SM
SM Energy Co
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
SM Energy Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−1.83%
vs ±2.9% implied · ×0.62
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
SM Energy Co
40.38
News
Largest filed tie
—
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $1.0B | 16.76% | +2.21% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $402.6M | 6.58% | +1.25% | |
| 3 | Canada Pension Plan Investment BoardCanada Pension Plan Investment Board | $378.3M | 6.18% | 0.00% | |
| 4 | Aristeia CapitalAristeia Capital | $339.3M | 5.55% | +19.91% | |
| 5 | State StreetState Streetindex-like | $305.5M | 4.99% | −6.32% | |
| 6 | Vanguard Capital ManagementVanguardindex-like | $278.2M | 4.55% | +1.13% | |
| 7 | American Century CompaniesAmerican Century Companies | $233.2M | 3.81% | +0.14% | |
| 8 | Dimensional Fund AdvisorsDimensional | $213.4M | 3.49% | −18.22% | |
| 9 | Donald SmithDonald Smith | $199.6M | 3.26% | +6.09% | |
| 10 | Geode Capital ManagementGeodeindex-like | $163.7M | 2.68% | +10.03% | |
| 11 | Millennium ManagementMillennium | $117.3M | 1.92% | −10.72% | |
| 12 | FMRFMR | $99.1M | 1.62% | −5.48% | |
| 13 | Mackenzie FinancialMackenzie Financial | $95.9M | 1.57% | +37.26% | |
| 14 | JPMorgan ChaseJPMorgan Chase | $92.7M | 1.52% | −12.75% | |
| 15 | Morgan StanleyMorgan Stanley | $76.8M | 1.26% | −16.17% | |
| 16 | Charles Schwab Investment ManagementCharles Schwabindex-like | $75.5M | 1.23% | −0.23% | |
| 17 | Northern TrustNorthern Trustindex-like | $72.7M | 1.19% | +4.98% | |
| 18 | Delaware Management HoldingsDelaware | $70.9M | 1.16% | −7.69% | |
| 19 | InvescoInvesco | $63.5M | 1.04% | +113.91% | |
| 20 | NuveenNuveenindex-like | $60.6M | 0.99% | −1.70% | |
| 21 | Fuller & Thaler Asset ManagementFuller & Thaler | $59.5M | 0.97% | new | |
| 22 | Webs Creek Capital ManagementWebs Creek | $53.3M | 0.87% | +58.76% | |
| 23 | Goldman Sachs GroupGoldman Sachs | $50.0M | 0.82% | −20.40% | |
| 24 | Qube Research & TechnologiesQube Research & Technologies | $44.2M | 0.72% | +559.95% | |
| 25 | Bank of New York MellonBank of New York Mellonindex-like | $43.3M | 0.71% | +16.91% |
497 managers report $6.1B of SM Energy on form 13F for the quarter ended Jun 30 '26. 33 of them hold 80% of it; BlackRock is largest at 16.76%.
Expected move
Inputsstraddle ±9.4%
spot 40.38exp Nov 20ATM strike 40ATM straddle 4.47IV 58%