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SMC

Summit Midstream

73 hedge funds and large institutions have $165M invested in Summit Midstream in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,040% more call options, than puts

Call options by funds: $8.92M | Put options by funds: $284K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more funds holding

Funds holding: 6573 (+8)

7% more capital invested

Capital invested by funds: $154M → $165M (+$11.3M)

3.14% less ownership

Funds ownership: 47.05%43.91% (-3.1%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
22
Reduced
25
Closed
6
Calls
$8.92M
Puts
$284K
Net Calls
+$8.63M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$29.3M -$48.5K -1,664 -0.2%
DAMU
2
Deltroit Asset Management (UK)
$21.4M
BlackRock
3
BlackRock
New York
$19.6M -$551K -18,886 -3%
VCM
4
Vanguard Capital Management
Pennsylvania
$15.3M +$14.8M +506,171 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.05M -$147K -5,041 -2%
EGA
6
Eagle Global Advisors
Texas
$6.86M +$670K +22,976 +11%
State Street
7
State Street
Massachusetts
$5.4M +$649K +22,259 +14%
Charles Schwab
8
Charles Schwab
California
$5.27M -$776K -26,601 -13%
Bank of America
9
Bank of America
North Carolina
$4.67M -$298K -10,220 -6%
FFL
10
Flat Footed LLC
Wyoming
$3.76M -$6.77M -232,289 -65%
American Century Companies
11
American Century Companies
Missouri
$3.7M +$2.39M +82,122 +204%
BCM
12
Bridgeway Capital Management
Texas
$3.56M +$234K +8,037 +7%
ATI
13
ARK & TLK Investments
Oklahoma
$3.3M -$3.33M -114,291 -51%
Morgan Stanley
14
Morgan Stanley
New York
$2.91M +$2.12M +72,856 +312%
EF
15
Empowered Funds
Pennsylvania
$2.72M +$234K +8,037 +10%
LMGAM
16
Liberty Mutual Group Asset Management
Massachusetts
$2.57M
VFT
17
Vanguard Fiduciary Trust
Pennsylvania
$2.16M +$2.08M +71,407 New
Northern Trust
18
Northern Trust
Illinois
$2.13M +$34.7K +1,191 +2%
FCM
19
Farallon Capital Management
California
$1.76M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.71M +$841K +28,840 +104%
SF
21
Summit Financial
New Jersey
$1.6M
VPM
22
Vanguard Portfolio Management
Pennsylvania
$1.5M +$1.45M +49,660 New
AG
23
Algert Global
California
$1.41M +$32.4K +1,110 +2%
FI
24
Fractal Investments
Connecticut
$1.36M
Jane Street
25
Jane Street
New York
$1.29M +$1.01M +34,486 +418%