset Management… | $2.42M | 0.0% |
| Mariner, LLC | $2.04M | 0.0% |
| Wealth Enhancement Advisory… | $1.17M | 0.0% |
| Neuberger Berman Group LLC | $1.13M | 0.0% |
| BROOKFIELD Corp /ON/ | $998,259 | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $26.42M | era 0.0% |
| Point72 Asset Management | $26.07M | era 0.0% |
| Connor, Clark & Lunn… | $5.18M | era 0.0% |
| Two Sigma Investments | $4.97M | era 0.0% |
| Aberdeen Group plc | $4.54M | era 0.0% |
| Healthcare Of Ontario Pension… | $1.10M | era 0.0% |
| Bridgewater Associates | $888,512 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 509 tenedores, 223.04M acciones, $6.87B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 10
Venkatraman Ashwin
Director · 3.65K acc. · $139,722
Aug 21
Lebeck James Barker
Officer · 17.50K acc. · $647,850
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 14
SC 13G: ARISTEIA CAPITAL, L.L.C.
Aug 07
SC 13G: STATE STREET CORP
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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