SMC

Summit Midstream Corporation
SMC

Overview Fund Activity

35 hedge funds and large institutions have $121M invested in Summit Midstream Corporation in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
9
Reduced
10
Closed
3
Calls
$256K
Puts
$32K
Net Calls
+$224K
Net Calls Change
+$162K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.85M
3
FI
3
Fractal Investments
Connecticut
$1.6M
4
EGA
4
Eagle Global Advisors
Texas
$1.92M
5
PHS
5
Pekin Hardy Strauss
Illinois
$1.22M

Top Sellers

1
SCM
1
Shenkman Capital Management
New York
$16.7M
2
AM
2
Ares Management
California
$9.55M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33M
4
Bank of America
4
Bank of America
North Carolina
$12.7M
5
Belvedere Trading
5
Belvedere Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$33.9M 953,352 – –
SCM
2
Shenkman Capital Management
New York
$16.7M 470,313 -113,307 -19%
Bank of America
3
Bank of America
North Carolina
$12.7M 357,182 -70,942 -17%
Goldman Sachs
4
Goldman Sachs
New York
$10.2M 287,291 -4,208 -1%
AM
5
Ares Management
California
$9.55M 268,647 -72,700 -21%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$6.33M 177,880 -72,573 -29%
Morgan Stanley
7
Morgan Stanley
New York
$5.2M 146,174 +94,908 +185%
VFA
8
Virtus Fund Advisers
Connecticut
$3.85M 108,293 – –
LMGAM
9
Liberty Mutual Group Asset Management
Massachusetts
$3.02M 84,840 – –
First Trust Advisors
10
First Trust Advisors
Illinois
$2.85M 80,020 +80,020 New
Blackstone Inc
11
Blackstone Inc
New York
$2.17M 60,928 +2,924 +5%
FCM
12
Farallon Capital Management
California
$2.07M 58,214 – –
EGA
13
Eagle Global Advisors
Texas
$1.92M 53,924 +34,948 +184%
FI
14
Fractal Investments
Connecticut
$1.6M 45,000 +45,000 New
Wells Fargo
15
Wells Fargo
California
$1.55M 43,502 -4,398 -9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.28M 36,113 +3,731 +12%
PHS
17
Pekin Hardy Strauss
Illinois
$1.22M 34,225 +19,775 +137%
Citadel Advisors
18
Citadel Advisors
Florida
$972K 27,340 +160 +0.6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$769K 21,627 +7,532 +53%
VFA
20
Valeo Financial Advisors
Indiana
$537K 15,093 – –
UBS Group
21
UBS Group
Switzerland
$464K 13,043 +13,043 New
Wolverine Trading
22
Wolverine Trading
Illinois
$455K 12,788 +12,788 New
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$386K 10,859 +10,859 New
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$347K 9,798 +7,895 +415%
OBGC
25
O'Brien Greene & Co
Pennsylvania
$297K 8,340 +8,340 New
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