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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.

New
Increased
Maintained
Reduced
Closed

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: 277284 (+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)

Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
106
Reduced
100
Closed
28
Calls
$966K
Puts
$79K
Net Calls
+$887K
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$14.4M +$11.1M +168,159 +243%
Ameriprise
27
Ameriprise
Minnesota
$14.4M -$1.44M -21,805 -8%
RP
28
Reinhart Partners
Wisconsin
$13.2M +$1.24M +18,840 +9%
Goldman Sachs
29
Goldman Sachs
New York
$12.2M -$1.67M -25,337 -11%
CIP
30
Chartwell Investment Partners
Pennsylvania
$11.7M -$170K -2,578 -1%
Prudential Financial
31
Prudential Financial
New Jersey
$11.6M +$6.93M +105,253 +123%
HAM
32
Hillcrest Asset Management
Texas
$11.4M -$31.6K -480 -0.3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$11.3M +$1.02M +15,448 +9%
ORIO
34
Old Republic International (ORI)
Illinois
$9.54M
AQR Capital Management
35
AQR Capital Management
Connecticut
$9.46M +$1.45M +21,982 +16%
ProShare Advisors
36
ProShare Advisors
Maryland
$9.34M +$1.53M +23,173 +18%
Wells Fargo
37
Wells Fargo
California
$9.31M +$129K +1,964 +1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$8.59M +$953K +14,459 +11%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$8.29M +$539K +8,185 +6%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$8.28M +$3.42M +51,960 +62%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$7.8M +$990K +15,019 +13%
PPA
42
Parametric Portfolio Associates
Washington
$7.79M +$348K +5,277 +4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$7.68M +$98.8K +1,500 +1%
HAI
44
Hennessy Advisors Inc
California
$7.56M -$1.63M -24,800 -17%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.21M +$138K +2,093 +2%
TIS
46
Tortoise Index Solutions
Kansas
$7.2M +$1.11M +16,791 +17%
VIA
47
Vident Investment Advisory
Georgia
$7.2M +$1.11M +16,791 +17%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$6.86M +$3.34M +50,690 +82%
GC
49
Guggenheim Capital
Illinois
$6.78M +$842K +12,780 +13%
CSS
50
Cubist Systematic Strategies
Connecticut
$6.28M +$4.88M +74,038 +252%

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.