SMC

Summit Midstream
SMC

Overview Fund Trends Analyst Outlook Journalist POV

31 hedge funds and large institutions have $62.5M invested in Summit Midstream in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

15% less capital invested

Capital invested by funds: $73.3M → $62.5M (-$10.8M)

Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$369K
2
+$209K
3
+$188K
4
FPCG
Forum Private Client Group
Indiana
+$171K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.1K

Top Sellers

1
-$495K
2
-$279K
3
-$213K
4
Nomura Holdings
Nomura Holdings
Japan
-$78.1K
5
Invesco
Invesco
Georgia
-$51.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$81K
27
$77.7K
28
$26K
29
$9K
30
$400
31
$69
32
–
33
–
1
2