Jim Simons
SMC

Jim Simons’s Summit Midstream SMC Stock Holding History

Jim Simons’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
2026
Q1 		$680K Buy
+22,476
New +$655K ﹤0.01% 2463
2025
Q4 		– Sell
-15,000
Closed -$308K – 3871
2025
Q3 		$308K Buy
+15,000
New +$348K ﹤0.01% 2981
2025
Q2 		– Sell
-20,400
Closed -$691K – 3981
2025
Q1 		$691K Buy
20,400
+4,756
+30% +$191K ﹤0.01% 2605
2024
Q4 		$591K Buy
+15,644
New +$563K ﹤0.01% 2768
2018
Q4 		– Sell
-10,293
Closed -$2.21M – 3665
2018
Q3 		$2.21M Buy
+10,293
New +$2.54M ﹤0.01% 2225
2017
Q2 		– Sell
-5,395
Closed -$1.94M – 3396
2017
Q1 		$1.94M Sell
5,395
-7,093
-57% -$2.57M ﹤0.01% 2254
2016
Q4 		$4.71M Buy
12,488
+7,741
+163% +$2.64M 0.01% 1706
2016
Q3 		$1.63M Sell
4,747
-1,180
-20% -$408K ﹤0.01% 2317
2016
Q2 		$2.03M Buy
5,927
+3,480
+142% +$1.08M ﹤0.01% 2189
2016
Q1 		$623K Buy
+2,447
New +$586K ﹤0.01% 2777
2014
Q4 		– Sell
-1,635
Closed -$1.25M – 3152
2014
Q3 		$1.25M Sell
1,635
-479
-23% -$367K ﹤0.01% 1918
2014
Q2 		$1.61M Buy
2,114
+991
+88% +$673K ﹤0.01% 1835
2014
Q1 		$722K Sell
1,123
-404
-26% -$238K ﹤0.01% 2206
2013
Q4 		$840K Buy
+1,527
New +$771K ﹤0.01% 2160

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Jim Simons's SMC Position: Q1 2026 in Review

Jim Simons opened a new position in Summit Midstream (SMC) in Q1 2026: 22,476 shares worth $680K. The stake represents ﹤0.01% of the portfolio and ranks #2463 among its holdings. This is a return to the name: Jim Simons previously reported a position in SMC as recently as Q3 2025.

Jim Simons first reported a position in SMC in Q4 2013 and has held it in 14 quarters since. The position peaked at $4.71M in Q4 2016. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Jim Simons held 22,476 shares of Summit Midstream worth $680K as of Q1 2026.
  • Summit Midstream was a new Jim Simons position in Q1 2026.
  • Summit Midstream made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2463 holding.
  • Jim Simons first reported a position in Summit Midstream in Q4 2013 and has held it in 14 quarters since.
  • Jim Simons's Summit Midstream position peaked at $4.71M in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.