SMC

Summit Midstream Corporation
SMC

Overview Fund Activity

30 hedge funds and large institutions have $73.3M invested in Summit Midstream Corporation in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
10
Closed
3
Calls
$18K
Puts
$47K
Net Calls
-$29K
Net Calls Change
-$83K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$35.9K
3
Wells Fargo
3
Wells Fargo
California
$378K
4
Simplex Trading
4
Simplex Trading
Illinois
$7K
5
CA
5
Cetera Advisors
Colorado
$385K

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$3.74M
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$1.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$100K
4
VFA
4
Valeo Financial Advisors
Indiana
$0
5
Bank of America
5
Bank of America
North Carolina
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$14.9M 914,071 – –
SCM
2
Shenkman Capital Management
New York
$14.5M 893,866 – –
Bank of America
3
Bank of America
North Carolina
$7.7M 473,564 -4,387 -0.9%
CU
4
CQS (US)
New York
$7.63M 469,539 – –
AM
5
Ares Management
California
$5.63M 346,628 – –
Goldman Sachs
6
Goldman Sachs
New York
$4.34M 266,815 – –
Nomura Holdings
7
Nomura Holdings
Japan
$3.74M 229,997 -176,817 -43%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$3.3M 203,342 +10,742 +6%
Nomura Asset Management
9
Nomura Asset Management
Japan
$2.84M 174,882 – –
VFA
10
Virtus Fund Advisers
Connecticut
$1.76M 108,293 – –
LMGAM
11
Liberty Mutual Group Asset Management
Massachusetts
$1.38M 84,840 -20,700 -20%
FCM
12
Farallon Capital Management
California
$946K 58,214 – –
Blackstone Inc
13
Blackstone Inc
New York
$943K 58,004 – –
Barclays
14
Barclays
United Kingdom
$698K 42,973 -1,000 -2%
Ohio Public Employees Retirement System (OPERS)
15
Ohio Public Employees Retirement System (OPERS)
Ohio
$494K 30,400 – –
AUIM
16
Aegon USA Investment Management
Iowa
$421K 25,933 – –
CA
17
Cetera Advisors
Colorado
$385K 23,696 +250 +1%
Wells Fargo
18
Wells Fargo
California
$378K 23,281 +348 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$279K 17,153 -380 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$228K 14,039 -1,281 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$228K 14,056 -2,000 -12%
PL
22
Protective Life
Alabama
$201K 12,350 – –
UBS Group
23
UBS Group
Switzerland
$176K 10,815 -856 -7%
Morgan Stanley
24
Morgan Stanley
New York
$100K 6,179 -14,311 -70%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$37K 2,289 -2,039 -47%
1
2