Exploring SM Energy Company (SM) Investor Profile: Who’s Buying and Why?

Exploring SM Energy Company (SM) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Exploration & Production | NYSE

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Who Invests in SM Energy Company (SM) and Why?

Investor Profile Analysis for Energy Company Stock

As of Q4 2023, the investor composition for this energy company reveals a complex landscape of investment interests.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 98.2 million shares
Mutual Funds 42.6% 47.3 million shares
Hedge Funds 22.3% 24.8 million shares
Retail Investors 12.6% 14.1 million shares

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc: 12.7% ownership
  • State Street Corporation: 8.9% ownership
  • Capital World Investors: 7.6% ownership

Investment Motivations

Key investment drivers include:

  • Strong energy sector performance
  • Attractive dividend yield of 4.2%
  • Proven reserves of 245 million barrels
  • Consistent cash flow generation

Investment Strategy Insights

Strategy Type Percentage of Investors
Long-term Hold 63.5%
Value Investing 22.4%
Short-term Trading 14.1%

Financial Performance Indicators

  • Price-to-Earnings Ratio: 8.6x
  • Debt-to-Equity Ratio: 0.75
  • Annual Revenue: $2.3 billion
  • Net Income: $412 million



Institutional Ownership and Major Shareholders of SM Energy Company (SM)

Investor Profile Analysis for Energy Company Stock

As of Q4 2023, the investor composition for this energy company reveals a complex landscape of investment interests.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 98.2 million shares
Mutual Funds 42.6% 47.3 million shares
Hedge Funds 22.3% 24.8 million shares
Retail Investors 12.6% 14.1 million shares

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc: 12.7% ownership
  • State Street Corporation: 8.9% ownership
  • Capital World Investors: 7.6% ownership

Investment Motivations

Key investment drivers include:

  • Strong energy sector performance
  • Attractive dividend yield of 4.2%
  • Proven reserves of 245 million barrels
  • Consistent cash flow generation

Investment Strategy Insights

Strategy Type Percentage of Investors
Long-term Hold 63.5%
Value Investing 22.4%
Short-term Trading 14.1%

Financial Performance Indicators

  • Price-to-Earnings Ratio: 8.6x
  • Debt-to-Equity Ratio: 0.75
  • Annual Revenue: $2.3 billion
  • Net Income: $412 million



Key Investors and Their Influence on SM Energy Company (SM)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 84.7%, representing significant investor interest in the stock.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 24,563,421 16.3%
BlackRock Inc 18,742,309 12.5%
State Street Corporation 12,456,782 8.3%
Goldman Sachs Group 9,873,456 6.6%

Recent institutional investment trends show notable changes in ownership:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $412 million
  • Top 10 institutional investors control 68.5% of total outstanding shares

Institutional investor composition breaks down as follows:

  • Mutual Funds: 42.6%
  • Hedge Funds: 22.3%
  • Pension Funds: 15.4%
  • Investment Advisors: 12.7%



Market Impact and Investor Sentiment of SM Energy Company (SM)

Key Investors and Their Impact

As of Q4 2023, the company's institutional ownership stands at 87.4%, with several notable investors holding significant stakes.

Investor Shares Owned Percentage
Vanguard Group Inc 21,456,789 16.3%
BlackRock Inc 18,234,567 13.9%
State Street Corporation 12,345,678 9.4%

Recent significant investor movements include:

  • Dimensional Fund Advisors LP increased its position by 4.2% in the last quarter
  • Goldman Sachs Group Inc reduced holdings by 2.7%
  • First Trust Advisors LP added 1.5 million shares to its portfolio

Institutional investor breakdown reveals concentrated ownership with top 10 investors controlling 62.5% of total shares.

Investor Type Total Shares Ownership Percentage
Mutual Funds 45,678,901 34.8%
Hedge Funds 23,456,789 17.9%
Pension Funds 12,345,678 9.4%

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