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SMC

Summit Midstream

65 hedge funds and large institutions have $154M invested in Summit Midstream in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $843K | Put options by funds: $269K

59% more capital invested

Capital invested by funds: $96.9M → $154M (+$57.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8.53% more ownership

Funds ownership: 38.52%47.05% (+8.5%)

2% more funds holding

Funds holding: 6465 (+1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
23
Reduced
19
Closed
10
Calls
$843K
Puts
$269K
Net Calls
+$574K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$25.9M +$70.9K +2,983 +0.3%
DAMU
2
Deltroit Asset Management (UK)
$18.9M +$16.8M +707,056 New
BlackRock
3
BlackRock
New York
$17.8M +$400K +16,811 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.8M -$263K -11,078 -2%
FFL
5
Flat Footed LLC
Wyoming
$9.51M +$8.48M +356,567 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.35M +$178K +7,497 +3%
ATI
7
ARK & TLK Investments
Oklahoma
$5.96M +$2.65M +111,441 +99%
EGA
8
Eagle Global Advisors
Texas
$5.44M -$1.44M -60,364 -23%
Charles Schwab
9
Charles Schwab
California
$5.36M +$1.28M +53,733 +37%
Bank of America
10
Bank of America
North Carolina
$4.4M +$139K +5,837 +4%
State Street
11
State Street
Massachusetts
$4.17M +$535K +22,505 +17%
VFIA
12
Virtus Fixed Income Advisers
Connecticut
$3.19M
BCM
13
Bridgeway Capital Management
Texas
$2.93M +$189K +7,953 +8%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$2.62M -$40K -1,683 -2%
LMGAM
15
Liberty Mutual Group Asset Management
Massachusetts
$2.26M
EF
16
Empowered Funds
Pennsylvania
$2.18M +$189K +7,953 +11%
Northern Trust
17
Northern Trust
Illinois
$1.84M -$175K -7,367 -10%
FCM
18
Farallon Capital Management
California
$1.55M
SF
19
Summit Financial
New Jersey
$1.41M
ACG
20
Aventail Capital Group
New York
$1.36M -$24 -1 -0%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.36M -$41.1K -1,728 -3%
AG
22
Algert Global
California
$1.22M -$1.76K -74 -0.2%
FI
23
Fractal Investments
Connecticut
$1.2M
American Century Companies
24
American Century Companies
Missouri
$1.08M +$354K +14,886 +59%
Citadel Advisors
25
Citadel Advisors
Florida
$851K -$263K -11,068 -26%

SMC Hedge Fund Activity: Q4 2025 in Review

65 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q4 2025, worth a combined $154M — up 59% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMC positions and 10 closed out — a net gain of 1 holder — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Flat Footed LLC, opening a new position worth an estimated $8.48M. The largest seller was Shenkman Capital Management, exiting entirely with an estimated $1.99M sold.

  • 65 institutional investors held Summit Midstream (SMC) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $154M of Summit Midstream stock for Q4 2025, up 59% quarter-over-quarter.
  • 11 funds opened new Summit Midstream positions in Q4 2025 and 10 closed out, a net change of +1 holder.
  • The largest Summit Midstream buyer in Q4 2025 was Flat Footed LLC, an estimated $8.48M added.
  • The largest Summit Midstream seller in Q4 2025 was Shenkman Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2025.