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SMC

Summit Midstream
SMC

33 hedge funds and large institutions have $15.5M invested in Summit Midstream in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

11% less funds holding

Funds holding: 37 → 33 (-4)

15% less capital invested

Capital invested by funds: $18.2M → $15.5M (-$2.68M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
5
Closed
9
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$10K

Top Buyers

1
KACA
Kayne Anderson Capital Advisors
California
+$2.52M
2
Ameriprise
Ameriprise
Minnesota
+$2.34M
3
Wells Fargo
Wells Fargo
California
+$454K
4
GCP
GSA Capital Partners
United Kingdom
+$121K
5
Morgan Stanley
Morgan Stanley
New York
+$118K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$150K
2
HF
HRT Financial
New York
-$113K
3
Invesco
Invesco
Georgia
-$105K
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$97K
5
Jane Street
Jane Street
New York
-$58K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$3K +$3.44K +275 New
VI
28
Vestcor Inc
New Brunswick, Canada
$2K – – –
Citigroup
29
Citigroup
New York
$1K -$3.63K -290 -69%
GI
30
Gradient Investments
Minnesota
$1K – – –
FCH
31
Freestone Capital Holdings
Washington
$388 +$501 +40 New
JP Morgan Chase
32
JP Morgan Chase
New York
– -$150K -10,106 Closed
HF
33
HRT Financial
New York
– -$113K -7,658 Closed
COPPSERS
34
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$97K -6,540 Closed
Jane Street
35
Jane Street
New York
– -$58K -3,912 Closed
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
– -$19K -1,277 Closed
BCM
37
Brookstone Capital Management
Illinois
– -$11K -756 Closed
CAN
38
Cetera Advisor Networks
California
– -$4K -283 Closed
PAG
39
Private Advisor Group
New Jersey
– -$2K -133 Closed
1
2

SMC Hedge Fund Activity: Q3 2020 in Review

33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q3 2020, worth a combined $15.5M — down 15% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMC and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Kayne Anderson Capital Advisors, opening a new position worth an estimated $2.52M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $150K sold.

  • 33 institutional investors held Summit Midstream (SMC) as of Q3 2020, down from 37 in Q2 2020.
  • Funds reported $15.5M of Summit Midstream stock for Q3 2020, down 15% quarter-over-quarter.
  • 5 funds opened new Summit Midstream positions in Q3 2020 and 9 closed out, a net change of -4 holders.
  • The largest Summit Midstream buyer in Q3 2020 was Kayne Anderson Capital Advisors, an estimated $2.52M added.
  • The largest Summit Midstream seller in Q3 2020 was JP Morgan Chase, an estimated $150K sold.

Based on aggregated 13F filings for Q3 2020.