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Summit Midstream Partners, LP

SMLPDelisted Aug 1, 2024
Industry
Natural Gas Transmission
SEC CIK
0001549922

Summit Midstream Partners, LP was delisted on Aug 1, 2024; its insiders filed their last Form 4 on Aug 2, 2024; 35 institutions reported holding it in 13F filings for Q2 2024, worth $121.3M in total; no superinvestor held it.

13F holders, Q2 2024

Institutional positions in Summit Midstream Partners, LP as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

SMLP is no longer listed, so this page shows Q2 2024. 13F filings for later quarters list far fewer holders.

Institutional holders
35
+6 vs. Q1 2024
Shares held
3.41M
−25.0K (−0.7%) vs. Q1 2024
Total value
$121.3M
+$24.8M (+25.8%) vs. Q1 2024
New holders
9
9 more added
Sold out
3
10 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMLP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 35 institutions
Q1 2021: 27 institutionsQ2 2021: 25 institutionsQ3 2021: 28 institutionsQ4 2021: 26 institutionsQ1 2022: 30 institutionsQ2 2022: 32 institutionsQ3 2022: 30 institutionsQ4 2022: 33 institutionsQ1 2023: 31 institutionsQ2 2023: 30 institutionsQ3 2023: 31 institutionsQ4 2023: 30 institutionsQ1 2024: 30 institutionsQ2 2024: 35 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2024: $121.3M
Q1 2021: $52.0MQ2 2021: $64.6MQ3 2021: $94.2MQ4 2021: $55.2MQ1 2022: $68.6MQ2 2022: $59.9MQ3 2022: $68.9MQ4 2022: $75.3MQ1 2023: $72.6MQ2 2023: $73.3MQ3 2023: $62.5MQ4 2023: $79.8MQ1 2024: $96.4MQ2 2024: $121.3MQ3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SMLP and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 202435$121.3M
Q1 202430$96.4M
Q4 202330$79.8M
Q3 202331$62.5M
Q2 202330$73.3M
Q1 202331$72.6M
Q4 202233$75.3M
Q3 202230$68.9M
Q2 202232$59.9M
Q1 202230$68.6M
Q4 202126$55.2M
Q3 202128$94.2M
Q2 202125$64.6M
Q1 202127$52.0M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Summit Midstream Partners, LP; share changes are against Q1 2024.

Institutions holding SMLP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.953,352$33.9M0.01%00.0%Unchanged
Shenkman Capital Management Inc470,313$16.7M1.44%−113,307−19.4%Reduced
Bank of America Corp357,182$12.7M0.00%−70,942−16.6%Reduced
Goldman Sachs Group Inc287,291$10.2M0.00%−4,208−1.4%Reduced
Ares Management LLC268,647$9.55M0.28%−72,700−21.3%Reduced
JPMorgan Chase & Co177,880$6.33M0.00%−72,573−29.0%Reduced
Morgan Stanley146,174$5.20M0.00%+94,908+185.1%Added
Virtus Fund Advisers, LLC108,293$3.85M15.24%00.0%Unchanged
Liberty Mutual Group Asset Management Inc.84,840$3.02M0.44%00.0%Unchanged
First Trust Advisors LP80,020$2.85M0.00%+80,020New
Blackstone Group Inc.60,928$2.17M0.01%+2,924+5.0%Added
Farallon Capital Management, L.L.C.58,214$2.07M0.01%00.0%Unchanged
Eagle Global Advisors LLC53,924$1.92M0.10%+34,948+184.2%Added
Fractal Investments LLC45,000$1.60M0.28%+45,000New
Wells Fargo & Company43,502$1.55M0.00%−4,398−9.2%Reduced
Susquehanna International Group, LLP36,113$1.28M0.00%+3,731+11.5%Added
Pekin Hardy Strauss, Inc.34,225$1.22M0.17%+19,775+136.9%Added
Citadel Advisors LLC27,340$972.2K0.00%+160+0.6%Added
Cetera Investment Advisers21,627$769.1K0.00%+7,532+53.4%Added
Valeo Financial Advisors, LLC15,093$536.7K0.02%00.0%Unchanged
UBS Group AG13,043$463.8K0.00%+13,043New
Wolverine Trading, LLC12,788$454.7K0.01%+12,788New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,859$386.0K0.00%+10,859New
Acadian Asset Management LLC9,798$347.0K0.00%+7,895+414.9%Added
O'Brien Greene & Co. Inc8,340$296.6K0.09%+8,340New
AEGON USA Investment Management, LLC8,124$288.9K0.23%−4,195−34.1%Reduced
Royal Bank of Canada7,623$271.0K0.00%+610+8.7%Added
Jane Street Group, LLC7,288$259.2K0.00%+7,288New
GPS Wealth Strategies Group, LLC650$23.1K0.00%00.0%Unchanged
Simplex Trading, LLC601$21.0K0.00%−3,771−86.3%Reduced
Group One Trading, L.P.485$17.2K0.00%−800−62.3%Reduced
Advisor Group Holdings, Inc.118$4.20K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)115$4.09K0.00%−28−19.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.100$3.56K0.00%+100New
Coppell Advisory Solutions LLC11$3910.00%+11New
Belvedere Trading LLC0$00.00%−15,083−100.0%Sold out
Mariner, LLC0$00.00%−12,948−100.0%Sold out
BFSG, LLC0$00.00%−10−100.0%Sold out
Cutler Group LP––––Not filed