Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Summit Midstream Corporation (SMC)

72 + Investors. Track Smart Money conviction in SMC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
7Q ▲
Buyers last Q
54%

Smart Money Signals — SMC

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SMC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
72 hedge funds hold SMC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

37 buying32 selling
Last quarter: 37 funds bought or added vs 32 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 12 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

■ 4% conviction (2yr+) ■ 57% medium ■ 39% new
Only 3 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

10 → 21 → 12 → 12 → 14 new funds/Q
New funds entering each quarter: 21 → 12 → 12 → 14. SMC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 4% veterans, 50% new entrants

■ 4% veterans ■ 46% 1-2yr ■ 50% new
Of 76 current holders: 3 (4%) held 2+ years, 35 held 1–2 years, 38 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
31 of 72 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in SMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMC

In 2026 Q1, 37 hedge funds were net buyers of SMC (14 opened a new position, 23 added to an existing one), while 32 reduced or exited (25 trimmed, 7 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in SMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: SMC

How many hedge funds hold SMC — quarterly history vs. share price
Quarterly hedge fund ownership of SMC vs. share price

Market Analysis: SMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Summit Midstream Corporation (SMC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMC has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
SMC
+22.8%
XLE
+16.6%

SMC outperformed XLE by +6.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
SMC
+0.0%
XLE
+0.0%

Since the filing became public, SMC outperformed XLE by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SMC
2026 Q2 Stats Unlock in 3 days 72 + Investors

Track Smart Money conviction in SMC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 65 10.77%
13F Shares 6M 6M -1.7%
Total Value $171M $155M 10.5%
New Positions 14 12 +2
Increased Positions 23 23 -
Closed Positions 7 11 -4
Reduced Positions 23 19 +4
Total Calls 3 2 50.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: SMC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMC. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Deltroit Asset Management (UK) LLP 3.34% 815,000 $23.2M
2 Ark & Tlk Investments, LLC 0.39% 55,705 $1.6M
3 Flat Footed LLC 0.35% 158,517 $4.5M
4 Eagle Global Advisors LLC 0.25% 263,086 $7.5M
5 Liberty Mutual Group Asset Management Inc. 0.21% 84,840 $2.4M
6 Fractal Investments LLC 0.15% 45,000 $1.3M
7 Jb Capital Partners LP 0.12% 26,165 $745K
8 Odyssean, LLC 0.07% 15,717 $448K
9 Bridgeway Capital Management, LLC 0.06% 119,553 $3.4M
10 Algert Global LLC 0.02% 57,553 $1.6M
11 Summit Financial, LLC 0.02% 52,985 $1.5M
12 XTX Topco Ltd 0.01% 22,506 $641K
13 Martingale Asset Management L P 0.01% 10,838 $309K
14 Voleon Capital Management LP 0.01% 11,238 $320K
15 Valeo Financial Advisors, LLC 0.01% 9,418 $268K
16 Engineers Gate Manager LP 0.00% 10,711 $305K
17 Jump Financial, LLC 0.00% 6,298 $213K
18 Ancora Advisors LLC 0.00% 5,027 $143K
19 American Century Companies Inc 0.00% 155,119 $4.4M
20 Cetera Investment Advisers 0.00% 55,433 $1.6M
21 Tower Research Capital LLC (TRC) 0.00% 1,238 $35K
22 MetLife Investment Management, LLC 0.00% 6,308 $180K
23 Point72 Asset Management, L.P. 0.00% 17,844 $508K
24 Ameritas Investment Partners, Inc. 0.00% 708 $20K
25 Police & Firemen's Retirement System of New Jersey 0.00% 2,283 $65K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Summit Midstream Corporation (SMC)

What does the Smart Money Trend signal show for SMC?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SMC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMC?

Slight buying edge — 54% buying: Last quarter: 37 funds bought or added vs 32 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMC holders?

Elite ownership — 54% AUM from top-100 funds: 31 of 72 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in SMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMC?

Mostly new holders — 39% entered in last year: Only 3 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Summit Midstream Corporation (SMC) following the 2026 Q2 hedge fund 13F filings?

As of today, SMC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLE sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SMC has gained +22.8% vs +16.6% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →