DB
SMC

Dmitry Balyasny’s Summit Midstream SMC Stock Holding History

Dmitry Balyasny’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,986
Closed -$474K – 3471
2025
Q1 		$474K Buy
13,986
+7,924
+131% +$319K ﹤0.01% 2288
2024
Q4 		$229K Buy
+6,062
New +$218K ﹤0.01% 2487

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Dmitry Balyasny's SMC Position: Q2 2025 in Review

Dmitry Balyasny sold out of Summit Midstream (SMC) in Q2 2025, closing a stake of 13,986 shares — an estimated $474K sold.

Dmitry Balyasny first reported a position in SMC in Q4 2024 and held it in 2 quarters. The position peaked at $474K in Q1 2025. 62 funds tracked by Wall St. Rank hold SMC as of Q2 2025.

  • Dmitry Balyasny reported no remaining Summit Midstream position as of Q2 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 13,986 Summit Midstream shares in Q2 2025, an estimated $474K.
  • Dmitry Balyasny first reported a position in Summit Midstream in Q4 2024 and held it in 2 quarters.
  • Dmitry Balyasny's Summit Midstream position peaked at $474K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.