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SMC

Summit Midstream
SMC

37 hedge funds and large institutions have $18.2M invested in Summit Midstream in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $11.7M → $18.2M (+$6.51M)

42% more call options, than puts

Call options by funds: $34K | Put options by funds: $24K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more funds holding

Funds holding: 35 → 37 (+2)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
6
Reduced
10
Closed
9
Calls
$34K
Puts
$24K
Net Calls
+$10K
Net Calls Change
+$109K

Top Buyers

Rank Fund Capital Flow
1
AUIM
Aegon USA Investment Management
Iowa
+$327K
2
VFA
Valeo Financial Advisors
Indiana
+$236K
3
GCP
GSA Capital Partners
United Kingdom
+$190K
4
Morgan Stanley
Morgan Stanley
New York
+$163K
5
HF
HRT Financial
New York
+$120K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$544K
2
First Trust Advisors
First Trust Advisors
Illinois
-$108K
3
UBS Group
UBS Group
Switzerland
-$107K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$107K
5
PAM
Peak Asset Management
Colorado
-$90.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$8K +$2.3K +147 +38%
WEC
27
Winslow Evans & Crocker
Massachusetts
$6K – – –
Citigroup
28
Citigroup
New York
$6K +$4.37K +279 +194%
UBS Group
29
UBS Group
Switzerland
$5K -$107K -6,856 -95%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$5K +$4.93K +315 New
VI
31
Vestcor Inc
New Brunswick, Canada
$4K – – –
CAN
32
Cetera Advisor Networks
California
$4K +$4.43K +283 New
GI
33
Gradient Investments
Minnesota
$2K – – –
PAG
34
Private Advisor Group
New Jersey
$2K +$2.08K +133 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
– -$107K -12,487 Closed
First Trust Advisors
36
First Trust Advisors
Illinois
– -$108K -11,829 Closed
AA
37
AQR Arbitrage
Connecticut
– -$57K -6,240 Closed
Simplex Trading
38
Simplex Trading
Illinois
– -$30.2K -1,928 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$29.1K -1,862 Closed
GC
40
Guggenheim Capital
Illinois
– -$17K -1,817 Closed
Wolverine Trading
41
Wolverine Trading
Illinois
– -$14K -1,775 Closed
AAM
42
Advisors Asset Management
Colorado
– -$8K -912 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$1K -155 Closed
HFA
44
HC Financial Advisors
California
– -$141 -9 -26%
Barclays
45
Barclays
United Kingdom
– +$94 +6 New
1
2

SMC Hedge Fund Activity: Q2 2020 in Review

37 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2020, worth a combined $18.2M — up 56% from $11.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMC positions and 9 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Aegon USA Investment Management, opening a new position worth an estimated $327K. The largest seller was JP Morgan Chase, cutting an estimated $544K.

  • 37 institutional investors held Summit Midstream (SMC) as of Q2 2020, up from 35 in Q1 2020.
  • Funds reported $18.2M of Summit Midstream stock for Q2 2020, up 56% quarter-over-quarter.
  • 12 funds opened new Summit Midstream positions in Q2 2020 and 9 closed out, a net change of +3 holders.
  • The largest Summit Midstream buyer in Q2 2020 was Aegon USA Investment Management, an estimated $327K added.
  • The largest Summit Midstream seller in Q2 2020 was JP Morgan Chase, an estimated $544K sold.

Based on aggregated 13F filings for Q2 2020.