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SMC

Summit Midstream

31 hedge funds and large institutions have $68.8M invested in Summit Midstream in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

24% more capital invested

Capital invested by funds: $55.5M → $68.8M (+$13.2M)

15% more funds holding

Funds holding: 2731 (+4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$13.6M
SCM
2
Shenkman Capital Management
New York
$12.8M +$17.6M +859,826 New
Bank of America
3
Bank of America
North Carolina
$6.37M +$4.76M +232,509 +119%
CU
4
CQS (US)
New York
$5.81M +$6.83M +334,001 +590%
AM
5
Ares Management
California
$5.31M +$1.74M +85,000 +31%
Nomura Holdings
6
Nomura Holdings
Japan
$4.4M +$3.92M +191,440 +182%
Goldman Sachs
7
Goldman Sachs
New York
$3.97M +$5.46M +266,815 New
JP Morgan Chase
8
JP Morgan Chase
New York
$3.46M +$1.64M +80,214 +53%
Nomura Asset Management
9
Nomura Asset Management
Japan
$2.6M +$2.04M +99,742 +133%
Barclays
10
Barclays
United Kingdom
$2.51M +$3.45M +168,826 New
Morgan Stanley
11
Morgan Stanley
New York
$1.7M -$485K -23,717 -17%
LMGAM
12
Liberty Mutual Group Asset Management
Massachusetts
$1.57M
Amundi
13
Amundi
France
$744K
FCM
14
Farallon Capital Management
California
$641K +$881K +43,055 New
Blackstone Inc
15
Blackstone Inc
New York
$487K -$47.2K -2,308 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$468K
Ohio Public Employees Retirement System (OPERS)
17
Ohio Public Employees Retirement System (OPERS)
Ohio
$452K +$622K +30,400 New
AUIM
18
Aegon USA Investment Management
Iowa
$409K +$168K +8,208 +43%
Citigroup
19
Citigroup
New York
$263K +$60.9K +2,976 +20%
VFA
20
Valeo Financial Advisors
Indiana
$225K
CA
21
Cetera Advisors
Colorado
$213K +$48.5K +2,370 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$202K
UBS Group
23
UBS Group
Switzerland
$184K -$39.1K -1,914 -13%
PL
24
Protective Life
Alabama
$184K +$253K +12,350 New
OHA
25
Oak Hill Advisors
New York
$149K