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SMC

Summit Midstream
SMC

33 hedge funds and large institutions have $15.5M invested in Summit Midstream in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

11% less funds holding

Funds holding: 37 → 33 (-4)

15% less capital invested

Capital invested by funds: $18.2M → $15.5M (-$2.68M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
5
Closed
9
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$10K

Top Buyers

1
KACA
Kayne Anderson Capital Advisors
California
+$2.52M
2
Ameriprise
Ameriprise
Minnesota
+$2.34M
3
Wells Fargo
Wells Fargo
California
+$454K
4
GCP
GSA Capital Partners
United Kingdom
+$121K
5
Morgan Stanley
Morgan Stanley
New York
+$118K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$150K
2
HF
HRT Financial
New York
-$113K
3
Invesco
Invesco
Georgia
-$105K
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$97K
5
Jane Street
Jane Street
New York
-$58K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$9.02M -$105K -8,366 -0.9%
KACA
2
Kayne Anderson Capital Advisors
California
$1.97M +$2.52M +201,100 New
Ameriprise
3
Ameriprise
Minnesota
$1.83M +$2.34M +186,967 New
Bank of America
4
Bank of America
North Carolina
$635K -$12.4K -994 -2%
Wells Fargo
5
Wells Fargo
California
$366K +$454K +36,276 +3,610%
AUIM
6
Aegon USA Investment Management
Iowa
$240K +$45.2K +3,615 +17%
WFI
7
West Family Investments
California
$220K – – –
Morgan Stanley
8
Morgan Stanley
New York
$219K +$118K +9,445 +73%
GCP
9
GSA Capital Partners
United Kingdom
$214K +$121K +9,654 +79%
Creative Planning
10
Creative Planning
Kansas
$204K +$8.56K +684 +3%
VFA
11
Valeo Financial Advisors
Indiana
$148K – – –
TYCC
12
Texas Yale Capital Corp
Florida
$123K – – –
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$109K – – –
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$89K – – –
SCM
15
Southport Capital Management
Tennessee
$26K – – –
FAAS
16
First Allied Advisory Services
California
$20K – – –
CA
17
Cetera Advisors
Colorado
$16K – – –
PP
18
Prudential plc
United Kingdom
$16K +$20.9K +1,667 New
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$13K – – –
Goldman Sachs
20
Goldman Sachs
New York
$10K – – –
PAM
21
Peak Asset Management
Colorado
$7K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K -$425 -34 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$5K – – –
WEC
24
Winslow Evans & Crocker
Massachusetts
$4K – – –
UBS Group
25
UBS Group
Switzerland
$3K -$1.01K -81 -23%
1
2

SMC Hedge Fund Activity: Q3 2020 in Review

33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q3 2020, worth a combined $15.5M — down 15% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMC and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Kayne Anderson Capital Advisors, opening a new position worth an estimated $2.52M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $150K sold.

  • 33 institutional investors held Summit Midstream (SMC) as of Q3 2020, down from 37 in Q2 2020.
  • Funds reported $15.5M of Summit Midstream stock for Q3 2020, down 15% quarter-over-quarter.
  • 5 funds opened new Summit Midstream positions in Q3 2020 and 9 closed out, a net change of -4 holders.
  • The largest Summit Midstream buyer in Q3 2020 was Kayne Anderson Capital Advisors, an estimated $2.52M added.
  • The largest Summit Midstream seller in Q3 2020 was JP Morgan Chase, an estimated $150K sold.

Based on aggregated 13F filings for Q3 2020.