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Southwest Gas

282 hedge funds and large institutions have $3.36B invested in Southwest Gas in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $289K

19% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 93

15% more capital invested

Capital invested by funds: $2.93B → $3.36B (+$426M)

0.42% more ownership

Funds ownership: 85.23%85.65% (+0.42%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
111
Reduced
93
Closed
37
Calls
$1.22M
Puts
$289K
Net Calls
+$928K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$23.4M +$8.91M +140,548 +70%
WHRC
27
W.H. Reaves & Co
New Jersey
$22.8M -$14.8M -233,213 -41%
RRAM
28
River Road Asset Management
Kentucky
$18.3M +$16.9M +266,780 New
Millennium Management
29
Millennium Management
New York
$17.4M +$14.7M +232,050 +1,105%
RP
30
Reinhart Partners
Wisconsin
$17.3M +$2.12M +33,460 +15%
Prudential Financial
31
Prudential Financial
New Jersey
$14.3M +$1.07M +16,866 +9%
Truist Financial
32
Truist Financial
North Carolina
$13.5M +$12.5M +196,640 New
CIP
33
Chartwell Investment Partners
Pennsylvania
$13.3M +$89K +1,405 +0.7%
HAM
34
Hillcrest Asset Management
Texas
$12.8M -$53.9K -850 -0.5%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$12.5M -$205K -3,233 -2%
ACG
36
Aventail Capital Group
New York
$12.5M +$11.5M +181,951 New
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$10.9M +$5.69M +89,748 +130%
ORIO
38
Old Republic International (ORI)
Illinois
$10.8M
PCA
39
Personal Capital Advisors
California
$9.86M +$3.82M +60,219 +72%
Morgan Stanley
40
Morgan Stanley
New York
$9.83M -$5.98M -94,386 -40%
Ameriprise
41
Ameriprise
Minnesota
$9.79M -$5.95M -93,831 -40%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$9.44M -$251K -3,967 -3%
PCM
43
Peregrine Capital Management
Minnesota
$9.44M +$8.7M +137,373 New
Swiss National Bank
44
Swiss National Bank
Switzerland
$8.87M +$171K +2,700 +2%
PPA
45
Parametric Portfolio Associates
Washington
$8.74M -$65.2K -1,029 -0.8%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$8.59M +$773K +12,200 +11%
Wells Fargo
47
Wells Fargo
California
$8.56M -$1.82M -28,757 -19%
HAI
48
Hennessy Advisors Inc
California
$8.56M
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$8.5M -$298K -4,700 -4%
Legal & General Group
50
Legal & General Group
United Kingdom
$8.38M +$214K +3,377 +3%

SWX Hedge Fund Activity: Q1 2021 in Review

282 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2021, worth a combined $3.36B — up 15% from $2.93B a quarter earlier.

Fund positioning in SWX was balanced in Q1 2021: 37 funds opened new positions, 37 closed out, 111 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $155M. The largest seller was Lazard Asset Management, cutting an estimated $143M.

  • 282 institutional investors held Southwest Gas (SWX) as of Q1 2021, down from 284 in Q4 2020.
  • Funds reported $3.36B of Southwest Gas stock for Q1 2021, up 15% quarter-over-quarter.
  • 37 funds opened new Southwest Gas positions in Q1 2021 and 37 closed out, a net change of 0 holders.
  • The largest Southwest Gas buyer in Q1 2021 was BlackRock, an estimated $155M added.
  • The largest Southwest Gas seller in Q1 2021 was Lazard Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2021.