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SWN

Southwestern Energy Company

Delisted

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

429 hedge funds and large institutions have $6.25B invested in Southwestern Energy Company in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 140 increasing their positions, 131 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

80% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 54

73% more capital invested

Capital invested by funds: $3.62B → $6.25B (+$2.64B)

10% more funds holding

Funds holding: 390429 (+39)

7% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 131

47% less call options, than puts

Call options by funds: $108M | Put options by funds: $203M

Holders
429
Holders Change
+39
Holders Change %
+10%
% of All Funds
11.45%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
97
Increased
140
Reduced
131
Closed
54
Calls
$108M
Puts
$203M
Net Calls
-$95.5M
Net Calls Change
-$97.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
401
Cornerstone Advisors (Washington)
Washington
$8K
GAM
402
Gemmer Asset Management
California
$8K
QCG
403
Quadrant Capital Group
Ohio
$8K +$1.03K +85 +13%
IA
404
IFP Advisors
Florida
$8K +$8.04K +663 New
TWA
405
TCI Wealth Advisors
Arizona
$7K
AA
406
AlphaMark Advisors
Kentucky
$5K
CTC
407
Central Trust Company
Missouri
$5K
TFO
408
Tarbox Family Office
California
$5K +$3.23K +266 +156%
JCM
409
Jacobi Capital Management
Pennsylvania
$5K +$4.95K +408 New
PMFA
410
Plante Moran Financial Advisors
Michigan
$4K
ZB
411
Zions Bancorporation
Utah
$4K
IWMPD
412
Integrated Wealth Management (Palm Desert)
California
$3K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$3K
BIG
414
Bellwether Investment Group
Tennessee
$3K +$2.42K +200 New
AIM
415
Advantage Investment Management
Iowa
$2K
KF
416
Krilogy Financial
Missouri
$2K
ATC
417
Adirondack Trust Company
New York
$2K +$1.59K +131 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$1K -$3.82K -315 -76%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.51K -125 -57%
PCP
420
Proficio Capital Partners
Massachusetts
$1K -$242 -20 -31%
BWP
421
Baldwin Wealth Partners
Massachusetts
$1K
HCM
422
Herndon Capital Management
Georgia
$1K +$533 +44 New
FPFS
423
First Personal Financial Services
North Carolina
$1K +$606 +50 New
GXMC
424
Global X Management Company
New York
$1K +$655 +54 New
KTC
425
Kistler-Tiffany Companies
Pennsylvania
$1K +$885 +73 New

SWN Hedge Fund Activity: Q2 2016 in Review

429 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southwestern Energy Company (SWN) for Q2 2016, worth a combined $6.25B — up 73% from $3.62B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SWN positions and 54 closed out — a net gain of 43 holders — while 140 added to existing stakes and 131 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Ameriprise, cutting an estimated $65.3M.

  • 429 institutional investors held Southwestern Energy Company (SWN) as of Q2 2016, up from 390 in Q1 2016.
  • Funds reported $6.25B of Southwestern Energy Company stock for Q2 2016, up 73% quarter-over-quarter.
  • 97 funds opened new Southwestern Energy Company positions in Q2 2016 and 54 closed out, a net change of +43 holders.
  • The largest Southwestern Energy Company buyer in Q2 2016 was Capital Research Global Investors, an estimated $139M added.
  • The largest Southwestern Energy Company seller in Q2 2016 was Ameriprise, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2016.