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SWN

Southwestern Energy Company
SWN

Delisted

SWN was delisted on the 30th of September, 2024.

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464 hedge funds and large institutions have $6.28B invested in Southwestern Energy Company in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 153 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

20% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $52.5M

8% more capital invested

Capital invested by funds: $5.82B → $6.28B (+$454M)

5% more funds holding

Funds holding: 442 → 464 (+22)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

11% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 153

Holders
464
Holders Change
+22
Holders Change %
+4.98%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
76
Increased
136
Reduced
153
Closed
51
Calls
$63.2M
Puts
$52.5M
Net Calls
+$10.7M
Net Calls Change
-$6.29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$149M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.9M
4
ECA
Encompass Capital Advisors
New York
+$43.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$142M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$59.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$58.4M
4
RCMU
Rokos Capital Management (UK)
United Kingdom
-$54.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$43.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
351
Smith, Moore & Co
Missouri
$100K – – –
HIMC
352
Heritage Investors Management Corp
Maryland
$99K -$24.5K -3,850 -20%
TCA
353
Transcend Capital Advisors
New Jersey
$97.9K -$944 -148 -1%
EWA
354
Exencial Wealth Advisors
Oklahoma
$97.4K +$427 +67 +0.4%
CHAM
355
Clear Harbor Asset Management
Connecticut
$96.8K – – –
LSC
356
Lesa Sroufe & Co
Washington
$95K – – –
CP
357
Covenant Partners
Tennessee
$93.3K +$92.2K +14,464 New
BTI
358
Blue Trust Inc
Georgia
$93K -$580 -91 -0.6%
BL
359
Balentine LLC
Georgia
$90.4K – – –
HH
360
HWG Holdings
Texas
$89.7K – – –
AWM
361
Axxcess Wealth Management
California
$88.7K +$87.7K +13,750 New
RIM
362
Reliant Investment Management
Tennessee
$88.4K +$87.3K +13,700 New
TLP
363
Tri Locum Partners
New York
$88.3K +$87.3K +13,693 New
CAM
364
Claret Asset Management
Quebec, Canada
$88K – – –
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$87.8K +$22K +3,444 +34%
S
366
SignatureFD
Georgia
$85.6K +$408 +64 +0.5%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$85K +$25.2K +3,950 +43%
SFA
368
Sequoia Financial Advisors
Ohio
$84K +$83K +13,017 New
GAA
369
Global Assets Advisory
Florida
$83.8K +$82.9K +13,000 New
MC
370
Machina Capital
France
$83.2K +$82.2K +12,901 New
AWE
371
Avidian Wealth Enterprises
Texas
$81.9K – – –
CIAS
372
Capital Investment Advisory Services
North Carolina
$80.9K -$122K -19,130 -60%
AWM
373
AE Wealth Management
Kansas
$77.7K +$5.47K +858 +8%
Baird Financial Group
374
Baird Financial Group
Wisconsin
$77.5K +$7.69K +1,206 +11%
CI
375
Cigna Investments
Connecticut
$76K -$9.65K -1,514 -11%
13 14
15
16 17

SWN Hedge Fund Activity: Q3 2023 in Review

464 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southwestern Energy Company (SWN) for Q3 2023, worth a combined $6.28B — up 7.8% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SWN positions and 51 closed out — a net gain of 25 holders — while 136 added to existing stakes and 153 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $142M.

  • 464 institutional investors held Southwestern Energy Company (SWN) as of Q3 2023, up from 442 in Q2 2023.
  • Funds reported $6.28B of Southwestern Energy Company stock for Q3 2023, up 7.8% quarter-over-quarter.
  • 76 funds opened new Southwestern Energy Company positions in Q3 2023 and 51 closed out, a net change of +25 holders.
  • The largest Southwestern Energy Company buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $149M added.
  • The largest Southwestern Energy Company seller in Q3 2023 was T. Rowe Price Associates, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2023.