Summit Midstream
SMC
30 hedge funds and large institutions have $73.3M invested in Summit Midstream 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.
1% more capital invested
Capital invested by funds: $72.8M → $73.3M (+$452K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.98% less ownership
Funds ownership: 46.5% → 43.52% (-3%)
6% less funds holding
Funds holding: 32 → 30 (-2)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
62% less call options, than puts
Call options by funds: $18K | Put options by funds: $47K
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$165K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.36K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
+$4.62K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$2.72M |
| 2 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$319K |
| 3 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$232K |
| 4 |
Morgan Stanley
New York
|
-$220K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$67.5K |
SMC Hedge Fund Activity: Q2 2023 in Review
30 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2023, worth a combined $73.3M — up 0.62% from $72.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SMC and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was JP Morgan Chase, adding an estimated $165K. The largest seller was Nomura Holdings, cutting an estimated $2.72M.
- 30 institutional investors held Summit Midstream (SMC) as of Q2 2023, down from 32 in Q1 2023.
- Funds reported $73.3M of Summit Midstream stock for Q2 2023, up 0.62% quarter-over-quarter.
- 1 fund opened new Summit Midstream positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest Summit Midstream buyer in Q2 2023 was JP Morgan Chase, an estimated $165K added.
- The largest Summit Midstream seller in Q2 2023 was Nomura Holdings, an estimated $2.72M sold.
Based on aggregated 13F filings for Q2 2023.