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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
JG
51
Jain Global
New York
$205K +$243K +6,045 New
AA
52
Ancora Advisors
Ohio
$176K -$939K -23,360 -82%
A
53
AlphaQuest
New York
$123K -$241K -5,997 -62%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$107K +$66.5K +1,653 +110%
VanEck Associates
55
VanEck Associates
New York
$93K +$110K +2,738 New
Citigroup
56
Citigroup
New York
$57.5K -$1.27M -31,567 -95%
TRCT
57
Tower Research Capital (TRC)
New York
$25.6K -$94.8K -2,358 -76%
PAS
58
Point72 Asia (Singapore)
Singapore
$22.6K +$16K +397 +147%
PD
59
Point72 (DIFC)
United Arab Emirates
$13.3K +$7.8K +194 +97%
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$3.39K – – –
Osaic Holdings
61
Osaic Holdings
Arizona
$610 – – –
AM
62
Ares Management
California
– -$3.04M -80,594 Closed
HF
63
HRT Financial
New York
– -$381K -10,102 Closed
VFA
64
Valeo Financial Advisors
Indiana
– -$356K -9,418 Closed
EGM
65
Engineers Gate Manager
New York
– -$324K -8,586 Closed
Squarepoint
66
Squarepoint
New York
– -$247K -6,547 Closed
SG Americas Securities
67
SG Americas Securities
New York
– -$159K -4,214 Closed
CAS
68
Coppell Advisory Solutions
Texas
– -$405 -11 Closed
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.