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Southwest Gas
SWX

Overview Fund Activity

280 hedge funds and large institutions have $4.09B invested in Southwest Gas in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-17
Holders Change %
-5.72%
% of All Funds
4.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
128
Reduced
81
Closed
43
Calls
$5.1M
Puts
$2.03M
Net Calls
+$3.07M
Net Calls Change
-$1.76M

Top Buyers

1
IC
Icahn Carl
Florida
$657M
2
CCM
Channing Capital Management
Illinois
$82.6M
3
CM
Corvex Management
New York
$57M
4
BlackRock
BlackRock
New York
$632M
5
Vanguard Group
Vanguard Group
Pennsylvania
$459M

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
$46.8M
2
Franklin Resources
Franklin Resources
California
$237K
3
Nomura Holdings
Nomura Holdings
Japan
$71.1M
4
Invesco
Invesco
Georgia
$16.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$10.2K +$3.5K +56 +52%
SWM
252
Spire Wealth Management
Virginia
$9.68K -$9.06K -145 -48%
CFB
253
Cullen/Frost Bankers
Texas
$9.56K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$9.49K -$2.44K -39 -20%
JWM
255
Janiczek Wealth Management
Colorado
$9.44K -$2.89K -49 -23%
NSIM
256
North Star Investment Management
Illinois
$9.37K – – –
SCA
257
Stonebridge Capital Advisors
Minnesota
$6.47K – – –
DAM
258
Delta Asset Management
Tennessee
$6.25K – – –
SIC
259
Salem Investment Counselors
North Carolina
$5.93K – – –
BIA
260
Bell Investment Advisors
California
$5.87K -$2.19K -35 -27%
PTC
261
Private Trust Company
Ohio
$4.56K – – –
ST
262
Smithfield Trust
Pennsylvania
$4K – – –
TF
263
TimeScale Financial
Massachusetts
$3.85K +$124 +2 +3%
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$3.13K – – –
CAL
265
Capital Advisors Ltd
Ohio
$2K +$2K +38 New
HCP
266
Hexagon Capital Partners
Arkansas
$1.81K +$1.81K +29 New
MCM
267
Manchester Capital Management
Vermont
$1.75K +$375 +6 +27%
JWA
268
JFS Wealth Advisors
Pennsylvania
$1.69K +$250 +4 +17%
SC
269
Schubert & Co
Texas
$1.31K +$187 +3 +17%
AAS
270
Ameritas Advisory Services
Nebraska
$1.15K +$1.15K +20 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$1.12K +$1.12K +18 New
PVH
272
Psagot Value Holdings
Israel
$1K +$1K +9 New
FHA
273
First Horizon Advisors
Tennessee
$999 – – –
WT
274
Washington Trust
Rhode Island
$999 +$62 +1 +7%
SIC
275
SJS Investment Consulting
Ohio
$625 -$63 -1 -9%
9 10
11
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