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Dmitry Balyasny’s SM Energy SM Stock Holding History

Dmitry Balyasny’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,500,000
Closed -$44.4M – 2281
2017
Q3 		$44.4M Buy
+2,500,000
New +$39.1M 0.17% 161

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dmitry Balyasny's SM Position: Q2 2026 in Review

Dmitry Balyasny increased its SM Energy (SM) stake by 2,021% in Q2 2026, buying an estimated $24M and bringing the position to 839,539 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #674.

Dmitry Balyasny first reported a position in SM in Q2 2013 and has held it in 34 quarters since. The position peaked at $77.2M in Q2 2013. 496 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Dmitry Balyasny held 839,539 shares of SM Energy worth $21.9M as of Q2 2026.
  • Dmitry Balyasny bought 799,965 SM Energy shares in Q2 2026, an estimated $24M.
  • SM Energy made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #674 holding.
  • Dmitry Balyasny first reported a position in SM Energy in Q2 2013 and has held it in 34 quarters since.
  • Dmitry Balyasny's SM Energy position peaked at $77.2M in Q2 2013.
  • 496 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.