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SMC

Summit Midstream
SMC

33 hedge funds and large institutions have $60.1M invested in Summit Midstream in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

6% more funds holding

Funds holding: 31 → 33 (+2)

13% less capital invested

Capital invested by funds: $68.8M → $60.1M (-$8.72M)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $211K

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
–
Calls
$1K
Puts
$211K
Net Calls
-$210K
Net Calls Change
-$210K

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$2.61M
2
Bank of America
Bank of America
North Carolina
+$270K
3
GCP
GSA Capital Partners
United Kingdom
+$223K
4
Wells Fargo
Wells Fargo
California
+$213K
5
CA
Cetera Advisors
Colorado
+$53.1K

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.22M
2
Morgan Stanley
Morgan Stanley
New York
-$224K
3
Citigroup
Citigroup
New York
-$193K
4
Blackstone Inc
Blackstone Inc
New York
-$31.3K
5
AUIM
Aegon USA Investment Management
Iowa
-$27.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$11.6M – – –
SCM
2
Shenkman Capital Management
New York
$10.9M – – –
Nomura Holdings
3
Nomura Holdings
Japan
$5.67M +$2.61M +149,440 +50%
Bank of America
4
Bank of America
North Carolina
$5.64M +$270K +15,451 +4%
CU
5
CQS (US)
New York
$4.97M – – –
AM
6
Ares Management
California
$4.54M – – –
Goldman Sachs
7
Goldman Sachs
New York
$3.4M – – –
JP Morgan Chase
8
JP Morgan Chase
New York
$2.97M +$3.85K +221 +0.1%
Nomura Asset Management
9
Nomura Asset Management
Japan
$2.23M – – –
LMGAM
10
Liberty Mutual Group Asset Management
Massachusetts
$1.34M – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.29M -$224K -12,837 -11%
Barclays
12
Barclays
United Kingdom
$1.26M -$1.22M -69,773 -41%
Amundi
13
Amundi
France
$607K – – –
FCM
14
Farallon Capital Management
California
$548K – – –
Federated Hermes
15
Federated Hermes
Pennsylvania
$401K – – –
Blackstone Inc
16
Blackstone Inc
New York
$394K -$31.3K -1,792 -5%
Ohio Public Employees Retirement System (OPERS)
17
Ohio Public Employees Retirement System (OPERS)
Ohio
$387K – – –
AUIM
18
Aegon USA Investment Management
Iowa
$330K -$27.3K -1,563 -6%
CA
19
Cetera Advisors
Colorado
$221K +$53.1K +3,043 +21%
Wells Fargo
20
Wells Fargo
California
$197K +$213K +12,227 +375%
VFA
21
Valeo Financial Advisors
Indiana
$192K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$173K – – –
UBS Group
23
UBS Group
Switzerland
$172K +$19.5K +1,119 +9%
GCP
24
GSA Capital Partners
United Kingdom
$163K +$223K +12,799 New
PL
25
Protective Life
Alabama
$157K – – –
1
2

SMC Hedge Fund Activity: Q2 2022 in Review

33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2022, worth a combined $60.1M — down 13% from $68.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SMC positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $2.61M. The largest seller was Barclays, cutting an estimated $1.22M.

  • 33 institutional investors held Summit Midstream (SMC) as of Q2 2022, up from 31 in Q1 2022.
  • Funds reported $60.1M of Summit Midstream stock for Q2 2022, down 13% quarter-over-quarter.
  • 2 funds opened new Summit Midstream positions in Q2 2022 and 0 closed out, a net change of +2 holders.
  • The largest Summit Midstream buyer in Q2 2022 was Nomura Holdings, an estimated $2.61M added.
  • The largest Summit Midstream seller in Q2 2022 was Barclays, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2022.