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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 2023

Institutional positions in Summit Midstream Partners, LP as of Jun 30, 2023. 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
30
−1 vs. Q1 2023
Shares held
4.51M
−210.3K (−4.5%) vs. Q1 2023
Total value
$73.3M
+$683.8K (+0.9%) vs. Q1 2023
New holders
1
5 more added
Sold out
2
10 more reduced

Compare with Q1 2023: 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 2023: 30 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 2023: $73.3M
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 2023

Shares, value and share of portfolio for each institution holding Summit Midstream Partners, LP; share changes are against Q1 2023.

Institutions holding SMLP in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.5$810.00%00.0%Unchanged
Coppell Advisory Solutions LLC11$1730.00%+11New
Simplex Trading, LLC468$7.00K0.00%+300+178.6%Added
GPS Wealth Strategies Group, LLC650$10.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,211$35.9K0.00%+2,093+1,773.7%Added
Acadian Asset Management LLC2,289$37.0K0.00%−2,039−47.1%Reduced
Morgan Stanley6,179$100.4K0.00%−14,311−69.8%Reduced
UBS Group AG10,815$175.7K0.00%−856−7.3%Reduced
Protective Life Corp12,350$200.7K0.16%00.0%Unchanged
Royal Bank of Canada14,056$228.0K0.00%−2,000−12.5%Reduced
Susquehanna International Group, LLP14,039$228.1K0.00%−1,281−8.4%Reduced
Citadel Advisors LLC17,153$278.7K0.00%−380−2.2%Reduced
Wells Fargo & Company23,281$378.3K0.00%+348+1.5%Added
Cetera Advisors LLC23,696$385.1K0.01%+250+1.1%Added
AEGON USA Investment Management, LLC25,933$421.4K0.24%00.0%Unchanged
Public Employees Retirement System of Ohio30,400$494.0K0.00%00.0%Unchanged
Barclays PLC42,973$698.3K0.00%−1,000−2.3%Reduced
Blackstone Group Inc.58,004$942.6K0.00%00.0%Unchanged
Farallon Capital Management, L.L.C.58,214$946.0K0.01%00.0%Unchanged
Liberty Mutual Group Asset Management Inc.84,840$1.38M0.35%−20,700−19.6%Reduced
Virtus Fund Advisers, LLC108,293$1.76M12.43%00.0%Unchanged
Nomura Asset Management Co Ltd174,882$2.84M0.01%00.0%Unchanged
JPMorgan Chase & Co203,342$3.30M0.00%+10,742+5.6%Added
Nomura Holdings Inc229,997$3.74M0.04%−176,817−43.5%Reduced
Goldman Sachs Group Inc266,815$4.34M0.00%00.0%Unchanged
Ares Management LLC346,628$5.63M0.12%00.0%Unchanged
CQS (US), LLC469,539$7.63M0.92%00.0%Unchanged
Bank of America Corp473,564$7.70M0.00%−4,387−0.9%Reduced
Shenkman Capital Management Inc893,866$14.5M1.13%00.0%Unchanged
Invesco Ltd.914,071$14.9M0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)0$00.00%−298−100.0%Sold out
BlackRock Inc.0$00.00%−15−100.0%Sold out