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Southwest Gas

284 hedge funds and large institutions have $2.93B invested in Southwest Gas in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,123% more call options, than puts

Call options by funds: $966K | Put options by funds: $79K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 277284 (+7)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

0.18% less ownership

Funds ownership: 85.41%85.23% (-0.18%)

3% less capital invested

Capital invested by funds: $3.01B → $2.93B (-$79.5M)

Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
106
Reduced
100
Closed
28
Calls
$966K
Puts
$79K
Net Calls
+$887K
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
226
Reilly Financial Advisors
California
$49K
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$48K +$3.03K +46 +6%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$43K -$14.5K -220 -24%
PA
229
Parallel Advisors
California
$41K -$20.6K -313 -31%
PCG
230
Private Capital Group
Connecticut
$37K -$2.31K -35 -6%
CMBA
231
C.M. Bidwell & Associates
Hawaii
$30K -$24.4K -370 -43%
IA
232
IFP Advisors
Florida
$30K
AIL
233
AGF Investments LLC
Ontario, Canada
$29K +$31K +471 New
CFB
234
Cullen/Frost Bankers
Texas
$28K
S
235
SignatureFD
Georgia
$27K +$11.7K +178 +65%
NFG
236
Next Financial Group
Texas
$26K -$4.74K -72 -15%
IAIM
237
International Assets Investment Management
Florida
$22K +$23.7K +360 New
Bessemer Group
238
Bessemer Group
New Jersey
$21K -$275K -4,177 -92%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$20K -$193K -2,924 -90%
TWA
240
TCI Wealth Advisors
Arizona
$19K -$2.83K -43 -12%
ST
241
Sageworth Trust
Pennsylvania
$18K
SFS
242
Sowell Financial Services
Arkansas
$18K
HNB
243
Huntington National Bank
Ohio
$17K -$44.7K -679 -71%
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$15K
BFEC
245
Benjamin F. Edwards & Company
Missouri
$15K
CAAS
246
Capital Asset Advisory Services
Michigan
$15K +$16.5K +250 New
KFI
247
Key Financial Inc
Pennsylvania
$13K +$14.1K +214 New
AF
248
Allworth Financial
California
$12K
FPCG
249
Fort Pitt Capital Group
Pennsylvania
$12K +$13.2K +200 New
MAM
250
Meeder Asset Management
Ohio
$11K -$14K -212 -54%

SWX Hedge Fund Activity: Q4 2020 in Review

284 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2020, worth a combined $2.93B — down 2.6% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 28 closed out — a net gain of 8 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.1M.

  • 284 institutional investors held Southwest Gas (SWX) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $2.93B of Southwest Gas stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q4 2020 and 28 closed out, a net change of +8 holders.
  • The largest Southwest Gas buyer in Q4 2020 was Lazard Asset Management, an estimated $22.1M added.
  • The largest Southwest Gas seller in Q4 2020 was T. Rowe Price Associates, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2020.