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SMC

Summit Midstream
SMC

37 hedge funds and large institutions have $18.2M invested in Summit Midstream in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $11.7M → $18.2M (+$6.51M)

42% more call options, than puts

Call options by funds: $34K | Put options by funds: $24K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more funds holding

Funds holding: 35 → 37 (+2)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
6
Reduced
10
Closed
9
Calls
$34K
Puts
$24K
Net Calls
+$10K
Net Calls Change
+$109K

Top Buyers

Rank Fund Capital Flow
1
AUIM
Aegon USA Investment Management
Iowa
+$327K
2
VFA
Valeo Financial Advisors
Indiana
+$236K
3
GCP
GSA Capital Partners
United Kingdom
+$190K
4
Morgan Stanley
Morgan Stanley
New York
+$163K
5
HF
HRT Financial
New York
+$120K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$544K
2
First Trust Advisors
First Trust Advisors
Illinois
-$108K
3
UBS Group
UBS Group
Switzerland
-$107K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$107K
5
PAM
Peak Asset Management
Colorado
-$90.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$13.8M – – –
WFI
2
West Family Investments
California
$1.11M – – –
Bank of America
3
Bank of America
North Carolina
$975K +$64.2K +4,104 +7%
AUIM
4
Aegon USA Investment Management
Iowa
$310K +$327K +20,870 New
Creative Planning
5
Creative Planning
Kansas
$299K -$62.6K -4,000 -17%
VFA
6
Valeo Financial Advisors
Indiana
$224K +$236K +15,093 New
Morgan Stanley
7
Morgan Stanley
New York
$193K +$163K +10,421 +408%
TYCC
8
Texas Yale Capital Corp
Florida
$186K – – –
GCP
9
GSA Capital Partners
United Kingdom
$180K +$190K +12,149 New
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$165K – – –
JP Morgan Chase
11
JP Morgan Chase
New York
$150K -$544K -34,762 -77%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$134K -$9.63K -615 -6%
HF
13
HRT Financial
New York
$113K +$120K +7,658 New
COPPSERS
14
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$97K +$10.4K +663 +11%
Jane Street
15
Jane Street
New York
$58K +$42.4K +2,712 +226%
SCM
16
Southport Capital Management
Tennessee
$40K +$41.7K +2,667 New
FAAS
17
First Allied Advisory Services
California
$30K +$31.3K +2,000 New
CA
18
Cetera Advisors
Colorado
$25K +$26.3K +1,678 New
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$20K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$19K -$9.48K -606 -32%
Wells Fargo
21
Wells Fargo
California
$15K -$15.8K -1,012 -50%
Goldman Sachs
22
Goldman Sachs
New York
$15K -$9.33K -596 -37%
BCM
23
Brookstone Capital Management
Illinois
$11K +$11.8K +756 New
PAM
24
Peak Asset Management
Colorado
$10K -$90.5K -5,780 -90%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K -$125 -8 -2%
1
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SMC Hedge Fund Activity: Q2 2020 in Review

37 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2020, worth a combined $18.2M — up 56% from $11.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMC positions and 9 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Aegon USA Investment Management, opening a new position worth an estimated $327K. The largest seller was JP Morgan Chase, cutting an estimated $544K.

  • 37 institutional investors held Summit Midstream (SMC) as of Q2 2020, up from 35 in Q1 2020.
  • Funds reported $18.2M of Summit Midstream stock for Q2 2020, up 56% quarter-over-quarter.
  • 12 funds opened new Summit Midstream positions in Q2 2020 and 9 closed out, a net change of +3 holders.
  • The largest Summit Midstream buyer in Q2 2020 was Aegon USA Investment Management, an estimated $327K added.
  • The largest Summit Midstream seller in Q2 2020 was JP Morgan Chase, an estimated $544K sold.

Based on aggregated 13F filings for Q2 2020.