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Southwest Gas
SWX

272 hedge funds and large institutions have $3.27B invested in Southwest Gas in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $318K

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

0.33% less ownership

Funds ownership: 85.65% → 85.32% (-0.33%)

3% less capital invested

Capital invested by funds: $3.36B → $3.27B (-$94M)

4% less funds holding

Funds holding: 282 → 272 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
272
Holders Change
-10
Holders Change %
-3.55%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
102
Reduced
101
Closed
34
Calls
$1.41M
Puts
$318K
Net Calls
+$1.09M
Net Calls Change
+$164K

Top Buyers

1
BlackRock
BlackRock
New York
+$96.6M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$38.9M
3
Millennium Management
Millennium Management
New York
+$19M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.3M
5
ORIO
Old Republic International (ORI)
Illinois
+$16.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$192M
2
CCM
CAAS Capital Management
New York
-$24.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$13.6M
4
ACG
Aventail Capital Group
New York
-$11.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
226
Reilly Financial Advisors
California
$53K – – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$47K – – –
EVM
228
Eaton Vance Management
Massachusetts
$43K +$44.2K +648 New
EWM
229
Evermay Wealth Management
Virginia
$35K +$36.4K +533 New
MAM
230
Meeder Asset Management
Ohio
$31K +$12.3K +180 +61%
BU
231
BBVA USA
Alabama
$30K +$31.2K +457 New
JWM
232
Janiczek Wealth Management
Colorado
$25K +$8.8K +129 +53%
NFG
233
Next Financial Group
Texas
$24K -$4.5K -66 -15%
TWA
234
TCI Wealth Advisors
Arizona
$24K – – –
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$23.9K +350 +3,889%
PCG
236
Private Capital Group
Connecticut
$20K – – –
HNB
237
Huntington National Bank
Ohio
$19K – – –
BFEC
238
Benjamin F. Edwards & Company
Missouri
$16K – – –
SPIA
239
Steward Partners Investment Advisory
New York
$16K – – –
KFI
240
Key Financial Inc
Pennsylvania
$15K – – –
IA
241
IFP Advisors
Florida
$13K -$1.36K -20 -9%
CFB
242
Cullen/Frost Bankers
Texas
$13K – – –
AF
243
Allworth Financial
California
$13K +$68 +1 +0.5%
SCA
244
Stonebridge Capital Advisors
Minnesota
$13K +$13.9K +204 New
ST
245
Sageworth Trust
Pennsylvania
$11K -$9.55K -140 -47%
LC
246
Lindbrook Capital
California
$11K – – –
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
FCA
248
FinTrust Capital Advisors
South Carolina
$10K -$546 -8 -5%
DAM
249
Delta Asset Management
Tennessee
$10K – – –
GAM
250
Gemmer Asset Management
California
$10K – – –
8 9
10
11 12

SWX Hedge Fund Activity: Q2 2021 in Review

272 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2021, worth a combined $3.27B — down 2.8% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SWX and 24 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $96.6M. The largest seller was Lazard Asset Management, cutting an estimated $192M.

  • 272 institutional investors held Southwest Gas (SWX) as of Q2 2021, down from 282 in Q1 2021.
  • Funds reported $3.27B of Southwest Gas stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 24 funds opened new Southwest Gas positions in Q2 2021 and 34 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2021 was BlackRock, an estimated $96.6M added.
  • The largest Southwest Gas seller in Q2 2021 was Lazard Asset Management, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.