We are live on ! Find out more
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
Capital Research Global Investors
1
Capital Research Global Investors
California
$766M +$454M +14,146,636 +102%
Vanguard Group
2
Vanguard Group
Pennsylvania
$654M +$157M +4,880,885 +26%
Sands Capital Management
3
Sands Capital Management
Virginia
$594M -$6.9M -214,850 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$471M +$113M +3,519,460 +26%
State Street
5
State Street
Massachusetts
$462M -$5.18M -161,260 -0.9%
BBHC
6
Brown Brothers Harriman & Co
New York
$439M -$8.78M -273,370 -2%
Goldman Sachs
7
Goldman Sachs
New York
$399M +$70.4M +2,191,503 +18%
JP Morgan Chase
8
JP Morgan Chase
New York
$389M +$57M +1,773,597 +14%
Capital World Investors
9
Capital World Investors
California
$327M -$4.02M -125,000 -1%
BIT
10
BlackRock Institutional Trust
California
$248M -$3.15M -98,079 -1%
Norges Bank
11
Norges Bank
Norway
$247M
Artisan Partners
12
Artisan Partners
Wisconsin
$191M +$38.8M +1,207,171 +21%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$187M +$7.92M +246,546 +4%
BFA
14
BlackRock Fund Advisors
California
$158M +$16.8M +523,289 +10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$151M +$61.1M +1,902,450 +52%
WRF
16
Waddell & Reed Financial
Kansas
$123M +$22M +683,566 +18%
Lazard Asset Management
17
Lazard Asset Management
New York
$122M +$16.4M +512,010 +13%
Northern Trust
18
Northern Trust
Illinois
$112M +$15.3K +477 +0%
BG
19
BlackRock Group
United Kingdom
$112M +$8.51M +264,958 +7%
RCG
20
Ruane, Cunniff & Goldfarb
New York
$110M +$14.4M +448,015 +13%
JWBC
21
John W. Bristol & Co
New York
$81M +$24.4M +758,457 +34%
Millennium Management
22
Millennium Management
New York
$79.4M +$23.6M +735,594 +34%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$79.1M -$8.63M -268,500 -8%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$70.7M +$3.55M +110,455 +4%
Two Sigma Investments
25
Two Sigma Investments
New York
$66.7M -$23M -717,270 -23%

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.