SMC

Summit Midstream Corporation
SMC

Overview Fund Activity

30 hedge funds and large institutions have $80.1M invested in Summit Midstream Corporation in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
4
Increased
7
Reduced
8
Closed
5
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$284K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$586K
3
AM
3
Ares Management
California
$6.66M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.2M
5
Wells Fargo
5
Wells Fargo
California
$769K

Top Sellers

1
CU
1
CQS (US)
New York
$6.88M
2
Nomura Asset Management
2
Nomura Asset Management
Japan
$2.7M
3
Bank of America
3
Bank of America
North Carolina
$7.83M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CA
5
Cetera Advisors
Colorado
$232K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$16.3M 910,352 – –
SCM
2
Shenkman Capital Management
New York
$16M 893,866 – –
Bank of America
3
Bank of America
North Carolina
$7.83M 437,295 -20,912 -5%
CU
4
CQS (US)
New York
$6.88M 384,197 -85,342 -18%
AM
5
Ares Management
California
$6.66M 371,628 +25,000 +7%
Goldman Sachs
6
Goldman Sachs
New York
$5.2M 290,075 +23,260 +9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$5.03M 280,814 +50,835 +22%
Nomura Holdings
8
Nomura Holdings
Japan
$3.98M 222,089 -2,265 -1%
Nomura Asset Management
9
Nomura Asset Management
Japan
$2.7M 150,849 -22,592 -13%
VFA
10
Virtus Fund Advisers
Connecticut
$1.94M 108,293 – –
LMGAM
11
Liberty Mutual Group Asset Management
Massachusetts
$1.52M 84,840 – –
FCM
12
Farallon Capital Management
California
$1.04M 58,214 – –
Blackstone Inc
13
Blackstone Inc
New York
$1.04M 58,004 – –
Wells Fargo
14
Wells Fargo
California
$769K 42,923 +16,876 +65%
Morgan Stanley
15
Morgan Stanley
New York
$586K 32,694 +26,842 +459%
Ohio Public Employees Retirement System (OPERS)
16
Ohio Public Employees Retirement System (OPERS)
Ohio
$544K 30,400 – –
AUIM
17
Aegon USA Investment Management
Iowa
$474K 26,448 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$358K 19,969 +713 +4%
VFA
19
Valeo Financial Advisors
Indiana
$270K 15,093 – –
UBS Group
20
UBS Group
Switzerland
$268K 14,980 +3,879 +35%
CA
21
Cetera Advisors
Colorado
$232K 12,970 -11,326 -47%
PHS
22
Pekin Hardy Strauss
Illinois
$232K 12,950 +12,950 New
Barclays
23
Barclays
United Kingdom
$118K 6,579 -704 -10%
TRCT
24
Tower Research Capital (TRC)
New York
$47.6K 2,660 +2,660 New
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$34K 1,903 – –
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