Sm energy co SM.US Whale Interest Analysis

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SM Whale Interest Score

3

24

15

Stable Holding
  • AI analysis rates SM with  a medium whale interest score of 3.
  • The  significant concentrated ownership leads to more stable long-term growth.
  • Institutions have  started selling.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: None
    • Selling: Bridgewater Associates, LP, Renaissance Technologies LLC, and Caxton Associates LP

SM Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)-$39.28M

Capital Inflow

$369.62M

Accumulator : 166 $296.63M
Initiator : 67 $72.99M

Capital Outflow

$408.90M

Reducer : 177 $327.65M
Liquidator : 65 $81.25M

SM Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of SM

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

718.96 K-3%

2024Q3Shares

738.76 K-38%

2024Q2Shares

1.19 M-29%

2024Q1Shares

1.67 M-2%

SM Insider Transactions

According to the statistics, a total of 3 insiders have conducted stock transactions in the past year, with a total of 6 trades. All trades were buying transactions (with a total of 14.50K shares purchased).

SM Top 5 Insider Shareholders

Top 10 High Relevance to SM Whale Interest Score