We are live on ! Find out more
SWX icon

Southwest Gas

282 hedge funds and large institutions have $3.36B invested in Southwest Gas in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $289K

19% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 93

15% more capital invested

Capital invested by funds: $2.93B → $3.36B (+$426M)

0.42% more ownership

Funds ownership: 85.23%85.65% (+0.42%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
111
Reduced
93
Closed
37
Calls
$1.22M
Puts
$289K
Net Calls
+$928K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$117K +$58K +915 +117%
EI
227
Ellevest Inc
New York
$103K +$5.39K +85 +6%
VFA
228
Valeo Financial Advisors
Indiana
$86K +$2.28K +36 +3%
PHK
229
Point72 Hong Kong
Hong Kong
$81K -$9.88K -156 -12%
WT
230
Whittier Trust
California
$69K +$63.4K +1,000 New
WTC
231
WhitTier Trust Company
Nevada
$62K
PA
232
Parallel Advisors
California
$62K +$13.7K +216 +32%
CI Investments Inc
233
CI Investments Inc
Ontario, Canada
$60K
RFA
234
Reilly Financial Advisors
California
$55K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$49K
NICM
236
Neo Ivy Capital Management
New York
$48K +$44K +694 New
IAIM
237
International Assets Investment Management
Florida
$47K +$22.8K +360 +100%
AIL
238
AGF Investments LLC
Ontario, Canada
$37K +$3.99K +63 +13%
NFG
239
Next Financial Group
Texas
$29K +$253 +4 +0.9%
SFS
240
Sowell Financial Services
Arkansas
$26K +$4.56K +72 +24%
TWA
241
TCI Wealth Advisors
Arizona
$25K +$3.04K +48 +15%
PCG
242
Private Capital Group
Connecticut
$21K -$18.8K -297 -49%
ST
243
Sageworth Trust
Pennsylvania
$21K
HNB
244
Huntington National Bank
Ohio
$20K +$253 +4 +1%
MAM
245
Meeder Asset Management
Ohio
$20K +$7.41K +117 +66%
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
$17K
JWM
247
Janiczek Wealth Management
Colorado
$17K +$4.18K +66 +37%
SPIA
248
Steward Partners Investment Advisory
New York
$16.9K +$11.9K +188 +324%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$16K
IA
250
IFP Advisors
Florida
$15K -$17.3K -273 -55%

SWX Hedge Fund Activity: Q1 2021 in Review

282 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2021, worth a combined $3.36B — up 15% from $2.93B a quarter earlier.

Fund positioning in SWX was balanced in Q1 2021: 37 funds opened new positions, 37 closed out, 111 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Lazard Asset Management, cutting an estimated $143M.

  • 282 institutional investors held Southwest Gas (SWX) as of Q1 2021, down from 284 in Q4 2020.
  • Funds reported $3.36B of Southwest Gas stock for Q1 2021, up 15% quarter-over-quarter.
  • 37 funds opened new Southwest Gas positions in Q1 2021 and 37 closed out, a net change of 0 holders.
  • The largest Southwest Gas buyer in Q1 2021 was BlackRock, an estimated $155M added.
  • The largest Southwest Gas seller in Q1 2021 was Lazard Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2021.