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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, Q4 2022

Institutional positions in Summit Midstream Partners, LP as of Dec 31, 2022. 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
33
+3 vs. Q3 2022
Shares held
4.52M
−66.2K (−1.4%) vs. Q3 2022
Total value
$75.3M
+$6.46M (+9.4%) vs. Q3 2022
New holders
5
7 more added
Sold out
2
7 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 33 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 heldQ4 2022: $75.3M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Summit Midstream Partners, LP; share changes are against Q3 2022.

Institutions holding SMLP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.914,071$15.2M0.00%00.0%Unchanged
Shenkman Capital Management Inc884,826$14.8M0.92%+25,000+2.9%Added
CQS (US), LLC469,539$7.83M1.03%+55,285+13.3%Added
Bank of America Corp414,902$6.92M0.00%−44,374−9.7%Reduced
Ares Management LLC356,628$5.95M0.29%00.0%Unchanged
Goldman Sachs Group Inc266,815$4.45M0.00%00.0%Unchanged
Nomura Holdings Inc261,159$4.29M0.04%−8,882−3.3%Reduced
JPMorgan Chase & Co196,370$3.27M0.00%−48,425−19.8%Reduced
Nomura Asset Management Co Ltd174,882$2.92M0.02%00.0%Unchanged
Virtus Fund Advisers, LLC108,293$1.81M12.96%00.0%Unchanged
Liberty Mutual Group Asset Management Inc.105,540$1.76M0.47%00.0%Unchanged
Blackstone Group Inc.58,794$980.7K0.00%+38+0.1%Added
Amundi48,193$890.6K0.00%00.0%Unchanged
Farallon Capital Management, L.L.C.43,055$718.2K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio30,400$507.0K0.00%00.0%Unchanged
AEGON USA Investment Management, LLC25,933$432.6K0.25%00.0%Unchanged
Susquehanna International Group, LLP24,845$414.4K0.00%+3,466+16.2%Added
Wells Fargo & Company24,357$406.3K0.00%−7,210−22.8%Reduced
Morgan Stanley24,142$402.7K0.00%−31,678−56.8%Reduced
Cetera Advisors LLC21,169$353.1K0.01%+1,150+5.7%Added
Citadel Advisors LLC19,242$321.0K0.00%+19,242New
UBS Group AG15,126$252.3K0.00%+980+6.9%Added
Protective Life Corp12,350$206.0K0.16%00.0%Unchanged
Barclays PLC8,826$147.2K0.00%00.0%Unchanged
Royal Bank of Canada5,000$84.0K0.00%+2,458+96.7%Added
Deutsche Bank AG206$3.44K0.00%+206New
Advisor Group Holdings, Inc.140$2.00K0.00%−67−32.4%Reduced
Simplex Trading, LLC112$1.00K0.00%−1,661−93.7%Reduced
GWM Advisors LLC25$4170.00%+25New
Coppell Advisory Solutions LLC24$4000.00%+24New
Coppell Advisory Solutions Corp.24$4000.00%+24New
BlackRock Inc.15$2500.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.5$830.00%00.0%Unchanged
Federated Hermes, Inc.0$00.00%−31,464−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−315−100.0%Sold out