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SWN

Southwestern Energy Company

Delisted

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

489 hedge funds and large institutions have $9.54B invested in Southwestern Energy Company in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 194 increasing their positions, 162 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 162

5% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 81

2% less funds holding

Funds holding: 499489 (-10)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less capital invested

Capital invested by funds: $13.8B → $9.54B (-$4.21B)

40% less call options, than puts

Call options by funds: $126M | Put options by funds: $212M

Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
13.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
77
Increased
194
Reduced
162
Closed
81
Calls
$126M
Puts
$212M
Net Calls
-$86M
Net Calls Change
-$86.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WFG Advisors
Texas
$17K +$18.7K +582 +1,532%
OSNBOA
452
Old Second National Bank of Aurora
Illinois
$16K
CTC
453
Central Trust Company
Missouri
$14K -$42.4K -1,320 -73%
OMCS
454
Old Mutual Customised Solutions
South Africa
$14K
PMFA
455
Plante Moran Financial Advisors
Michigan
$14K
ST
456
SpiderRock Trading
Illinois
$14K
W
457
Wealthfront
California
$14K +$2.86K +89 +20%
WT
458
Whittier Trust
California
$13K
GWA
459
Genesis Wealth Advisors
Massachusetts
$11.9K +$13.7K +425 New
AA
460
AlphaMark Advisors
Kentucky
$11K
VFA
461
Virtus Fund Advisers
Connecticut
$11K
Envestnet Asset Management
462
Envestnet Asset Management
Illinois
$11K +$9.96K +310 +310%
ATC
463
Adirondack Trust Company
New York
$11K +$12.9K +400 New
DADC
464
D.A. Davidson & Co
Montana
$10K -$31.9K -993 -71%
AC
465
Alexandria Capital
Virginia
$9K +$1.86K +58 +22%
ST
466
Smithfield Trust
Pennsylvania
$8K
MFS
467
MSI Financial Services
Massachusetts
$8K +$289 +9 +3%
RNS
468
Robert N. Shapiro
$7K -$54.6K -1,701 -85%
LWA
469
Lenox Wealth Advisors
New York
$7K -$6.84K -213 -47%
JWA
470
JFS Wealth Advisors
Pennsylvania
$7K +$4.5K +140 +140%
NPC
471
National Planning Corporation
California
$6.47K +$8.58K +267 New
CG
472
Colony Group
Massachusetts
$6K -$2.63K -82 -26%
MIM
473
Macroview Investment Management
Maryland
$5K -$9.64K -300 -63%
GAM
474
Gemmer Asset Management
California
$5K -$4.59K -143 -46%
RA
475
Rational Advisors
New York
$5K +$5.46K +170 New

SWN Hedge Fund Activity: Q4 2014 in Review

489 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Southwestern Energy Company (SWN) for Q4 2014, worth a combined $9.54B — down 31% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SWN and 77 opened new positions — a net loss of 4 holders — while 162 trimmed existing stakes and 194 added.

The largest buyer was Capital Research Global Investors, adding an estimated $454M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $2.12B sold.

  • 489 institutional investors held Southwestern Energy Company (SWN) as of Q4 2014, down from 499 in Q3 2014.
  • Funds reported $9.54B of Southwestern Energy Company stock for Q4 2014, down 31% quarter-over-quarter.
  • 77 funds opened new Southwestern Energy Company positions in Q4 2014 and 81 closed out, a net change of -4 holders.
  • The largest Southwestern Energy Company buyer in Q4 2014 was Capital Research Global Investors, an estimated $454M added.
  • The largest Southwestern Energy Company seller in Q4 2014 was Americafirst Capital Management, an estimated $2.12B sold.

Based on aggregated 13F filings for Q4 2014.