Summit Midstream
SMC
31 hedge funds and large institutions have $96.8M invested in Summit Midstream in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.
33% more call options, than puts
Call options by funds: $250K | Put options by funds: $188K
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $80.1M → $96.8M (+$16.7M)
3% more funds holding
Funds holding: 30 → 31 (+1)
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
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$803K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$605K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$508K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$355K |
| 5 |
Morgan Stanley
New York
|
+$347K |
Top Sellers
| 1 |
CU
CQS (US)
New York
|
-$6.88M |
| 2 |
SCM
Shenkman Capital Management
New York
|
-$5.8M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$3.98M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
-$2.7M |
| 5 |
JP Morgan Chase
New York
|
-$567K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Group One Trading
Chicago,
Illinois
| $36.1K | +$24K | +1,285 | New |
|
|
CG
27
Cutler Group
San Francisco,
California
| $25K | +$16.8K | +900 | New |
|
|
GWSG
28
GPS Wealth Strategies Group
Centennial,
Colorado
| $18.2K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $4.01K | -$47K | -2,517 | -95% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $3.31K | – | – | – |
|
|
BL
31
BFSG LLC
Irvine,
California
| $281 | +$187 | +10 | New |
|
|
CU
32
CQS (US)
New York
| – | -$6.88M | -384,197 | Closed |
|
|
33
Nomura Holdings
Tokyo,
Japan
| – | -$3.98M | -222,089 | Closed |
|
|
34
Nomura Asset Management
Tokyo,
Japan
| – | -$2.7M | -150,849 | Closed |
|
35
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$544K | -30,400 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$268K | -14,980 | Closed |
|
37
Barclays
London,
United Kingdom
| – | -$118K | -6,579 | Closed |
|
|
TVAMP
38
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$17.9K | -1,000 | Closed |
|
SMC Hedge Fund Activity: Q1 2024 in Review
31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q1 2024, worth a combined $96.8M — up 21% from $80.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMC positions and 7 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Invesco, adding an estimated $803K. The largest seller was CQS (US), exiting entirely with an estimated $6.88M sold.
- 31 institutional investors held Summit Midstream (SMC) as of Q1 2024, up from 30 in Q4 2023.
- Funds reported $96.8M of Summit Midstream stock for Q1 2024, up 21% quarter-over-quarter.
- 9 funds opened new Summit Midstream positions in Q1 2024 and 7 closed out, a net change of +2 holders.
- The largest Summit Midstream buyer in Q1 2024 was Invesco, an estimated $803K added.
- The largest Summit Midstream seller in Q1 2024 was CQS (US), an estimated $6.88M sold.
Based on aggregated 13F filings for Q1 2024.