SMC

Summit Midstream
SMC

Overview Fund Trends Analyst Outlook Journalist POV

30 hedge funds and large institutions have $56M invested in Summit Midstream in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$212K
Puts
$201K
Net Calls
Net Calls Change

Top Buyers

1
+$418K
2
+$354K
3
+$321K
4
Wells Fargo
Wells Fargo
California
+$241K
5
Bank of America
Bank of America
North Carolina
+$240K

Top Sellers

1
-$2.65M
2
-$1.36M
3
-$683K
4
VFA
Valeo Financial Advisors
Indiana
-$192K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$12.9K
27
$4K
28
$3K
29
–
30
–
31
–
32
–
33
–
1
2