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SWN

Southwestern Energy Company

Delisted

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

456 hedge funds and large institutions have $7.09B invested in Southwestern Energy Company in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 173 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $12.8M

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

8% more capital invested

Capital invested by funds: $6.59B → $7.09B (+$500M)

6% less funds holding

Funds holding: 483456 (-27)

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 85

32% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 173

Holders
456
Holders Change
-27
Holders Change %
-5.59%
% of All Funds
6.55%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.37%
New
60
Increased
118
Reduced
173
Closed
85
Calls
$19.5M
Puts
$12.8M
Net Calls
+$6.7M
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$2.2K
BGAI
427
Bruce G. Allen Investments
Colorado
$2.18K
VWM
428
Venturi Wealth Management
Texas
$2.13K +$1.94K +300 New
WT
429
Washington Trust
Rhode Island
$1.92K
TIM
430
Tortoise Investment Management
New York
$1.78K
CAS
431
Coppell Advisory Solutions
Texas
$1.76K
PWMG
432
Prestige Wealth Management Group
New Jersey
$1.71K
DF
433
Dunhill Financial
United Kingdom
$1.49K
WCM
434
Westend Capital Management
California
$1.47K
IA
435
IFP Advisors
Florida
$1.41K -$56.2K -8,702 -98%
AF
436
Advisornet Financial
Minnesota
$1.28K -$1.1K -171 -49%
SIC
437
SJS Investment Consulting
Ohio
$1.25K +$103 +16 +10%
IAIM
438
International Assets Investment Management
Florida
$1.25K +$49.2K +7,619 +611%
QC
439
Quent Capital
New York
$1.17K
FUBT
440
First United Bank & Trust
Maryland
$1.07K
FHA
441
First Horizon Advisors
Tennessee
$1.04K
FMP
442
Financial Management Professionals
Texas
$1K
HGERS
443
Householder Group Estate & Retirement Specialist
Arizona
$1K
RTC
444
Riverview Trust Company
Washington
$818 +$742 +115 New
AssetMark Inc
445
AssetMark Inc
California
$754
TPW
446
Talon Private Wealth
Florida
$697 +$632 +98 New
CPA
447
Capital Performance Advisors
California
$640 +$581 +90 New
LSA
448
Leonteq Securities AG
Switzerland
$590 +$407 +63 +315%
TFM
449
TFC Financial Management
Massachusetts
$448 +$39 +6 +11%
VWA
450
Valued Wealth Advisors
Utah
$271 -$84 -13 -25%

SWN Hedge Fund Activity: Q3 2024 in Review

456 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwestern Energy Company (SWN) for Q3 2024, worth a combined $7.09B — up 7.6% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of SWN and 60 opened new positions — a net loss of 25 holders — while 173 trimmed existing stakes and 118 added.

The largest buyer was HBK Investments, adding an estimated $241M. The largest seller was KGH Ltd, exiting entirely with an estimated $118M sold.

  • 456 institutional investors held Southwestern Energy Company (SWN) as of Q3 2024, down from 483 in Q2 2024.
  • Funds reported $7.09B of Southwestern Energy Company stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 60 funds opened new Southwestern Energy Company positions in Q3 2024 and 85 closed out, a net change of -25 holders.
  • The largest Southwestern Energy Company buyer in Q3 2024 was HBK Investments, an estimated $241M added.
  • The largest Southwestern Energy Company seller in Q3 2024 was KGH Ltd, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2024.