SandRidge Energy Inc (SD) Ownership

14.41 ↓0.15 (-1.00%)

As of April 29, 2024, 10:40am EST.

Institutions
Mutual Funds

Institutional Ownership

ICAHN CARL C is the biggest individual institutional holder of SandRidge Energy Inc (SD), owning a total of 4.8 million shares. Combined, the top 35 institutional holders of SD own 61.79% of the company with a total of 22.9 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders increased their combined ownership of SD by 381 thousand shares. 13 institutions bought 1,138,461 total additional shares and increased their ownership by an average of 19.35%. However 6 institutions sold 757,315 total shares and decreased their ownership by an average of 17.86%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SandRidge Energy increased by a net total of 381,146 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ICAHN CARL C	12.989%	0.000%	4,818,832	0	2023-12-31
Vanguard Group Inc	5.172%	13.981%	1,918,892	235,372	2023-12-31
BlackRock Inc	4.593%	-0.441%	1,703,862	-7,539	2023-12-31
Renaissance Technologies Corp	3.692%	8.541%	1,369,912	107,800	2023-12-31
Dimensional Fund Advisors, Inc.	3.398%	0.355%	1,260,638	4,463	2023-12-31
First Wilshire Securities Mgmt Inc (CA)	3.174%	-4.157%	1,177,590	-51,081	2023-12-31
Soviero Asset Management, LP	2.348%	-34.015%	871,000	-449,000	2023-12-31
Geode Capital Management, LLC	1.828%	5.344%	678,233	34,408	2023-12-31
State Street Corporation	1.737%	9.452%	644,504	55,658	2023-12-31
American Century Companies Inc	1.426%	11.164%	529,018	53,129	2023-12-31
Bank of New York Mellon Corp	1.395%	66.534%	517,639	206,809	2023-12-31
Morgan Stanley - Brokerage Accounts	0.975%	119.869%	361,749	197,220	2023-12-31
Northern Trust Corp	0.832%	5.603%	308,572	16,371	2023-12-31
Invenomic Capital Management, LP	0.819%	-0.417%	303,691	-1,272	2023-12-31
Bridgeway Capital Management, LLC	0.781%	6.259%	289,707	17,064	2023-12-31
First Trust Advisors L.P.	0.745%	2.552%	276,256	6,875	2023-12-31
Charles Schwab Investment Management Inc	0.664%	1.904%	246,147	4,599	2023-12-31
STANSBERRY ASSET MANAGEMENT, LLC	0.536%	0.000%	198,693	198,693	2023-12-31
BCJ Capital Management, LLC	0.534%	-51.578%	198,019	-210,923	2023-12-31
Brandywine Global Investment Mgmt LLC	0.510%	-16.549%	189,100	-37,500	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ICAHN CARL C	12.989%	0.000%	4,818,832	0	2023-12-31
Vanguard Group Inc	5.172%	13.981%	1,918,892	235,372	2023-12-31
BlackRock Inc	4.593%	-0.441%	1,703,862	-7,539	2023-12-31
Renaissance Technologies Corp	3.692%	8.541%	1,369,912	107,800	2023-12-31
Dimensional Fund Advisors, Inc.	3.398%	0.355%	1,260,638	4,463	2023-12-31
First Wilshire Securities Mgmt Inc (CA)	3.174%	-4.157%	1,177,590	-51,081	2023-12-31
Soviero Asset Management, LP	2.348%	-34.015%	871,000	-449,000	2023-12-31
FMR Inc	2.047%	-37.217%	754,626	-447,336	2022-09-30
Geode Capital Management, LLC	1.828%	5.344%	678,233	34,408	2023-12-31
State Street Corporation	1.737%	9.452%	644,504	55,658	2023-12-31
American Century Companies Inc	1.426%	11.164%	529,018	53,129	2023-12-31
Bank of New York Mellon Corp	1.395%	66.534%	517,639	206,809	2023-12-31
Cannell Capital LLC	1.136%	-47.112%	419,248	-373,460	2022-12-31
Royal Bank of Canada	1.102%	31.659%	406,816	97,824	2022-12-31
Thompson, Siegel & Walmsley LLC	1.077%	9.724%	399,518	35,407	2023-06-30
Morgan Stanley - Brokerage Accounts	0.975%	119.869%	361,749	197,220	2023-12-31
Amvescap Plc.	0.966%	-43.181%	356,316	-270,793	2022-12-31
Lloyd Harbor Capital Management, LLC	0.936%	0.000%	347,074	0	2023-09-30
Acadian Asset Management LLC	0.929%	-3.550%	342,595	-12,610	2022-09-30
Steamboat Capital Partners, LLC	0.886%	1.969%	326,873	6,311	2022-12-31
Goldman Sachs Group Inc	0.886%	49.028%	326,637	107,458	2022-09-30
Northern Trust Corp	0.832%	5.603%	308,572	16,371	2023-12-31
Hillsdale Investment Management Inc.	0.827%	7,542.500%	305,700	301,700	2023-03-31
Invenomic Capital Management, LP	0.819%	-0.417%	303,691	-1,272	2023-12-31
Bridgeway Capital Management, LLC	0.781%	6.259%	289,707	17,064	2023-12-31
First Trust Advisors L.P.	0.745%	2.552%	276,256	6,875	2023-12-31
D. E. Shaw & Co LP	0.692%	-35.581%	255,665	-141,216	2023-03-31
Charles Schwab Investment Management Inc	0.664%	1.904%	246,147	4,599	2023-12-31
Assenagon Asset Management SA	0.614%	20.396%	226,476	38,367	2023-03-31
AQR Capital Management LLC	0.538%	32.505%	199,622	48,969	2023-09-30
STANSBERRY ASSET MANAGEMENT, LLC	0.536%	0.000%	198,693	198,693	2023-12-31
BCJ Capital Management, LLC	0.534%	-51.578%	198,019	-210,923	2023-12-31
Stifel Financial Corp	0.535%	0.000%	197,707	197,707	2023-06-30
Brandywine Global Investment Mgmt LLC	0.510%	-16.549%	189,100	-37,500	2023-12-31
Fuller & Thaler Asset Management Inc	0.479%	-0.087%	177,105	-155	2023-03-31

