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Summit Midstream Partners, LP (SMLP) institutional ownership

Market cap$405M SectorEnergy
Funds holding · Q3 2024
36
reported SMLP position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q3 2024
Activity unavailable N/A
0 buyers · 36 sellers

Summit Midstream Partners, LP (SMLP) price and institutional activity

Dates

Q3 2024

$0 bought by 0 investors
$0 sold by 36 investors
Invesco Ltd.Shenkman Capital Management Inc +34 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Summit Midstream Partners, LP (SMLP) institutional activity · 36

Investor Type Est. change Change Δ Own Date
Invesco Ltd. · Exited
Change −953K Δ Own −100.0% Date Q3 2024
Invesco Ltd. Exited· Q3 2024 −953K −100.0% Q3 2024
Shenkman Capital Management Inc · Exited
Change −470K Δ Own −100.0% Date Q3 2024
Shenkman Capital Management Inc Exited· Q3 2024 −470K −100.0% Q3 2024
Bank of America Corp · Exited
Change −357K Δ Own −100.0% Date Q3 2024
Bank of America Corp Exited· Q3 2024 −357K −100.0% Q3 2024
Goldman Sachs Group Inc · Exited
Change −287K Δ Own −100.0% Date Q3 2024
Goldman Sachs Group Inc Exited· Q3 2024 −287K −100.0% Q3 2024
Ares Management LLC · Exited
Change −269K Δ Own −100.0% Date Q3 2024
Ares Management LLC Exited· Q3 2024 −269K −100.0% Q3 2024
JPMorgan Chase & Co · Exited
Change −178K Δ Own −100.0% Date Q3 2024
JPMorgan Chase & Co Exited· Q3 2024 −178K −100.0% Q3 2024
Morgan Stanley · Exited
Change −146K Δ Own −100.0% Date Q3 2024
Morgan Stanley Exited· Q3 2024 −146K −100.0% Q3 2024
Virtus Capital Advisers, LLC · Exited
Change −108K Δ Own −100.0% Date Q3 2024
Virtus Capital Advisers, LLC Exited· Q3 2024 −108K −100.0% Q3 2024
Liberty Mutual Group Asset Management Inc. · Exited
Change −85K Δ Own −100.0% Date Q3 2024
Liberty Mutual Group Asset Management Inc. Exited· Q3 2024 −85K −100.0% Q3 2024
First Trust Advisors LP · Exited
Change −80K Δ Own −100.0% Date Q3 2024
First Trust Advisors LP Exited· Q3 2024 −80K −100.0% Q3 2024
Blackstone Inc. · Exited
Change −61K Δ Own −100.0% Date Q3 2024
Blackstone Inc. Exited· Q3 2024 −61K −100.0% Q3 2024
Farallon Capital Management LLC · Exited
Change −58K Δ Own −100.0% Date Q3 2024
Farallon Capital Management LLC Exited· Q3 2024 −58K −100.0% Q3 2024
Eagle Global Advisors LLC · Exited
Change −54K Δ Own −100.0% Date Q3 2024
Eagle Global Advisors LLC Exited· Q3 2024 −54K −100.0% Q3 2024
Fractal Investments LLC · Exited
Change −45K Δ Own −100.0% Date Q3 2024
Fractal Investments LLC Exited· Q3 2024 −45K −100.0% Q3 2024
Wells Fargo & Company · Exited
Change −44K Δ Own −100.0% Date Q3 2024
Wells Fargo & Company Exited· Q3 2024 −44K −100.0% Q3 2024
Data through Q3 2024 · filed Dec 26, 2024
15 of 36

Famous investor activity in Summit Midstream Partners, LP (SMLP)

Summit Midstream Partners, LP (SMLP) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
He Zhengxu 810K
% of shares outstanding 7.8% Filing date Mar 26, 2024
He Zhengxu 810K 7.8% Mar 26, 2024
Energy Capital Partners Ii, LLC 263K
% of shares outstanding 3.9% Filing date Oct 22, 2021
Energy Capital Partners Ii, LLC 263K 3.9% Oct 22, 2021
Ares Management LLC 11K
% of shares outstanding 0.2% Filing date Feb 14, 2022
Ares Management LLC 11K 0.2% Feb 14, 2022
Invesco Ltd.
% of shares outstanding 0.0% Filing date Sep 9, 2024
Invesco Ltd. 0.0% Sep 9, 2024
4 of 4

Summit Midstream Partners, LP (SMLP) ownership FAQ

Who owns SMLP?

36 reporting institutions disclosed SMLP position changes in the Q3 2024 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q3 2024.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.