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Southwest Gas

282 hedge funds and large institutions have $3.36B invested in Southwest Gas in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $289K

19% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 93

15% more capital invested

Capital invested by funds: $2.93B → $3.36B (+$426M)

0.42% more ownership

Funds ownership: 85.23%85.65% (+0.42%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
111
Reduced
93
Closed
37
Calls
$1.22M
Puts
$289K
Net Calls
+$928K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$15K
AF
252
Allworth Financial
California
$14K
CFB
253
Cullen/Frost Bankers
Texas
$13K -$17K -269 -59%
S
254
SignatureFD
Georgia
$13K -$16.7K -263 -58%
FCA
255
FinTrust Capital Advisors
South Carolina
$11K
GAM
256
Gemmer Asset Management
California
$11K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$11K
LC
258
Lindbrook Capital
California
$11K +$2.09K +33 +26%
DAM
259
Delta Asset Management
Tennessee
$10K
AIG
260
American International Group
New York
$9.36K +$116K +1,834 +1%
QCG
261
Quadrant Capital Group
Ohio
$8K -$4.12K -65 -35%
FHC
262
First Horizon Corporation
Tennessee
$8K +$1.39K +22 +22%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$7K -$14.4K -227 -68%
NSIM
264
North Star Investment Management
Illinois
$7K
TC
265
Trust Company
Kansas
$7K
CTC
266
Central Trust Company
Missouri
$5K +$634 +10 +17%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$5K +$4.25K +67 +515%
ST
268
Smithfield Trust
Pennsylvania
$4K
TF
269
TimeScale Financial
Massachusetts
$4K +$63 +1 +2%
ACM
270
AUA Capital Management
Pennsylvania
$3K
BC
271
Burleson & Co
California
$3K +$2.98K +47 New
HR
272
Howe & Rusling
New York
$2K -$253 -4 -13%
FF
273
FourThought Financial
Florida
$2K
ADL
274
Asset Dedication LLC
California
$2K +$63 +1 +3%
GWS
275
Glassman Wealth Services
Virginia
$2K +$1.9K +30 +1,000%

SWX Hedge Fund Activity: Q1 2021 in Review

282 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2021, worth a combined $3.36B — up 15% from $2.93B a quarter earlier.

Fund positioning in SWX was balanced in Q1 2021: 37 funds opened new positions, 37 closed out, 111 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Lazard Asset Management, cutting an estimated $143M.

  • 282 institutional investors held Southwest Gas (SWX) as of Q1 2021, down from 284 in Q4 2020.
  • Funds reported $3.36B of Southwest Gas stock for Q1 2021, up 15% quarter-over-quarter.
  • 37 funds opened new Southwest Gas positions in Q1 2021 and 37 closed out, a net change of 0 holders.
  • The largest Southwest Gas buyer in Q1 2021 was BlackRock, an estimated $155M added.
  • The largest Southwest Gas seller in Q1 2021 was Lazard Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2021.