Mutual Fund Ownership

First Wilshire US SCV Equities SMA is the biggest individual fund holder of SandRidge Energy Inc (SD), owning a total of 1 million shares. Combined, the top 38 mutual fund holders of SD own 32.16% of the company with a total of 11.9 million shares.

In the latest ownership report on March 31st 2024, the top 38 fund holders increased their combined ownership of SD by 11 thousand shares. 2 funds bought 15,236 total additional shares and increased their ownership by an average of 2.42%. However 1 funds sold 3,782 total shares and decreased their ownership by an average of 2.18%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding SandRidge Energy increased by a net total of 11,454 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.320%	1.836%	489,659	8,830	2024-03-31
SAM All-Weather	0.594%	2.994%	220,339	6,406	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.544%	0.000%	201,630	0	2024-03-31
First Trust Natural Gas ETF	0.514%	0.000%	190,698	0	2024-03-31
Vanguard Energy ETF	0.457%	-2.181%	169,637	-3,782	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
First Wilshire US SCV Equities SMA	2.719%	-4.819%	1,008,812	-51,081	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.525%	0.000%	933,349	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.516%	0.000%	933,349	0	2024-02-29
Fidelity Special Situations Series F	2.036%	-23.587%	750,618	-231,700	2022-09-30
iShares Russell 2000 ETF	1.531%	0.000%	567,830	0	2024-03-28
Avantis US Small Cap Value ETF	1.488%	0.000%	552,111	0	2024-03-29
Vanguard Institutional Extnd Mkt Idx Tr	1.320%	1.836%	489,659	8,830	2024-03-31
Vanguard Extended Market Index Investor	1.199%	1.791%	443,371	7,800	2023-08-31
Invesco DWA SmallCap Momentum ETF	1.076%	1.258%	396,907	4,932	2023-03-31
Avantis® U.S. Small Cap Value ETF	1.047%	0.000%	386,939	0	2023-07-29
Invesco DWA Energy Momentum ETF	0.997%	0.000%	367,465	0	2022-12-31
Hillsdale US Small Cap Eq Fund Srs A U$	0.985%	-12.107%	363,000	-50,000	2022-03-31
Fidelity Small Cap Index	0.862%	0.000%	319,611	0	2024-01-31
Fidelity® Small Cap Index	0.826%	3.091%	306,420	9,186	2023-10-31
DFA US Targeted Value I	0.697%	6.547%	258,665	15,893	2024-02-29
DFA US Small Cap I	0.603%	0.000%	223,703	0	2024-02-29
iShares Russell 2000 Growth ETF	0.603%	0.000%	222,570	0	2023-06-21
SAM All-Weather	0.594%	2.994%	220,339	6,406	2024-03-31
iShares Russell 2000 Value ETF	0.592%	0.000%	219,574	0	2024-03-28
EA Bridgeway Omni Small-Cap Value ETF	0.551%	0.000%	204,557	0	2024-03-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.544%	0.000%	201,630	0	2024-03-31
First Trust Natural Gas ETF	0.514%	0.000%	190,698	0	2024-03-31
Invenomic Institutional	0.505%	-32.837%	187,341	-91,592	2024-01-31
Fidelity Extended Market Index	0.488%	3.160%	180,892	5,541	2024-02-29
Fuller & Thaler Micro-Cap Core	0.480%	0.825%	177,260	1,450	2022-12-31
Fuller & Thaler Behavrl Micro-Cap Core	0.462%	0.000%	171,280	0	2023-11-30
Fidelity® Extended Market Index	0.462%	1.802%	171,240	3,031	2023-11-30
Vanguard Energy ETF	0.457%	-2.181%	169,637	-3,782	2024-03-31
FullerThaler Behavioral Micro-Cap Core	0.449%	-2.802%	166,480	-4,800	2024-02-29
DFA US Small Cap Value I	0.428%	4.564%	158,615	6,923	2024-02-29
WisdomTree US SmallCap Dividend ETF	0.401%	0.000%	148,909	0	2024-03-28
Schwab US Small-Cap ETF™	0.396%	0.000%	146,863	0	2024-03-29
Dimensional US Targeted Value ETF	0.370%	0.000%	137,076	0	2023-12-29
State St Russell Sm Cap® Indx NL Cl C	0.311%	0.000%	114,861	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.310%	0.000%	114,861	0	2023-11-30
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.279%	0.000%	103,000	0	2022-12-31
Bridgeway Omni Small-Cap Value N	0.271%	0.000%	100,550	0	2023-09-30
Bridgeway Omni Small-Cap Value	0.271%	0.000%	100,550	0	2023-09-30