SM Energy Company (SM) Bundle
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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