Guru Ownership Trend
Guru Analysis for SM Energy Company (SM)
SM Energy Company (SM), a key player in the Energy sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $136.88 M.
Top institutional holders include Steven Cohen and Ken Fisher.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $15.34 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 100.7%. Conversely, Ray Dalio reduced exposure by 90.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for SM Energy Company (SM)
Major holders include Steven Cohen ($26.07 M), Ken Fisher ($17.65 M), Paul Tudor Jones ($10.59 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.47 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $15.34 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited SM. The total reported sell value was $34.71 M.
Yes, 2 managers opened new positions in SM, and 5 increased their existing holdings. The total reported buy value was $19.37 M.
