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Summit Rock Advisors, LP: Analyzing Q3 and Q4 2022 Holdings of XLE, IWN and More

Ava Hoppe | 1 May, 2023

Summit Rock Advisors, LP is a hedge fund based in New York City that manages over $3.6 billion in assets. As part of its quarterly filings with the SEC, Summit Rock Advisors, LP recently disclosed its holdings as of Q3 2022 and Q4 2022. In this article, we will delve deep into the changes in holdings of the fund over these two quarters and analyze their impact on the market.

One stock that saw the most significant increase in Summit Rock Advisors, LP's holdings is the SELECT SECTOR SPDR TR ENERGY (XLE). The fund increased its holdings in XLE from 1,084,604 shares in Q3 2022 to 1,131,109 shares in Q4 2022, marking a 26.7% change. This change in Summit Rock Advisor's investment in XLE represents a bullish outlook on the energy sector, signaling confidence in its prospects for growth.

ISHARES TR RUS 2000 VAL ETF (IWN) is another stock that saw an increase in Summit Rock Advisor's holdings over the two quarters. The fund invested in 338,862 IWN shares in Q3 2022 and increased its holdings to 345,250 shares in Q4 2022, marking a 9.6% change. This move signals the fund's bullishness on the small-cap value sector, as IWN tracks the performance of the Russell 2000 Value Index.

Summit Rock Advisors, LP exited its position in VANGUARD INTL EQUITY INDEX FUND (VT) entirely in Q4 2022 after holding 66,600 shares in the fund in the prior quarter. This move highlights the fund's bearish outlook on international equities, signaling that it would rather allocate assets elsewhere.

PLANET LABS PBC (PL) and DAY ONE BIOPHARMACEUTICALS (DAWN) are two other names that Summit Rock Advisors, LP entirely exited its position in Q4 2022 after holding 102,880 and 25,751 shares, respectively, in the prior quarter. These moves indicate that the fund did not see any potential in these companies and instead chose to allocate capital to other opportunities.

In conclusion, based on the changes highlighted in this article, we can see that Summit Rock Advisors, LP is a fund that is continuously restructuring its portfolio by adding and removing positions. Some of the fund's actions are bullish, while others are bearish. It is crucial for investors to keep track of the fund's holdings and assess its confidence in each stock. As always, it is essential to conduct due diligence and not merely rely on a hedge fund's actions before making any investment decisions.

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