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SMC

Summit Midstream
SMC

61 hedge funds and large institutions have $151M invested in Summit Midstream in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,060% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $10K

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 59 → 61 (+2)

2% more capital invested

Capital invested by funds: $148M → $151M (+$3.51M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.26% less ownership

Funds ownership: 36.77% → 36.51% (-0.26%)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
16
Closed
7
Calls
$1.02M
Puts
$10K
Net Calls
+$1.01M
Net Calls Change
-$966K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.92M
3
Millennium Management
Millennium Management
New York
+$6.26M
4
EGA
Eagle Global Advisors
Texas
+$4.6M
5
VIA
Virtus Investment Advisers
Connecticut
+$4.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.7M
2
SCM
Shenkman Capital Management
New York
-$4.7M
3
AM
Ares Management
California
-$3.04M
4
RC
Rangeley Capital
Connecticut
-$1.72M
5
Goldman Sachs
Goldman Sachs
New York
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
ALPS Advisors
Colorado
$1.16M +$1.38M +34,235 New
PHS
27
Pekin Hardy Strauss
Illinois
$989K -$312K -7,750 -21%
OAC
28
OMERS Administration Corp
Ontario, Canada
$708K +$434K +10,800 +107%
Renaissance Technologies
29
Renaissance Technologies
New York
$691K +$191K +4,756 +30%
Northern Trust
30
Northern Trust
Illinois
$657K +$16.4K +408 +2%
SSA
31
Schonfeld Strategic Advisors
New York
$631K +$244K +6,072 +48%
American Century Companies
32
American Century Companies
Missouri
$571K +$241K +5,989 +55%
CSS
33
Cubist Systematic Strategies
Connecticut
$541K +$266K +6,610 +71%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$536K -$243K -6,050 -28%
RC
35
Rangeley Capital
Connecticut
$508K -$1.72M -42,777 -74%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$474K +$319K +7,924 +131%
EC
37
EntryPoint Capital
New York
$449K +$313K +7,775 +142%
QT
38
Quantbot Technologies
New York
$386K +$214K +5,322 +88%
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$368K – – –
CCM
40
Corsair Capital Management
New York
$362K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$309K -$13.6K -338 -4%
UBS Group
42
UBS Group
Switzerland
$301K +$355K +8,832 +17,664%
ECM
43
ExodusPoint Capital Management
New York
$299K +$354K +8,808 New
Barclays
44
Barclays
United Kingdom
$294K -$174K -4,339 -33%
DC
45
Diametric Capital
Massachusetts
$252K +$299K +7,431 New
AFG
46
Atomi Financial Group
New York
$228K -$80K -1,989 -23%
JF
47
Jump Financial
Illinois
$213K +$253K +6,298 New
QC
48
Quantessence Capital
New York
$212K +$252K +6,266 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$210K -$52.8K -1,313 -17%
BHCM
50
Brevan Howard Capital Management
Jersey
$207K +$246K +6,112 New
1
2
3

SMC Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q1 2025, worth a combined $151M — up 2.4% from $148M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMC positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.4M. The largest seller was Bank of America, cutting an estimated $5.7M.

  • 61 institutional investors held Summit Midstream (SMC) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $151M of Summit Midstream stock for Q1 2025, up 2.4% quarter-over-quarter.
  • 10 funds opened new Summit Midstream positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Summit Midstream buyer in Q1 2025 was Vanguard Group, an estimated $9.4M added.
  • The largest Summit Midstream seller in Q1 2025 was Bank of America, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2025.