SMERY

Siemens Energy AG Spon Adr

+$24.5M

Net Activity

Institutions Holding

18

Popularity Rank

#8457

Avg Weight

0.31%

Total Value

$24.5M

Ownership Trend

18 institutions currently hold SMERY, with 18 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

18

Key Holders

Key Holders

Top 5 by Value

BG
Bessemer Group INC
$10.0M
L&
L & S Advisors Inc
$4.4M
TF
Telligent Fund, LP
$2.5M
PW
Pinnacle Wealth Management Advisory Group, LLC
$2.1M
RA
Rhumbline Advisers
$2.0M

Top 5 by Conviction

TF
Telligent Fund, LP
2.70%
MA
Myriad Asset Management US LP
1.41%
L&
L & S Advisors Inc
0.56%
HA
Hallstatt Advisors L.p.
0.28%
BO
Bank of Marin
0.22%
View all 18 holding institutions

Quarterly Activity

Recent Activity

+$24.5M

Total Buy Value

$0.0

Total Sell Value

New buy18
Trim0
Add0
Sold out0

18

Net Buyers

0

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIEMENS ENERGY AG SPON ADR (SMERY)?
Major stakeholders currently include Bessemer Group INC ($10.0M), L & S Advisors Inc ($4.4M), Telligent Fund, LP ($2.5M). Based on the latest 13F filings, there are a total of 18 tracked investment funds and institutions maintaining positions in SMERY.
What is the overall institutional sentiment toward SMERY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $24.5M, driven by 18 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their SMERY positions?
In the latest period, no tracked funds trimmed or exited their positions in SMERY.
Are there any notable investors adding SMERY to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $24.5M.

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