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SMC

Summit Midstream
SMC

59 hedge funds and large institutions have $148M invested in Summit Midstream in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,460% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $57K

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

74% more funds holding

Funds holding: 34 → 59 (+25)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $128M → $148M (+$19.8M)

2.43% more ownership

Funds ownership: 34.34% → 36.77% (+2.4%)

Holders
59
Holders Change
+25
Holders Change %
+73.53%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
12
Reduced
9
Closed
3
Calls
$2.03M
Puts
$57K
Net Calls
+$1.97M
Net Calls Change
+$946K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.28M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$2.91M
4
BCM
Bridgeway Capital Management
Texas
+$2.21M
5
EF
Empowered Funds
Pennsylvania
+$2.03M

Top Sellers

1
SCM
Shenkman Capital Management
New York
-$7.07M
2
Goldman Sachs
Goldman Sachs
New York
-$6.34M
3
AM
Ares Management
California
-$4.24M
4
Blackstone Inc
Blackstone Inc
New York
-$2.45M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$36M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.1M – – –
Bank of America
3
Bank of America
North Carolina
$12.2M -$864K -24,029 -7%
SCM
4
Shenkman Capital Management
New York
$8.3M -$7.07M -196,574 -47%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.74M +$3.28M +91,091 +104%
BlackRock
6
BlackRock
New York
$5.39M +$349K +9,705 +7%
Goldman Sachs
7
Goldman Sachs
New York
$4.19M -$6.34M -176,364 -61%
VFA
8
Virtus Fund Advisers
Connecticut
$4.09M – – –
Morgan Stanley
9
Morgan Stanley
New York
$4.01M +$1.57M +43,584 +70%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$3.83M +$3.64M +101,348 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.54M -$36.7K -1,020 -1%
LMGAM
12
Liberty Mutual Group Asset Management
Massachusetts
$3.21M – – –
GCWM
13
Graham Capital Wealth Management
District of Columbia
$3.06M +$2.91M +81,023 New
AM
14
Ares Management
California
$3.04M -$4.24M -117,976 -59%
EGA
15
Eagle Global Advisors
Texas
$2.79M +$1.51M +42,035 +132%
BCM
16
Bridgeway Capital Management
Texas
$2.32M +$2.21M +61,440 New
FCM
17
Farallon Capital Management
California
$2.2M – – –
RC
18
Rangeley Capital
Connecticut
$2.18M +$2.08M +57,777 New
EF
19
Empowered Funds
Pennsylvania
$2.13M +$2.03M +56,440 New
Millennium Management
20
Millennium Management
New York
$1.84M +$1.5M +41,665 +600%
FI
21
Fractal Investments
Connecticut
$1.7M – – –
ACG
22
Aventail Capital Group
New York
$1.55M +$1.48M +41,054 New
State Street
23
State Street
Massachusetts
$1.42M +$1.35M +37,585 New
PHS
24
Pekin Hardy Strauss
Illinois
$1.4M -$18K -500 -1%
Citigroup
25
Citigroup
New York
$1.26M +$631K +17,535 +111%
1
2 3

SMC Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q4 2024, worth a combined $148M — up 15% from $128M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SMC positions and 3 closed out — a net gain of 25 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $3.64M. The largest seller was Shenkman Capital Management, cutting an estimated $7.07M.

  • 59 institutional investors held Summit Midstream (SMC) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $148M of Summit Midstream stock for Q4 2024, up 15% quarter-over-quarter.
  • 28 funds opened new Summit Midstream positions in Q4 2024 and 3 closed out, a net change of +25 holders.
  • The largest Summit Midstream buyer in Q4 2024 was Arrowstreet Capital, an estimated $3.64M added.
  • The largest Summit Midstream seller in Q4 2024 was Shenkman Capital Management, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2024.