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Southwest Gas
SWX

272 hedge funds and large institutions have $3.27B invested in Southwest Gas in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $318K

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

0.33% less ownership

Funds ownership: 85.65% → 85.32% (-0.33%)

3% less capital invested

Capital invested by funds: $3.36B → $3.27B (-$94M)

4% less funds holding

Funds holding: 282 → 272 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
272
Holders Change
-10
Holders Change %
-3.55%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
102
Reduced
101
Closed
34
Calls
$1.41M
Puts
$318K
Net Calls
+$1.09M
Net Calls Change
+$164K

Top Buyers

1
BlackRock
BlackRock
New York
+$96.6M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$38.9M
3
Millennium Management
Millennium Management
New York
+$19M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.3M
5
ORIO
Old Republic International (ORI)
Illinois
+$16.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$192M
2
CCM
CAAS Capital Management
New York
-$24.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$13.6M
4
ACG
Aventail Capital Group
New York
-$11.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
251
American International Group
New York
$8.93K -$93.8K -1,375 -1%
QCG
252
Quadrant Capital Group
Ohio
$7K -$1.16K -17 -14%
FHC
253
First Horizon Corporation
Tennessee
$7K – – –
NSIM
254
North Star Investment Management
Illinois
$7K – – –
TC
255
Trust Company
Kansas
$7K – – –
CP
256
Castleview Partners
Texas
$7K +$6.82K +100 New
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$6K +$1.64K +24 +30%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$5K -$2.25K -33 -31%
ST
259
Smithfield Trust
Pennsylvania
$4K – – –
TF
260
TimeScale Financial
Massachusetts
$4K – – –
BC
261
Burleson & Co
California
$3K – – –
GWS
262
Glassman Wealth Services
Virginia
$3K +$751 +11 +33%
ACM
263
AUA Capital Management
Pennsylvania
$2K -$341 -5 -12%
ADL
264
Asset Dedication LLC
California
$2K – – –
FF
265
FourThought Financial
Florida
$2K – – –
HR
266
Howe & Rusling
New York
$2K – – –
FHA
267
First Horizon Advisors
Tennessee
$2K +$1.02K +15 +88%
MA
268
MUFG Americas
New York
$2K +$2.25K +33 New
CAM
269
ClariVest Asset Management
California
$1K – – –
WT
270
Washington Trust
Rhode Island
$1K – – –
TPCW
271
TD Private Client Wealth
New York
$993 – – –
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$559 -$829K -12,150 -59%
CCM
273
CAAS Capital Management
New York
– -$24.4M -354,549 Closed
MSL
274
Mackay Shields LLC
New York
– -$2.59M -37,700 Closed
Marshall Wace
275
Marshall Wace
United Kingdom
– -$1.74M -25,278 Closed
9 10
11
12 13

SWX Hedge Fund Activity: Q2 2021 in Review

272 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2021, worth a combined $3.27B — down 2.8% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SWX and 24 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $96.6M. The largest seller was Lazard Asset Management, cutting an estimated $192M.

  • 272 institutional investors held Southwest Gas (SWX) as of Q2 2021, down from 282 in Q1 2021.
  • Funds reported $3.27B of Southwest Gas stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 24 funds opened new Southwest Gas positions in Q2 2021 and 34 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2021 was BlackRock, an estimated $96.6M added.
  • The largest Southwest Gas seller in Q2 2021 was Lazard Asset Management, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.