SMC

Summit Midstream Corporation
SMC

Overview Fund Activity

46 hedge funds and large institutions have $501M invested in Summit Midstream Corporation in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
14
Reduced
12
Closed
1
Calls
$363K
Puts
$249K
Net Calls
+$114K
Net Calls Change
+$1.81M

Top Buyers

1
U
1
UBS
Switzerland
$9.76M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$64.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$31.5M
4
SCA
4
Salient Capital Advisors
Texas
$50.7M
5
O
5
OppenheimerFunds
New York
$80.5M

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$76.3M
2
ECM
2
Evergreen Capital Management
Washington
$3.45M
3
COPPSERS
3
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.2M
5
EGA
5
Eagle Global Advisors
Texas
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
26
HighTower Trust
Texas
$809K +$95.7K +174 +13%
FWIA
27
Fort Washington Investment Advisors
Ohio
$660K +$660K +1,200 New
GCP
28
GSA Capital Partners
United Kingdom
$597K +$597K +1,086 New
HHAM
29
HITE Hedge Asset Management
Massachusetts
$513K +$513K +933 New
IAS
30
IMA Advisory Services
Colorado
$498K – – –
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$496K -$81.4K -148 -14%
FSA
32
Financial Sense Advisors
California
$301K +$301K +548 New
UR
33
USCA RIA
Texas
$252K – – –
CCT
34
Country Club Trust
Missouri
$236K +$236K +429 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$231K +$116K +211 +101%
SIC
36
Salem Investment Counselors
North Carolina
$220K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$202K – – –
LFR
38
Lehman Financial Resources
Pennsylvania
$106K -$3.85K -7 -4%
Group One Trading
39
Group One Trading
Illinois
$71K -$69.3K -126 -49%
SAM
40
Solaris Asset Management
New York
$40K +$40K +73 New
Citigroup
41
Citigroup
New York
$38K +$38K +68 New
Wells Fargo
42
Wells Fargo
California
$7K +$2.15K +4 +44%
TRCT
43
Tower Research Capital (TRC)
New York
$4K -$571 -1 -13%
SSG
44
Summit Securities Group
New York
$4K +$4K +7 New
AIG
45
American International Group
New York
$3.67K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33 +$8 +14 +30%
ST
47
Spot Trading
Illinois
– -$69K -135 Closed
1
2