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SMC

Summit Midstream

29 hedge funds and large institutions have $94.7M invested in Summit Midstream in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

46% more capital invested

Capital invested by funds: $65.1M → $94.7M (+$29.7M)

12% more funds holding

Funds holding: 2629 (+3)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$32.5M
EC
2
ECP ControlCo
New Jersey
$12.2M +$12.8M +362,571 New
AM
3
Ares Management
California
$9.66M -$873K -24,681 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$8.29M +$2.09M +59,029 +34%
Bank of America
5
Bank of America
North Carolina
$6.69M +$435K +12,293 +7%
Nomura Asset Management
6
Nomura Asset Management
Japan
$5.35M +$5.33M +150,630 New
LMGAM
7
Liberty Mutual Group Asset Management
Massachusetts
$5.09M
Morgan Stanley
8
Morgan Stanley
New York
$3.43M -$81.8K -2,312 -2%
First Trust Advisors
9
First Trust Advisors
Illinois
$2.37M +$2.36M +66,790 New
CU
10
CQS (US)
New York
$2.01M
Amundi
11
Amundi
France
$1.71M
Blackstone Inc
12
Blackstone Inc
New York
$1.35M +$234K +6,623 +21%
Federated Hermes
13
Federated Hermes
Pennsylvania
$1.12M
VFA
14
Valeo Financial Advisors
Indiana
$537K
Citigroup
15
Citigroup
New York
$536K +$217K +6,125 +68%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$483K
OHA
17
Oak Hill Advisors
New York
$357K
CA
18
Cetera Advisors
Colorado
$340K +$339K +9,573 New
AUIM
19
Aegon USA Investment Management
Iowa
$334K -$165K -4,657 -33%
UBS Group
20
UBS Group
Switzerland
$287K +$38.7K +1,094 +16%
P3I
21
Progeny 3 Inc
Washington
$72K +$71.7K +2,028 New
Osaic Holdings
22
Osaic Holdings
Arizona
$27K
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$11K
GI
24
Gradient Investments
Minnesota
$5K
BlackRock
25
BlackRock
New York
$1K