Boston Partners - SM ENERGY CO ownership

SM ENERGY CO's ticker is SM and the CUSIP is 78454L100. A total of 240 filers reported holding SM ENERGY CO in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Boston Partners ownership history of SM ENERGY CO
ValueSharesWeighting
Q3 2023$3,188,720
+14.8%
80,420
-8.4%
0.00%0.0%
Q2 2023$2,777,686
+15.0%
87,796
+2.4%
0.00%
+33.3%
Q1 2023$2,414,490
-41.3%
85,742
-27.4%
0.00%
-50.0%
Q4 2022$4,113,740
-7.0%
118,109
+0.4%
0.01%0.0%
Q3 2022$4,423,000
+115.2%
117,611
+95.7%
0.01%
+100.0%
Q2 2022$2,055,000
-70.0%
60,094
-65.9%
0.00%
-62.5%
Q1 2022$6,857,000
+156.4%
176,056
+94.1%
0.01%
+166.7%
Q4 2021$2,674,000
-27.9%
90,693
-35.5%
0.00%
-40.0%
Q3 2021$3,708,000
+6.1%
140,569
-1.0%
0.01%
+25.0%
Q2 2021$3,496,000
+34.9%
141,938
-10.4%
0.00%
+33.3%
Q1 2021$2,592,000
-85.8%
158,370
-32.9%
0.00%
-93.2%
Q3 2013$18,210,000
-53.9%
235,904
-64.2%
0.04%
-59.6%
Q2 2013$39,499,000658,5280.11%
Other shareholders
SM ENERGY CO shareholders Q3 2021
NameSharesValueWeighting ↓
DUDLEY & SHANLEY, INC. 270,450$19,280,0003.92%
LATHROP INVESTMENT MANAGEMENT CORP 114,188$8,140,0003.25%
HERNDON CAPITAL MANAGEMENT LLC 2,772,054$197,619,729,0002.52%
SIR Capital Management, L.P. 221,260$15,774,0002.42%
KNOTT DAVID M 160,000$11,406,400,0002.18%
NEW AMSTERDAM PARTNERS LLC/NY 408,102$29,094,0001.99%
TCI Wealth Advisors, Inc. 41,519$2,960,0001.93%
Alta Advisers Ltd 77,254$5,507,0001.84%
Caymus Capital Partners, L.P. 40,335$2,875,0001.75%
Waldron Private Wealth LLC 35,552$2,534,502,0001.23%
View complete list of SM ENERGY CO shareholders