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Southwest Gas
SWX

Overview Fund Activity

286 hedge funds and large institutions have $5.06B invested in Southwest Gas in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
41
Increased
82
Reduced
116
Closed
32
Calls
$1.35M
Puts
$183K
Net Calls
+$1.17M
Net Calls Change
-$849K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67.4M
3
MC
3
Maverick Capital
Texas
$126M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$76.1M
5
Charles Schwab
5
Charles Schwab
California
$68.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.7M
4
BlackRock
4
BlackRock
New York
$678M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
226
Ohio Public Employees Retirement System (OPERS)
Ohio
$115K +$115K +1,509 New
KBC Group
227
KBC Group
Belgium
$112K +$31.4K +411 +39%
C
228
Covestor
United Kingdom
$110K +$9.54K +125 +9%
SWS
229
SYSTM Wealth Solutions
Illinois
$95.7K +$1.83K +24 +2%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$87K +$16.3K +213 +23%
PA
231
Parallel Advisors
California
$76.9K +$16.4K +216 +27%
TCA
232
Trifecta Capital Advisors
Illinois
$76.1K – – –
QCG
233
Quadrant Capital Group
Ohio
$71.3K -$4.95K -65 -6%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$66.9K +$66.9K +885 New
Nomura Asset Management
235
Nomura Asset Management
Japan
$54.8K – – –
AF
236
Advisornet Financial
Minnesota
$54.2K +$228 +3 +0.4%
VanEck Associates
237
VanEck Associates
New York
$48K +$152 +2 +0.3%
EWM
238
Evermay Wealth Management
Virginia
$40.6K – – –
PFBT
239
Parkside Financial Bank & Trust
Missouri
$31.1K -$533 -7 -2%
SC
240
SouthState Corp
Florida
$30.9K – – –
IA
241
IFP Advisors
Florida
$29.7K – – –
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$27.2K +$533 +7 +2%
RA
243
Rise Advisors
New York
$23.5K +$23.5K +308 New
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$22.8K – – –
BTI
245
Blue Trust Inc
Georgia
$22.2K -$1.45K -19 -6%
KFI
246
Key Financial Inc
Pennsylvania
$21.2K – – –
DJSG
247
D.J. St. Germain
Massachusetts
$21K – – –
HNB
248
Huntington National Bank
Ohio
$17.8K – – –
BIA
249
Bell Investment Advisors
California
$16.9K -$1.68K -22 -9%
GWM
250
Geneos Wealth Management
Colorado
$16.8K +$152 +2 +0.9%
8 9
10
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