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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
JF
276
Jump Financial
Illinois
– -$1.13M -16,374 Closed
BAM
277
Blueshift Asset Management
New Jersey
– -$1.09M -15,920 Closed
OTPPB
278
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.01M -14,669 Closed
DGHMC
279
Dalton, Greiner, Hartman, Maher & Co
New York
– -$994K -14,461 Closed
DTL
280
Dynamic Technology Lab
Singapore
– -$983K -14,306 Closed
TCM
281
Teza Capital Management
Illinois
– -$965K -14,042 Closed
BC
282
Bridgefront Capital
Texas
– -$680K -9,898 Closed
Janus Henderson Group
283
Janus Henderson Group
United Kingdom
– -$454K -6,613 Closed
CWM
284
CIBC World Markets
New York
– -$422K -6,145 Closed
TC
285
TwinBeech Capital
New York
– -$381K -5,551 Closed
CC
286
Cipher Capital
New York
– -$381K -5,550 Closed
PCM
287
Prelude Capital Management
New York
– -$359K -5,225 Closed
MWNA
288
Marshall Wace North America
New York
– -$326K -4,752 Closed
Two Sigma Advisers
289
Two Sigma Advisers
New York
– -$309K -4,500 Closed
PI
290
PEAK6 Investments
Illinois
– -$261K -3,797 Closed
PP
291
Paloma Partners
Connecticut
– -$254K -3,695 Closed
CC
292
Centiva Capital
New York
– -$249K -3,631 Closed
MFS
293
Mirabella Financial Services
United Kingdom
– -$238K -3,467 Closed
COI
294
Connable Office Inc
Michigan
– -$216K -3,149 Closed
FI
295
Fosun International
China
– -$212K -3,070 Closed
GT
296
Greenleaf Trust
Michigan
– -$205K -2,990 Closed
WAM
297
World Asset Management
Michigan
– -$201K -2,884 Closed
VFA
298
Valeo Financial Advisors
Indiana
– -$86K -1,248 Closed
PHK
299
Point72 Hong Kong
Hong Kong
– -$81K -1,185 Closed
WT
300
Whittier Trust
California
– -$69K -1,000 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.