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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
CFB
276
Cullen/Frost Bankers
Texas
$2.88K -$4.62K -64 -62%
JWA
277
JFS Wealth Advisors
Pennsylvania
$2.8K +$72 +1 +3%
FFA
278
Farther Finance Advisors
California
$2.73K +$145 +2 +6%
FP
279
Financial Perspectives
Minnesota
$2.73K
BBHC
280
Brown Brothers Harriman & Co
New York
$2.73K +$2.67K +37 New
WWP
281
WR Wealth Planners
Missouri
$2.65K +$145 +2 +6%
PS
282
Principal Securities
Iowa
$2.29K -$7.95K -110 -78%
PWMG
283
Private Wealth Management Group
New Jersey
$2.14K -$2.02K -28 -49%
CPA
284
Capital Performance Advisors
California
$2.06K +$2.02K +28 New
FHA
285
First Horizon Advisors
Tennessee
$1.57K
SAM
286
Smartleaf Asset Management
Massachusetts
$1.27K +$506 +7 +70%
LC
287
Lindbrook Capital
California
$1.03K -$217 -3 -18%
Bessemer Group
288
Bessemer Group
New Jersey
$1K +$1.45K +20 New
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$886 +$145 +2 +20%
MCM
290
Manchester Capital Management
Vermont
$812 -$12.6K -175 -94%
SIC
291
SJS Investment Consulting
Ohio
$738
IAIM
292
International Assets Investment Management
Florida
$692 +$3.64M +50,350 +7,276%
S
293
Sachetta
Massachusetts
$591
TWD
294
True Wealth Design
Ohio
$296 +$289 +4 New
CA
295
Claris Advisors
Missouri
$221 +$217 +3 New
A
296
AlphaQuest
New York
$74 +$72 +1 New
TFM
297
TFC Financial Management
Massachusetts
$74 +$72 +1 New
Truist Financial
298
Truist Financial
North Carolina
-$5.77M -82,011 Closed
Wellington Management Group
299
Wellington Management Group
Massachusetts
-$5.56M -78,967 Closed
Squarepoint
300
Squarepoint
New York
-$890K -12,642 Closed

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.