We are live on ! Find out more
SWX icon

Southwest Gas

297 hedge funds and large institutions have $4.81B invested in Southwest Gas in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $125K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

4% more funds holding

Funds holding: 285297 (+12)

3% more capital invested

Capital invested by funds: $4.68B → $4.81B (+$128M)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 111

1.82% less ownership

Funds ownership: 92.84%91.02% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
38
Increased
106
Reduced
111
Closed
25
Calls
$1.22M
Puts
$125K
Net Calls
+$1.09M
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
226
Sage Rock Capital Management
New York
$133K -$152K -2,100 -54%
S
227
SignatureFD
Georgia
$124K -$8.67K -120 -7%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$95K +$12.2K +169 +15%
TCA
229
Trifecta Capital Advisors
Illinois
$73.8K
QCG
230
Quadrant Capital Group
Ohio
$69.4K
NC
231
nVerses Capital
Florida
$66.4K +$65K +900 New
BTI
232
Blue Trust Inc
Georgia
$55.5K +$15.5K +215 +37%
C
233
Covestor
United Kingdom
$54K -$18.6K -257 -26%
Nomura Asset Management
234
Nomura Asset Management
Japan
$53.1K
PA
235
Parallel Advisors
California
$52.6K -$23.3K -322 -31%
VanEck Associates
236
VanEck Associates
New York
$52K +$145 +2 +0.3%
AF
237
Advisornet Financial
Minnesota
$51.6K
WPW
238
Waldron Private Wealth
Pennsylvania
$40.3K +$39.5K +546 New
EWM
239
Evermay Wealth Management
Virginia
$39.3K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$30.2K
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$30K -$72 -1 -0.2%
SC
242
SouthState Corp
Florida
$29.9K
UB
243
UMB Bank
Missouri
$29.4K +$11.6K +160 +67%
GI
244
GAMMA Investing
California
$29.1K -$2.46K -34 -8%
IA
245
IFP Advisors
Florida
$28.8K
SWM
246
Spire Wealth Management
Virginia
$24.7K
RA
247
Rise Advisors
New York
$23.1K +$217 +3 +1%
GJIA
248
Glass Jacobson Investment Advisors
Maryland
$22.1K
AF
249
Allworth Financial
California
$21.6K -$72 -1 -0.3%
KFI
250
Key Financial Inc
Pennsylvania
$20.6K

SWX Hedge Fund Activity: Q3 2024 in Review

297 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2024, worth a combined $4.81B — up 2.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 297 institutional investors held Southwest Gas (SWX) as of Q3 2024, up from 285 in Q2 2024.
  • Funds reported $4.81B of Southwest Gas stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q3 2024 and 25 closed out, a net change of +13 holders.
  • The largest Southwest Gas buyer in Q3 2024 was BlackRock, an estimated $42.9M added.
  • The largest Southwest Gas seller in Q3 2024 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.