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SMC

Summit Midstream
SMC

62 hedge funds and large institutions have $115M invested in Summit Midstream in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

2% more funds holding

Funds holding: 61 → 62 (+1)

1.6% more ownership

Funds ownership: 36.51% → 38.1% (+1.6%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

24% less capital invested

Capital invested by funds: $151M → $115M (-$36.9M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% 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
22
Increased
18
Reduced
14
Closed
21
Calls
$272K
Puts
–
Net Calls
+$272K
Net Calls Change
-$734K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.4M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.69M
3
ATI
ARK & TLK Investments
Oklahoma
+$3.08M
4
State Street
State Street
Massachusetts
+$2.07M
5
Charles Schwab
Charles Schwab
California
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.13M
2
Millennium Management
Millennium Management
New York
-$4.56M
3
VIA
Virtus Investment Advisers
Connecticut
-$3.67M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.62M
5
Goldman Sachs
Goldman Sachs
New York
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$23.7M +$222K +8,079 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.8M -$1.2M -43,595 -6%
BlackRock
3
BlackRock
New York
$15.4M +$13.4M +487,710 +346%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.68M +$3.69M +134,388 +138%
EGA
5
Eagle Global Advisors
Texas
$4.79M +$193K +7,031 +4%
Bank of America
6
Bank of America
North Carolina
$4.32M -$151K -5,493 -3%
Morgan Stanley
7
Morgan Stanley
New York
$3.55M -$1.85M -67,413 -32%
VFIA
8
Virtus Fixed Income Advisers
Connecticut
$2.94M +$3.29M +119,749 New
State Street
9
State Street
Massachusetts
$2.88M +$2.07M +75,359 +179%
ATI
10
ARK & TLK Investments
Oklahoma
$2.75M +$3.08M +112,084 New
SCM
11
Shenkman Capital Management
New York
$2.62M – – –
Charles Schwab
12
Charles Schwab
California
$2.43M +$1.75M +63,857 +181%
BCM
13
Bridgeway Capital Management
Texas
$2.29M +$160K +5,833 +7%
LMGAM
14
Liberty Mutual Group Asset Management
Massachusetts
$2.08M – – –
EF
15
Empowered Funds
Pennsylvania
$1.95M +$549K +19,985 +34%
Citadel Advisors
16
Citadel Advisors
Florida
$1.95M +$912K +33,182 +72%
Northern Trust
17
Northern Trust
Illinois
$1.84M +$1.53M +55,686 +287%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.49M -$2.62M -95,543 -61%
GCWM
19
Graham Capital Wealth Management
District of Columbia
$1.45M +$55.4K +2,017 +4%
FCM
20
Farallon Capital Management
California
$1.43M – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.34M -$8.13M -295,810 -84%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$1.33M +$1.49M +54,332 New
FI
23
Fractal Investments
Connecticut
$1.1M – – –
ACG
24
Aventail Capital Group
New York
$1.01M – – –
Millennium Management
25
Millennium Management
New York
$935K -$4.56M -166,141 -81%
1
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SMC Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q2 2025, worth a combined $115M — down 24% from $151M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMC positions and 21 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $13.4M. The largest seller was Susquehanna International Group, cutting an estimated $8.13M.

  • 62 institutional investors held Summit Midstream (SMC) as of Q2 2025, up from 61 in Q1 2025.
  • Funds reported $115M of Summit Midstream stock for Q2 2025, down 24% quarter-over-quarter.
  • 22 funds opened new Summit Midstream positions in Q2 2025 and 21 closed out, a net change of +1 holder.
  • The largest Summit Midstream buyer in Q2 2025 was BlackRock, an estimated $13.4M added.
  • The largest Summit Midstream seller in Q2 2025 was Susquehanna International Group, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2025.