Southwest Gas
297 hedge funds and large institutions have $3.64B invested in Southwest Gas in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 75 reducing their positions, and 39 closing their positions.
180% more call options, than puts
Call options by funds: $7.51M | Put options by funds: $2.68M
77% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 75
33% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 39
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 288 → 297 (+9)
0.23% more ownership
Funds ownership: 88.59% → 88.82% (+0.23%)
12% less capital invested
Capital invested by funds: $4.14B → $3.64B (-$496M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$65.4M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$49.9M |
| 3 |
Morgan Stanley
New York
|
+$35.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$29.8M |
| 5 |
BlackRock
New York
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$77.6M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$71.8M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$53.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$22.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Group One Trading
Chicago,
Illinois
| – | -$7K | -100 | Closed |
|
|
HMS
327
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$4K | -59 | Closed |
|
|
BBHC
328
Brown Brothers Harriman & Co
New York
| – | -$4K | -58 | Closed |
|
|
HR
329
Howe & Rusling
Rochester,
New York
| – | -$4K | -53 | Closed |
|
|
HI
330
Harbour Investments
Madison,
Wisconsin
| – | -$3K | -30 | Closed |
|
|
CAL
331
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$2K | -22 | Closed |
|
|
TFA
332
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1K | -20 | Closed |
|
|
VWM
333
Valley Wealth Managers
Paramus,
New Jersey
| – | -$1.16K | -17 | Closed |
|
|
FCAS
334
First Command Advisory Services
Fort Worth,
Texas
| – | +$1.84K | +27 | New |
|
SWX Hedge Fund Activity: Q4 2022 in Review
297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2022, worth a combined $3.64B — down 12% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SWX positions and 39 closed out — a net gain of 13 holders — while 133 added to existing stakes and 75 trimmed.
The largest buyer was ClearBridge Investments (Australia), adding an estimated $65.4M. The largest seller was Zimmer Partners, exiting entirely with an estimated $77.6M sold.
- 297 institutional investors held Southwest Gas (SWX) as of Q4 2022, up from 288 in Q3 2022.
- Funds reported $3.64B of Southwest Gas stock for Q4 2022, down 12% quarter-over-quarter.
- 52 funds opened new Southwest Gas positions in Q4 2022 and 39 closed out, a net change of +13 holders.
- The largest Southwest Gas buyer in Q4 2022 was ClearBridge Investments (Australia), an estimated $65.4M added.
- The largest Southwest Gas seller in Q4 2022 was Zimmer Partners, an estimated $77.6M sold.
Based on aggregated 13F filings for Q4 2022.