We are live on ! Find out more
SMC

Summit Midstream

66 hedge funds and large institutions have $1.19B invested in Summit Midstream in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,430% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $102K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $977M → $1.19B (+$208M)

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
25
Reduced
18
Closed
10
Calls
$5.64M
Puts
$102K
Net Calls
+$5.54M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$590K +$525K +773 New
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$500K
HHAM
53
HITE Hedge Asset Management
Massachusetts
$498K -$1.46M -2,156 -77%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$341K +$303K +447 New
ACI
55
AMP Capital Investors
Australia
$329K
SIC
56
Salem Investment Counselors
North Carolina
$305K
Wellington Management Group
57
Wellington Management Group
Massachusetts
$277K +$246K +363 New
Wells Fargo
58
Wells Fargo
California
$270K
AQR Capital Management
59
AQR Capital Management
Connecticut
$254K
MIM
60
Marco Investment Management
Georgia
$203K +$181K +267 New
LFR
61
Lehman Financial Resources
Pennsylvania
$183K
SAM
62
Solaris Asset Management
New York
$147K +$20.4K +30 +18%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K
Group One Trading
64
Group One Trading
Illinois
$47K -$40.7K -60 -49%
Citigroup
65
Citigroup
New York
$8K +$6.79K +10 New
AIG
66
American International Group
New York
$5.08K
GCP
67
GSA Capital Partners
United Kingdom
-$727K -1,126 Closed
CBOA
68
Commonwealth Bank of Australia
Australia
-$656K -1,020 Closed
TAM
69
TPH Asset Management
Texas
-$512K -793 Closed
LCM
70
Landscape Capital Management
New Jersey
-$436K -678 Closed
VKH
71
Virtu KCG Holdings
New York
-$345K -535 Closed
WA
72
Whitebox Advisors
Minnesota
-$257K -400 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$228K -336 Closed
ST
74
Spot Trading
Illinois
-$95K -148 Closed
QT
75
Quantbot Technologies
New York
-$47K -73 Closed

SMC Hedge Fund Activity: Q2 2014 in Review

66 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2014, worth a combined $1.19B — up 21% from $977M a quarter earlier.

Fund positioning in SMC was balanced in Q2 2014: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 18 trimmed.

The largest buyer was Fort Washington Investment Advisors, adding an estimated $5.23M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $6.12M.

  • 66 institutional investors held Summit Midstream (SMC) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $1.19B of Summit Midstream stock for Q2 2014, up 21% quarter-over-quarter.
  • 10 funds opened new Summit Midstream positions in Q2 2014 and 10 closed out, a net change of 0 holders.
  • The largest Summit Midstream buyer in Q2 2014 was Fort Washington Investment Advisors, an estimated $5.23M added.
  • The largest Summit Midstream seller in Q2 2014 was Kayne Anderson Capital Advisors, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2014.