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SMC

Summit Midstream
SMC

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: 1 → 2 (+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: 66 → 66 (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

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$5.23M
2
SAM
Securian Asset Management
Minnesota
+$4.98M
3
HFA
Harvest Fund Advisors
Pennsylvania
+$4.65M
4
SCA
Salient Capital Advisors
Texas
+$4.54M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.25M

Top Sellers

1
KACA
Kayne Anderson Capital Advisors
California
-$6.12M
2
CS
Credit Suisse
Switzerland
-$1.86M
3
Morgan Stanley
Morgan Stanley
New York
-$1.78M
4
HHAM
HITE Hedge Asset Management
Massachusetts
-$1.46M
5
GCP
GSA Capital Partners
United Kingdom
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
– -$9K -13 Closed
1 2 3
4

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.