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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
DJSG
251
D.J. St. Germain
Massachusetts
$20.4K
AAP
252
Arax Advisory Partners
Colorado
$19.3K
CJ
253
Caitlin John
Michigan
$19.2K -$883K -12,226 -98%
BIA
254
Bell Investment Advisors
California
$18.7K
HNB
255
Huntington National Bank
Ohio
$17.3K -$578 -8 -3%
FPB
256
First PREMIER Bank
South Dakota
$15K
SPIA
257
Steward Partners Investment Advisory
New York
$13.9K
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$13.3K
LI
259
LRI Investments
Florida
$13K -$2.24K -31 -15%
HCA
260
Harbor Capital Advisors
Illinois
$13K +$12.9K +179 New
BF
261
BOK Financial
Oklahoma
$11.8K +$11.8K +163 New
NSIM
262
North Star Investment Management
Illinois
$11.1K
ABWM
263
Alpine Bank Wealth Management
Colorado
$9.66K +$9.46K +131 New
SIS
264
Strategic Investment Solutions
Illinois
$9.44K
EWA
265
EverSource Wealth Advisors
Alabama
$8.41K +$4.91K +68 +148%
HWM
266
Hemington Wealth Management
Virginia
$8K +$8.31K +115 New
AWM
267
Avior Wealth Management
Nebraska
$7.38K
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.38K +$7.22K +100 New
HI
269
Harbour Investments
Wisconsin
$6.79K +$5.2K +72 +360%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$5.9K +$1.66K +23 +40%
HCP
271
Hexagon Capital Partners
Arkansas
$5.38K -$1.23K -17 -19%
DAM
272
Delta Asset Management
Tennessee
$3.69K
PFC
273
Phocas Financial Corp
California
$3.16K -$192K -2,657 -6%
CAL
274
Capital Advisors Ltd
Ohio
$3K -$1.59K -22 -34%
RIL
275
Rothschild Investment LLC
Illinois
$2.95K +$361 +5 +14%

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.