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Southwest Gas

295 hedge funds and large institutions have $5.12B invested in Southwest Gas in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $4.52B → $5.12B (+$597M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.15% less ownership

Funds ownership: 88.87%88.72% (-0.15%)

5% less funds holding

Funds holding: 309295 (-14)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

68% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $4.59M

Holders
295
Holders Change
-14
Holders Change %
-4.53%
% of All Funds
4.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
54
Increased
87
Reduced
112
Closed
64
Calls
$1.49M
Puts
$4.59M
Net Calls
-$3.1M
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$186K -$87.6K -993 -32%
VCM
227
Versant Capital Management
Arizona
$172K -$90.8K -1,029 -34%
CFGS
228
Concourse Financial Group Securities
Alabama
$172K +$41.2K +467 +31%
AF
229
Advisornet Financial
Minnesota
$165K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$149K -$11K -125 -7%
C
231
Covestor
United Kingdom
$130K -$84.1K -953 -39%
S
232
SignatureFD
Georgia
$121K -$23.1K -262 -16%
Simplex Trading
233
Simplex Trading
Illinois
$121K +$123K +1,393 New
CMBA
234
C.M. Bidwell & Associates
Hawaii
$108K +$109K +1,240 New
UFF
235
USA Financial Formulas
Michigan
$88K +$88.7K +1,005 New
CG
236
Cutler Group
California
$69K +$61.8K +700 +700%
IA
237
IFP Advisors
Florida
$67K
Nomura Asset Management
238
Nomura Asset Management
Japan
$62.7K
Lazard Asset Management
239
Lazard Asset Management
New York
$61K -$9.76M -110,649 -99%
AssetMark Inc
240
AssetMark Inc
California
$55K +$32.6K +369 +143%
MAM
241
Meeder Asset Management
Ohio
$51K +$4.77K +54 +10%
EWM
242
Evermay Wealth Management
Virginia
$46K
TWA
243
TCI Wealth Advisors
Arizona
$45K +$22.5K +255 +96%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$42K -$19.9K -226 -32%
CSS
245
Cubist Systematic Strategies
Connecticut
$42K -$13.7K -155 -24%
BEI
246
Benjamin Edwards Inc
Missouri
$36K +$353 +4 +1%
SC
247
SouthState Corp
Florida
$35K
BTI
248
Blue Trust Inc
Georgia
$35K +$39.8K +451 New
UB
249
UMB Bank
Missouri
$30K
HNWAG
250
High Net Worth Advisory Group
Florida
$28K -$28.9K -327 -50%

SWX Hedge Fund Activity: Q2 2022 in Review

295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2022, worth a combined $5.12B — up 13% from $4.52B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SWX and 54 opened new positions — a net loss of 10 holders — while 112 trimmed existing stakes and 87 added.

The largest buyer was Icahn Carl, adding an estimated $195M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $80.8M.

  • 295 institutional investors held Southwest Gas (SWX) as of Q2 2022, down from 309 in Q1 2022.
  • Funds reported $5.12B of Southwest Gas stock for Q2 2022, up 13% quarter-over-quarter.
  • 54 funds opened new Southwest Gas positions in Q2 2022 and 64 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2022 was Icahn Carl, an estimated $195M added.
  • The largest Southwest Gas seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $80.8M sold.

Based on aggregated 13F filings for Q2 2022.