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SMC

Summit Midstream
SMC

37 hedge funds and large institutions have $462M invested in Summit Midstream in 2013 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

44% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $3.43M

Holders
37
Holders Change
+37
Holders Change %
–
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
–
Reduced
–
Closed
–
Calls
$1.91M
Puts
$3.43M
Net Calls
-$1.52M
Net Calls Change
-$1.52M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KACA
1
Kayne Anderson Capital Advisors
California
$84.8M +$74.3M +165,533 New
O
2
OppenheimerFunds
New York
$70.6M +$61.9M +137,901 New
ClearBridge Investments
3
ClearBridge Investments
New York
$49.7M +$43.5M +97,084 New
EGA
4
Eagle Global Advisors
Texas
$45.1M +$39.5M +87,963 New
SCA
5
Salient Capital Advisors
Texas
$41.1M +$36M +80,255 New
HFA
6
Harvest Fund Advisors
Pennsylvania
$36.6M +$32.1M +71,535 New
COPPSERS
7
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.4M +$21.4M +47,715 New
Goldman Sachs
8
Goldman Sachs
New York
$19.8M +$17.3M +38,644 New
TCA
9
Tortoise Capital Advisors
Kansas
$18.9M +$16.5M +36,893 New
Morgan Stanley
10
Morgan Stanley
New York
$13.1M +$11.4M +25,518 New
WHG
11
Westwood Holdings Group
Texas
$7.97M +$6.98M +15,553 New
MSA
12
Mason Street Advisors
Wisconsin
$7.86M +$6.88M +15,347 New
ECM
13
Evergreen Capital Management
Washington
$7.3M +$6.39M +14,248 New
Invesco
14
Invesco
Georgia
$6.83M +$5.98M +13,333 New
Citigroup
15
Citigroup
New York
$5.84M +$5.12M +11,410 New
U
16
UBS
Switzerland
$5.59M +$4.89M +10,910 New
CS
17
Credit Suisse
Switzerland
$4.18M +$3.66M +8,167 New
BC
18
Brookfield Corp
Ontario, Canada
$2.31M +$202K +451 New
SC
19
Savitr Capital
California
$1.9M +$1.66M +3,700 New
CM
20
Castleark Management
Illinois
$1.61M +$1.41M +3,140 New
Bank of America
21
Bank of America
North Carolina
$1.34M +$1.18M +2,622 New
RJA
22
Raymond James & Associates
Florida
$912K +$798K +1,780 New
HighTower Advisors
23
HighTower Advisors
Illinois
$685K +$600K +1,337 New
HTC
24
Hershey Trust Company
Pennsylvania
$617K +$541K +1,205 New
IAS
25
IMA Advisory Services
Colorado
$401K +$351K +782 New
1
2

SMC Hedge Fund Activity: Q2 2013 in Review

37 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2013, worth a combined $462M.

Buyers outnumbered sellers: 37 funds opened new SMC positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.

  • 37 institutional investors held Summit Midstream (SMC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $462M of Summit Midstream stock for Q2 2013.
  • 37 funds opened new Summit Midstream positions in Q2 2013 and 0 closed out, a net change of +37 holders.

Based on aggregated 13F filings for Q2 2013.