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SMC

Summit Midstream
SMC

28 hedge funds and large institutions have $52.4M invested in Summit Midstream in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more capital invested

Capital invested by funds: $27.6M → $52.4M (+$24.8M)

13% less funds holding

Funds holding: 32 → 28 (-4)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.63M
2
Bank of America
Bank of America
North Carolina
+$2.14M
3
CU
CQS (US)
New York
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$1.02M
5
Blackstone Inc
Blackstone Inc
New York
+$749K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.75M
2
CC
Clearline Capital
New York
-$1.54M
3
KACA
Kayne Anderson Capital Advisors
California
-$1.17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$505K
5
B
Barings
North Carolina
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$21.5M – – –
AM
2
Ares Management
California
$7.11M -$216K -10,615 -3%
Ameriprise
3
Ameriprise
Minnesota
$4.41M – – –
JP Morgan Chase
4
JP Morgan Chase
New York
$4.19M +$3.63M +177,795 New
Bank of America
5
Bank of America
North Carolina
$3.95M +$2.14M +105,161 +169%
Morgan Stanley
6
Morgan Stanley
New York
$2.46M +$1.02M +50,257 +93%
NI
7
NYL Investors
New York
$1.79M – – –
CU
8
CQS (US)
New York
$1.34M +$1.16M +56,653 New
Blackstone Inc
9
Blackstone Inc
New York
$866K +$749K +36,726 New
Creative Planning
10
Creative Planning
Kansas
$859K +$313K +15,330 +73%
B
11
Barings
North Carolina
$839K -$474K -23,223 -39%
Federated Hermes
12
Federated Hermes
Pennsylvania
$742K +$642K +31,464 New
WFI
13
West Family Investments
California
$527K – – –
AUIM
14
Aegon USA Investment Management
Iowa
$367K -$149K -7,283 -32%
VFA
15
Valeo Financial Advisors
Indiana
$356K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$320K -$35.6K -1,744 -11%
OHA
17
Oak Hill Advisors
New York
$237K – – –
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$213K +$184K +9,021 New
UBS Group
19
UBS Group
Switzerland
$199K +$116K +5,682 +207%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$64K +$22.8K +1,118 +70%
Osaic Holdings
21
Osaic Holdings
Arizona
$17K -$1.02K -50 -6%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$7K – – –
GI
23
Gradient Investments
Minnesota
$3K -$41.4K -2,029 -93%
Citigroup
24
Citigroup
New York
$3K – – –
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$1.57K +77 +128%
1
2

SMC Hedge Fund Activity: Q1 2021 in Review

28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q1 2021, worth a combined $52.4M — up 90% from $27.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMC and 6 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.63M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $1.75M sold.

  • 28 institutional investors held Summit Midstream (SMC) as of Q1 2021, down from 32 in Q4 2020.
  • Funds reported $52.4M of Summit Midstream stock for Q1 2021, up 90% quarter-over-quarter.
  • 6 funds opened new Summit Midstream positions in Q1 2021 and 9 closed out, a net change of -3 holders.
  • The largest Summit Midstream buyer in Q1 2021 was JP Morgan Chase, an estimated $3.63M added.
  • The largest Summit Midstream seller in Q1 2021 was Guggenheim Capital, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2021.