SM · Insider trading · 13F holders · Congress trades
SM Energy Co (SM)
Who is buying and selling SM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $788K
- Congress trades, 12 months
- 2
SM at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 2 SM insiders filed 2 sales worth $788K on SEC Form 4, and no open-market purchases.
- 27 13F filers hold SM among their 50 largest positions, worth $805.0M combined. The biggest bets by portfolio weight are Fearnley Asset Management As (14.0%), Aristeia Capital, L.l.c. (11.3%) and Webs Creek Capital Management LP (10.1%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- Members of Congress have disclosed 2 SM trades since 2022, 1 purchase and 1 sale in the past year; the latest was Chris Jacobs (R-NY), selling $1K–15K on Jul 18, 2022.
- SM last closed at $39.58 on Oct 29, 2026.
SM insider trading
Between Aug 1, 2026 and Oct 29, 2026, 2 SM insiders filed 2 sales worth $788K on SEC Form 4, and no open-market purchases.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Sep 11, 2026 | Venkatraman Ashwin | Director | Sale | 3,650 | $38.28 | $140K | SEC |
| Aug 24, 2026 | Lebeck James Barker | EVP, GC & Corp Secretary | Sale | 17,500 | $37.02 | $648K | SEC |
Who owns SM? Hedge funds and superinvestors
27 13F filers hold SM among their 50 largest positions, worth $805.0M combined. The biggest bets by portfolio weight are Fearnley Asset Management As (14.0%), Aristeia Capital, L.l.c. (11.3%) and Webs Creek Capital Management LP (10.1%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Aristeia Capital, L.l.c.Asset manager | 11.3% | $339.3M | 13,000,649 | +19.9% shares | Q2 2026 |
| Donald Smith & Co., Inc.Hedge fund | 3.5% | $199.6M | 7,647,594 | +6.1% shares | Q2 2026 |
| Webs Creek Capital Management LPHedge fund | 10.1% | $53.3M | 2,040,529 | +58.8% shares | Q2 2026 |
| Fearnley Asset Management AsHedge fund | 14.0% | $39.1M | 1,496,537 | +7.7% shares | Q2 2026 |
| Encompass Capital Advisors LLCHedge fund | 1.6% | $37.8M | 1,448,061 | +107.5% shares | Q2 2026 |
| Aegis Financial CorpMutual fund manager | 3.2% | $20.3M | 778,851 | +41.2% shares | Q2 2026 |
| Corigliano Investment Advisers, LLCWealth manager | 6.8% | $17.5M | 560,000 | +21.0% shares | Q1 2026 |
| Sagefield Capital LPHedge fund | 1.3% | $17.0M | 652,363 | +32.8% shares | Q2 2026 |
| Goehring & Rozencwajg Associates, LLCMutual fund manager | 0.8% | $13.4M | 513,406 | +5.3% shares | Q2 2026 |
| Whitebox Advisors LLCHedge fund | 0.6% | $13.0M | 496,601 | -17.5% shares | Q2 2026 |
| Pekin Hardy Strauss, Inc.Wealth manager | 1.1% | $12.7M | 485,033 | +3.2% shares | Q2 2026 |
| Moody Aldrich Partners LLCAsset manager | 1.5% | $7.7M | 229,073 | — | Q3 2026 |
| Truffle Hound Capital, LLCHedge fund | 3.9% | $6.3M | 240,000 | +0.0% shares | Q2 2026 |
| Plustick Management LLCHedge fund | 2.5% | $5.9M | 225,000 | +7.1% shares | Q2 2026 |
| CoreCommodity Management, LLCMutual fund manager | 0.8% | $4.0M | 152,802 | -27.5% shares | Q2 2026 |
| Tiptree Advisors, LLCInstitutional asset manager | 1.9% | $3.1M | 120,000 | -50.0% shares | Q2 2026 |
| Collar Capital Management, LLCWealth manager | 1.6% | $2.7M | 80,676 | +1.3% shares | Q3 2026 |
| Expect Equity LLCHedge fund | 1.6% | $2.5M | 95,806 | +0.0% shares | Q2 2026 |
| Ironwood Investment Management LLCWealth manager | 0.7% | $2.1M | 81,890 | -14.2% shares | Q2 2026 |
| Tanglewood Legacy Advisors, LLCWealth manager | 0.6% | $1.9M | 74,323 | +0.0% shares | Q2 2026 |
| Saxon Interests, Inc.Wealth manager | 0.4% | $1.3M | 38,276 | — | Q3 2026 |
| Smh Capital Advisors IncInstitutional asset manager | 4.8% | $1.3M | 37,400 | +0.0% shares | Q3 2026 |
| Unifi Asset Management LPHedge fund | 0.8% | $1.1M | 42,890 | +8.4% shares | Q2 2026 |
| Commons Capital, LLCWealth manager | 0.5% | $783K | 30,000 | — | Q2 2026 |
| Pickering Energy Partners LPHedge fund | 1.7% | $613K | 23,500 | +56.7% shares | Q2 2026 |
| nVerses Capital, LLCHedge fund | 0.8% | $501K | 19,188 | — | Q2 2026 |
| Capital Counsel Llc/nyAsset manager | 0.0% | $311K | 11,905 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 22, Q1 2026: 1). Screen SM in the grand portfolio →
SM stock trades by members of Congress
Members of Congress have disclosed 2 SM trades since 2022, 1 purchase and 1 sale in the past year; the latest was Chris Jacobs (R-NY), selling $1K–15K on Jul 18, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 9, 2022 | Chris JacobsR-NY · House | Sale | $1K–15K | Jul 18, 2022 | +20.3% |
| May 19, 2022 | Chris JacobsR-NY · House | Buy | $1K–15K | Apr 11, 2022 | +2.6% |
SM questions and answers
Are insiders buying SM stock?
Between Aug 1, 2026 and Oct 29, 2026, 2 SM insiders filed 2 sales worth $788K on SEC Form 4, and no open-market purchases.
Which hedge funds own SM?
27 13F filers hold SM among their 50 largest positions, worth $805.0M combined. The biggest bets by portfolio weight are Fearnley Asset Management As (14.0%), Aristeia Capital, L.l.c. (11.3%) and Webs Creek Capital Management LP (10.1%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded SM?
Members of Congress have disclosed 2 SM trades since 2022, 1 purchase and 1 sale in the past year; the latest was Chris Jacobs (R-NY), selling $1K–15K on Jul 18, 2022.
Who is the largest holder of SM?
Among 13F filers, Aristeia Capital, L.l.c. reports the largest SM position, $339.3M (13,000,649 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Fearnley Asset Management As's: 14.0% of its portfolio.
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