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SMC

Summit Midstream
SMC

27 hedge funds and large institutions have $55.5M invested in Summit Midstream in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 29 → 27 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

41% less capital invested

Capital invested by funds: $94.7M → $55.5M (-$39.2M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
6
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$3.23M
2
Morgan Stanley
Morgan Stanley
New York
+$1.27M
3
SCM
Southport Capital Management
Tennessee
+$414K
4
AUIM
Aegon USA Investment Management
Iowa
+$304K
5
Bank of America
Bank of America
North Carolina
+$219K

Top Sellers

1
EC
ECP ControlCo
New Jersey
-$3.33M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.48M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.37M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$2.32M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$20.3M – – –
AM
2
Ares Management
California
$6.03M – – –
EC
3
ECP ControlCo
New Jersey
$5.64M -$3.33M -108,592 -30%
Bank of America
4
Bank of America
North Carolina
$4.34M +$219K +7,129 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.39M -$2.48M -80,638 -35%
Morgan Stanley
6
Morgan Stanley
New York
$3.06M +$1.27M +41,366 +43%
LMGAM
7
Liberty Mutual Group Asset Management
Massachusetts
$2.34M -$1.16M -37,740 -26%
Nomura Holdings
8
Nomura Holdings
Japan
$2.33M +$3.23M +105,325 New
Nomura Asset Management
9
Nomura Asset Management
Japan
$1.67M -$2.32M -75,490 -50%
CU
10
CQS (US)
New York
$1.26M – – –
Amundi
11
Amundi
France
$1.16M – – –
Blackstone Inc
12
Blackstone Inc
New York
$778K -$90.5K -2,947 -8%
Federated Hermes
13
Federated Hermes
Pennsylvania
$699K – – –
AUIM
14
Aegon USA Investment Management
Iowa
$428K +$304K +9,900 +105%
VFA
15
Valeo Financial Advisors
Indiana
$335K – – –
Citigroup
16
Citigroup
New York
$326K -$12.5K -407 -3%
UBS Group
17
UBS Group
Switzerland
$317K +$191K +6,232 +77%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$302K – – –
SCM
19
Southport Capital Management
Tennessee
$300K +$414K +13,500 New
CA
20
Cetera Advisors
Colorado
$265K +$72.4K +2,358 +25%
OHA
21
Oak Hill Advisors
New York
$223K – – –
Wells Fargo
22
Wells Fargo
California
$46K +$64.1K +2,089 +26,113%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$6K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$4K -$16.3K -532 -72%
GI
25
Gradient Investments
Minnesota
$3K – – –
1
2

SMC Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q4 2021, worth a combined $55.5M — down 41% from $94.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SMC and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $3.23M. The largest seller was ECP ControlCo, cutting an estimated $3.33M.

  • 27 institutional investors held Summit Midstream (SMC) as of Q4 2021, down from 29 in Q3 2021.
  • Funds reported $55.5M of Summit Midstream stock for Q4 2021, down 41% quarter-over-quarter.
  • 2 funds opened new Summit Midstream positions in Q4 2021 and 4 closed out, a net change of -2 holders.
  • The largest Summit Midstream buyer in Q4 2021 was Nomura Holdings, an estimated $3.23M added.
  • The largest Summit Midstream seller in Q4 2021 was ECP ControlCo, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2021.