Summit Midstream
SMC
32 hedge funds and large institutions have $72.8M invested in Summit Midstream in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.
771% more call options, than puts
Call options by funds: $61K | Put options by funds: $7K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $75.3M → $72.8M (-$2.52M)
3% less funds holding
Funds holding: 33 → 32 (-1)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$2.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.07M |
| 3 |
Barclays
London,
United Kingdom
|
+$595K |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$257K |
| 5 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
+$256K |
Top Sellers
| 1 |
Amundi
Paris,
France
|
-$891K |
| 2 |
AM
Ares Management
Los Angeles,
California
|
-$169K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$161K |
| 4 |
JP Morgan Chase
New York
|
-$63.8K |
| 5 |
Morgan Stanley
New York
|
-$61.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Acadian Asset Management
Boston,
Massachusetts
| $66K | +$73.3K | +4,328 | New |
|
|
GWSG
27
GPS Wealth Strategies Group
Centennial,
Colorado
| $9.98K | +$11K | +650 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $5K | +$5.05K | +298 | New |
|
29
Simplex Trading
Chicago,
Illinois
| $2K | +$948 | +56 | +50% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $1.81K | -$373 | -22 | -16% |
|
31
BlackRock
New York
| $230 | – | – | – |
|
|
CFB
32
Cullen/Frost Bankers
San Antonio,
Texas
| $77 | – | – | – |
|
|
33
Amundi
Paris,
France
| – | -$891K | -48,193 | Closed |
|
34
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3.44K | -206 | Closed |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| – | -$417 | -25 | Closed |
|
|
CAS
36
Coppell Advisory Solutions
Coppell,
Texas
| – | -$400 | -24 | Closed |
|
|
CASC
37
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$400 | -24 | Closed |
|
SMC Hedge Fund Activity: Q1 2023 in Review
32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q1 2023, worth a combined $72.8M — down 3.3% from $75.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SMC and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was Nomura Holdings, adding an estimated $2.47M. The largest seller was Amundi, exiting entirely with an estimated $891K sold.
- 32 institutional investors held Summit Midstream (SMC) as of Q1 2023, down from 33 in Q4 2022.
- Funds reported $72.8M of Summit Midstream stock for Q1 2023, down 3.3% quarter-over-quarter.
- 4 funds opened new Summit Midstream positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Summit Midstream buyer in Q1 2023 was Nomura Holdings, an estimated $2.47M added.
- The largest Summit Midstream seller in Q1 2023 was Amundi, an estimated $891K sold.
Based on aggregated 13F filings for Q1 2023.