Summit Midstream
SMC
30 hedge funds and large institutions have $73.3M invested in Summit Midstream in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $72.8M → $73.3M (+$452K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 32 → 30 (-2)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
62% less call options, than puts
Call options by funds: $18K | Put options by funds: $47K
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$165K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.36K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
+$4.62K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$2.72M |
| 2 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$319K |
| 3 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$232K |
| 4 |
Morgan Stanley
New York
|
-$220K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$67.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Osaic Holdings
Scottsdale,
Arizona
| $35.9K | +$32.2K | +2,093 | +1,774% |
|
|
GWSG
27
GPS Wealth Strategies Group
Centennial,
Colorado
| $10.6K | – | – | – |
|
|
28
Simplex Trading
Chicago,
Illinois
| $7K | +$4.62K | +300 | +179% |
|
|
CAS
29
Coppell Advisory Solutions
Coppell,
Texas
| $173 | +$169 | +11 | New |
|
|
CFB
30
Cullen/Frost Bankers
San Antonio,
Texas
| $81 | – | – | – |
|
|
VFA
31
Valeo Financial Advisors
Carmel,
Indiana
| – | -$232K | -15,093 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$5K | -298 | Closed |
|
33
BlackRock
New York
| – | -$230 | -15 | Closed |
|
SMC Hedge Fund Activity: Q2 2023 in Review
30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2023, worth a combined $73.3M — up 0.62% from $72.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SMC and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was JP Morgan Chase, adding an estimated $165K. The largest seller was Nomura Holdings, cutting an estimated $2.72M.
- 30 institutional investors held Summit Midstream (SMC) as of Q2 2023, down from 32 in Q1 2023.
- Funds reported $73.3M of Summit Midstream stock for Q2 2023, up 0.62% quarter-over-quarter.
- 1 fund opened new Summit Midstream positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest Summit Midstream buyer in Q2 2023 was JP Morgan Chase, an estimated $165K added.
- The largest Summit Midstream seller in Q2 2023 was Nomura Holdings, an estimated $2.72M sold.
Based on aggregated 13F filings for Q2 2023.