Southwest Gas
284 hedge funds and large institutions have $2.93B invested in Southwest Gas in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 28 closing their positions.
1,123% more call options, than puts
Call options by funds: $966K | Put options by funds: $79K
29% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 28
3% more funds holding
Funds holding: 277 → 284 (+7)
6% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 100
0.18% less ownership
Funds ownership: 85.41% → 85.23% (-0.18%)
3% less capital invested
Capital invested by funds: $3.01B → $2.93B (-$79.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$22.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$19.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$15.3M |
| 4 |
BlackRock
New York
|
+$14.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$30.1M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$22.9M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$14.9M |
| 4 |
Renaissance Technologies
New York
|
-$10.6M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$9.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
301
Jeppson Wealth Management
Manhattan Beach,
California
| – | -$22K | -350 | Closed |
|
|
CIA
302
CSat Investment Advisory
Detroit,
Michigan
| – | -$15K | -239 | Closed |
|
|
PCM
303
Prelude Capital Management
New York
| – | -$13K | -212 | Closed |
|
|
AAMU
304
Amundi Asset Management US
Boston,
Massachusetts
| – | -$8K | -123 | Closed |
|
|
FHA
305
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$4K | -71 | Closed |
|
306
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2K | -35 | Closed |
|
|
ICP
307
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | +$264 | +4 | New |
|
308
Rockefeller Capital Management
New York
| – | +$856 | +13 | New |
|
SWX Hedge Fund Activity: Q4 2020 in Review
284 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2020, worth a combined $2.93B — down 2.6% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SWX positions and 28 closed out — a net gain of 8 holders — while 106 added to existing stakes and 100 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $22.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.1M.
- 284 institutional investors held Southwest Gas (SWX) as of Q4 2020, up from 277 in Q3 2020.
- Funds reported $2.93B of Southwest Gas stock for Q4 2020, down 2.6% quarter-over-quarter.
- 36 funds opened new Southwest Gas positions in Q4 2020 and 28 closed out, a net change of +8 holders.
- The largest Southwest Gas buyer in Q4 2020 was Lazard Asset Management, an estimated $22.1M added.
- The largest Southwest Gas seller in Q4 2020 was T. Rowe Price Associates, an estimated $30.1M sold.
Based on aggregated 13F filings for Q4 2020.