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SMC

Summit Midstream
SMC

61 hedge funds and large institutions have $151M invested in Summit Midstream in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,060% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $10K

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 59 → 61 (+2)

2% more capital invested

Capital invested by funds: $148M → $151M (+$3.51M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.26% less ownership

Funds ownership: 36.77% → 36.51% (-0.26%)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
16
Closed
7
Calls
$1.02M
Puts
$10K
Net Calls
+$1.01M
Net Calls Change
-$966K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.92M
3
Millennium Management
Millennium Management
New York
+$6.26M
4
EGA
Eagle Global Advisors
Texas
+$4.6M
5
VIA
Virtus Investment Advisers
Connecticut
+$4.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.7M
2
SCM
Shenkman Capital Management
New York
-$4.7M
3
AM
Ares Management
California
-$3.04M
4
RC
Rangeley Capital
Connecticut
-$1.72M
5
Goldman Sachs
Goldman Sachs
New York
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$32.4M +$148K +3,674 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.3M +$9.4M +233,760 +52%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$11.9M +$6.92M +172,107 +97%
Morgan Stanley
4
Morgan Stanley
New York
$7.18M +$4.26M +105,950 +100%
Millennium Management
5
Millennium Management
New York
$6.92M +$6.26M +155,655 +320%
EGA
6
Eagle Global Advisors
Texas
$6.38M +$4.6M +114,304 +155%
Bank of America
7
Bank of America
North Carolina
$6.15M -$5.7M -141,680 -44%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$5.3M +$2.21M +55,012 +54%
BlackRock
9
BlackRock
New York
$4.78M -$69.8K -1,736 -1%
VIA
10
Virtus Investment Advisers
Connecticut
$3.67M +$4.35M +108,293 New
SCM
11
Shenkman Capital Management
New York
$3.48M -$4.7M -116,962 -53%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.29M +$142K +3,526 +4%
BCM
13
Bridgeway Capital Management
Texas
$2.96M +$1.05M +26,041 +42%
LMGAM
14
Liberty Mutual Group Asset Management
Massachusetts
$2.88M – – –
Goldman Sachs
15
Goldman Sachs
New York
$2.42M -$1.59M -39,458 -36%
EF
16
Empowered Funds
Pennsylvania
$2.02M +$122K +3,041 +5%
FCM
17
Farallon Capital Management
California
$1.97M – – –
GCWM
18
Graham Capital Wealth Management
District of Columbia
$1.94M -$960K -23,873 -29%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$1.84M +$1.05M +26,101 +93%
Citadel Advisors
20
Citadel Advisors
Florida
$1.56M +$633K +15,736 +52%
FI
21
Fractal Investments
Connecticut
$1.53M – – –
State Street
22
State Street
Massachusetts
$1.43M +$181K +4,500 +12%
ACG
23
Aventail Capital Group
New York
$1.39M – – –
Charles Schwab
24
Charles Schwab
California
$1.19M +$1.41M +35,192 New
Jane Street
25
Jane Street
New York
$1.18M +$993K +24,699 +243%
1
2 3

SMC Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q1 2025, worth a combined $151M — up 2.4% from $148M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMC positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.4M. The largest seller was Bank of America, cutting an estimated $5.7M.

  • 61 institutional investors held Summit Midstream (SMC) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $151M of Summit Midstream stock for Q1 2025, up 2.4% quarter-over-quarter.
  • 10 funds opened new Summit Midstream positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Summit Midstream buyer in Q1 2025 was Vanguard Group, an estimated $9.4M added.
  • The largest Summit Midstream seller in Q1 2025 was Bank of America, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2025.