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Southwest Gas

284 hedge funds and large institutions have $2.93B invested in Southwest Gas in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,123% more call options, than puts

Call options by funds: $966K | Put options by funds: $79K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 277284 (+7)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

0.18% less ownership

Funds ownership: 85.41%85.23% (-0.18%)

3% less capital invested

Capital invested by funds: $3.01B → $2.93B (-$79.5M)

Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
106
Reduced
100
Closed
28
Calls
$966K
Puts
$79K
Net Calls
+$887K
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$11K -$5.8K -88 -32%
JWM
252
Janiczek Wealth Management
Colorado
$11K +$7.18K +109 +156%
FCA
253
FinTrust Capital Advisors
South Carolina
$10K
GAM
254
Gemmer Asset Management
California
$10K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$10K
ADIM
256
Alpha DNA Investment Management
Maryland
$10K +$11.2K +170 New
DAM
257
Delta Asset Management
Tennessee
$9K
AIG
258
American International Group
New York
$8.16K -$58.2K -884 -0.7%
LC
259
Lindbrook Capital
California
$8K -$1.38K -21 -14%
TF
260
Tompkins Financial
New York
$8K
VCG
261
Vantage Consulting Group
Virginia
$7K +$7.77K +118 New
NSIM
262
North Star Investment Management
Illinois
$6K
PB
263
Pinnacle Bancorp
Nebraska
$6K
TC
264
Trust Company
Kansas
$6K
FHC
265
First Horizon Corporation
Tennessee
$5K
SPIA
266
Steward Partners Investment Advisory
New York
$4K -$856 -13 -18%
ST
267
Smithfield Trust
Pennsylvania
$4K
CTC
268
Central Trust Company
Missouri
$4K +$659 +10 +20%
TF
269
TimeScale Financial
Massachusetts
$3K
ACM
270
AUA Capital Management
Pennsylvania
$3K +$1.25K +19 +83%
IA
271
Inspire Advisors
Idaho
$3K +$2.9K +44 New
ADL
272
Asset Dedication LLC
California
$2K
HR
273
Howe & Rusling
New York
$2K +$2.04K +31 New
FF
274
FourThought Financial
Florida
$2K +$2.17K +33 New
WT
275
Washington Trust
Rhode Island
$1K -$132 -2 -11%

SWX Hedge Fund Activity: Q4 2020 in Review

284 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2020, worth a combined $2.93B — down 2.6% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 28 closed out — a net gain of 8 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.1M.

  • 284 institutional investors held Southwest Gas (SWX) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $2.93B of Southwest Gas stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q4 2020 and 28 closed out, a net change of +8 holders.
  • The largest Southwest Gas buyer in Q4 2020 was Lazard Asset Management, an estimated $22.1M added.
  • The largest Southwest Gas seller in Q4 2020 was T. Rowe Price Associates, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2020.