Southwestern Energy Company
SWN was delisted on the 30th of September, 2024.
475 hedge funds and large institutions have $6.38B invested in Southwestern Energy Company in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 68 closing their positions.
24% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 68
21% more call options, than puts
Call options by funds: $68.3M | Put options by funds: $56.3M
3% more funds holding
Funds holding: 463 → 475 (+12)
2% more capital invested
Capital invested by funds: $6.28B → $6.38B (+$105M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
12% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KEM
Kimmeridge Energy Management
New York
|
+$123M |
| 2 |
Neuberger Berman Group
New York
|
+$122M |
| 3 |
KL
KGH Ltd
Nassau,
Bahamas
|
+$117M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$48.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$78M |
| 2 |
YEPX
Yorktown Energy Partners X
New York
|
-$66.6M |
| 3 |
GC
Greenlight Capital
New York
|
-$65.2M |
| 4 |
Millennium Management
New York
|
-$46.6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$45.7M |
SWN Hedge Fund Activity: Q4 2023 in Review
475 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Southwestern Energy Company (SWN) for Q4 2023, worth a combined $6.38B — up 1.7% from $6.28B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SWN positions and 68 closed out — a net gain of 16 holders — while 140 added to existing stakes and 159 trimmed.
The largest buyer was Kimmeridge Energy Management, opening a new position worth an estimated $123M. The largest seller was Pacer Advisors, cutting an estimated $78M.
- 475 institutional investors held Southwestern Energy Company (SWN) as of Q4 2023, up from 463 in Q3 2023.
- Funds reported $6.38B of Southwestern Energy Company stock for Q4 2023, up 1.7% quarter-over-quarter.
- 84 funds opened new Southwestern Energy Company positions in Q4 2023 and 68 closed out, a net change of +16 holders.
- The largest Southwestern Energy Company buyer in Q4 2023 was Kimmeridge Energy Management, an estimated $123M added.
- The largest Southwestern Energy Company seller in Q4 2023 was Pacer Advisors, an estimated $78M sold.
Based on aggregated 13F filings for Q4 2023.