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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 2021

Institutional positions in Summit Midstream Partners, LP as of Jun 30, 2021. 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

Institutional holders
25
−2 vs. Q1 2021
Shares held
2.13M
−80.7K (−3.7%) vs. Q1 2021
Total value
$64.6M
+$12.6M (+24.2%) vs. Q1 2021
New holders
6
2 more added
Sold out
8
6 more reduced

Compare with Q1 2021: 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 2021: 25 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 2021: $64.6M
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 2021

Shares, value and share of portfolio for each institution holding Summit Midstream Partners, LP; share changes are against Q1 2021.

Institutions holding SMLP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.5$00.00%00.0%Unchanged
Wells Fargo & Company8$00.00%00.0%Unchanged
BlackRock Inc.15$00.00%+15New
Harbour Investments, Inc.27$1.00K0.00%00.0%Unchanged
Gradient Investments LLC145$4.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.315$9.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.739$23.0K0.00%00.0%Unchanged
Jump Financial, LLC6,800$207.0K0.02%+6,800New
UBS Group AG6,971$212.0K0.00%−1,453−17.2%Reduced
Citigroup Inc8,966$272.0K0.00%+8,833+6,641.4%Added
Marshall Wace, LLP9,502$289.0K0.00%+9,502New
Oak Hill Advisors LP10,034$305.0K0.03%00.0%Unchanged
Royal Bank of Canada13,598$413.0K0.00%00.0%Unchanged
AEGON USA Investment Management, LLC14,045$427.0K0.13%−1,531−9.8%Reduced
Blackstone Group Inc.31,349$952.0K0.00%−5,377−14.6%Reduced
Federated Hermes, Inc.31,464$956.0K0.00%00.0%Unchanged
Amundi48,193$1.46M0.00%+48,193New
CQS (US), LLC56,653$1.72M0.10%00.0%Unchanged
Goldman Sachs Group Inc85,770$2.61M0.00%+85,770New
Morgan Stanley98,830$3.00M0.00%−5,351−5.1%Reduced
Liberty Mutual Group Asset Management Inc.143,280$4.35M0.23%+143,280New
JPMorgan Chase & Co174,196$5.29M0.00%−3,599−2.0%Reduced
Bank of America Corp175,943$5.34M0.00%+8,424+5.0%Added
Ares Management LLC296,309$9.00M0.32%−5,219−1.7%Reduced
Invesco Ltd.914,071$27.8M0.01%00.0%Unchanged
Ameriprise Financial Inc0$00.00%−186,967−100.0%Sold out
NYL Investors LLC0$00.00%−75,738−100.0%Sold out
Creative Planning0$00.00%−36,430−100.0%Sold out
Barings LLC0$00.00%−35,590−100.0%Sold out
West Family Investments, Inc.0$00.00%−22,379−100.0%Sold out
California Public Employees Retirement System0$00.00%−9,021−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,712−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−137−100.0%Sold out