Summit Midstream
SMC
33 hedge funds and large institutions have $75.3M invested in Summit Midstream in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
35% more capital invested
Capital invested by funds: $56M → $75.3M (+$19.4M)
10% more funds holding
Funds holding: 30 → 33 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
22% less call options, than puts
Call options by funds: $158K | Put options by funds: $202K
Top Buyers
| 1 |
CU
CQS (US)
New York
|
+$1.03M |
| 2 |
SCM
Shenkman Capital Management
New York
|
+$465K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$358K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$64.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.7K |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$900K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$824K |
| 3 |
Morgan Stanley
New York
|
-$589K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$473K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $3.44K | +$3.83K | +206 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $2K | -$1.25K | -67 | -32% |
|
28
Simplex Trading
Chicago,
Illinois
| $1K | -$30.9K | -1,661 | -94% |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $417 | +$465 | +25 | New |
|
|
CAS
30
Coppell Advisory Solutions
Coppell,
Texas
| $400 | +$446 | +24 | New |
|
|
CASC
31
Coppell Advisory Solutions Corp
Coppell,
Texas
| $400 | +$446 | +24 | New |
|
32
BlackRock
New York
| $250 | – | – | – |
|
|
CFB
33
Cullen/Frost Bankers
San Antonio,
Texas
| $83 | – | – | – |
|
|
34
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$473K | -31,464 | Closed |
|
35
Rockefeller Capital Management
New York
| – | -$4K | -315 | Closed |
|
SMC Hedge Fund Activity: Q4 2022 in Review
33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q4 2022, worth a combined $75.3M — up 35% from $56M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMC positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was CQS (US), adding an estimated $1.03M. The largest seller was JP Morgan Chase, cutting an estimated $900K.
- 33 institutional investors held Summit Midstream (SMC) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $75.3M of Summit Midstream stock for Q4 2022, up 35% quarter-over-quarter.
- 5 funds opened new Summit Midstream positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest Summit Midstream buyer in Q4 2022 was CQS (US), an estimated $1.03M added.
- The largest Summit Midstream seller in Q4 2022 was JP Morgan Chase, an estimated $900K sold.
Based on aggregated 13F filings for Q4 2022.