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SWN

Southwestern Energy Company

Delisted

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

479 hedge funds and large institutions have $7.29B invested in Southwestern Energy Company in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 131 increasing their positions, 169 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $18.9M

15% more capital invested

Capital invested by funds: $6.34B → $7.29B (+$949M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

12% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 76

1% more funds holding

Funds holding: 476479 (+3)

22% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 169

Holders
479
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
6.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
85
Increased
131
Reduced
169
Closed
76
Calls
$51.6M
Puts
$18.9M
Net Calls
+$32.6M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
451
UMB Bank
Missouri
$2.13K +$1.91K +281 New
TIM
452
Tortoise Investment Management
New York
$1.9K
PWMG
453
Prestige Wealth Management Group
New Jersey
$1.83K
LSA
454
Leonteq Securities AG
Switzerland
$1.61K -$3.42K -504 -70%
DF
455
Dunhill Financial
United Kingdom
$1.59K
WCM
456
Westend Capital Management
California
$1.57K +$1.41K +207 New
HGERS
457
Householder Group Estate & Retirement Specialist
Arizona
$1.52K
TLA
458
Tanglewood Legacy Advisors
Texas
$1.52K
HIA
459
Harbor Investment Advisory
Maryland
$1.38K +$1.24K +182 New
QC
460
Quent Capital
New York
$1.25K -$1.32K -194 -54%
PCM
461
Perritt Capital Management
Illinois
$1.23K
FUBT
462
First United Bank & Trust
Maryland
$1.14K
DA
463
Denali Advisors
California
$1.12K -$1.08K -159 -52%
FHA
464
First Horizon Advisors
Tennessee
$1.11K
SAM
465
Smartleaf Asset Management
Massachusetts
$1.09K +$794 +117 +418%
EWM
466
Evermay Wealth Management
Virginia
$1.06K +$951 +140 New
SIC
467
SJS Investment Consulting
Ohio
$1.04K
AW
468
Avion Wealth
Texas
$1K
FMP
469
Financial Management Professionals
Texas
$1K
LFG
470
Larson Financial Group
Missouri
$917 -$98.6K -14,518 -99%
CA
471
CoreCap Advisors
Michigan
$614 +$550 +81 New
TFM
472
TFC Financial Management
Massachusetts
$433
VWA
473
Valued Wealth Advisors
Utah
$387 +$312 +46 +920%
BF
474
BOK Financial
Oklahoma
$137 +$122 +18 New
TWP
475
TFO Wealth Partners
Ohio
$106

SWN Hedge Fund Activity: Q1 2024 in Review

479 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southwestern Energy Company (SWN) for Q1 2024, worth a combined $7.29B — up 15% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWN positions and 76 closed out — a net gain of 9 holders — while 131 added to existing stakes and 169 trimmed.

The largest buyer was Magnetar Financial, adding an estimated $81.6M. The largest seller was Ridgemont Partners Management, exiting entirely with an estimated $117M sold.

  • 479 institutional investors held Southwestern Energy Company (SWN) as of Q1 2024, up from 476 in Q4 2023.
  • Funds reported $7.29B of Southwestern Energy Company stock for Q1 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Southwestern Energy Company positions in Q1 2024 and 76 closed out, a net change of +9 holders.
  • The largest Southwestern Energy Company buyer in Q1 2024 was Magnetar Financial, an estimated $81.6M added.
  • The largest Southwestern Energy Company seller in Q1 2024 was Ridgemont Partners Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.