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Southwest Gas
SWX

272 hedge funds and large institutions have $3.27B invested in Southwest Gas in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $318K

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

0.33% less ownership

Funds ownership: 85.65% → 85.32% (-0.33%)

3% less capital invested

Capital invested by funds: $3.36B → $3.27B (-$94M)

4% less funds holding

Funds holding: 282 → 272 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
272
Holders Change
-10
Holders Change %
-3.55%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
102
Reduced
101
Closed
34
Calls
$1.41M
Puts
$318K
Net Calls
+$1.09M
Net Calls Change
+$164K

Top Buyers

1
BlackRock
BlackRock
New York
+$96.6M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$38.9M
3
Millennium Management
Millennium Management
New York
+$19M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.3M
5
ORIO
Old Republic International (ORI)
Illinois
+$16.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$192M
2
CCM
CAAS Capital Management
New York
-$24.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$13.6M
4
ACG
Aventail Capital Group
New York
-$11.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRAM
26
River Road Asset Management
Kentucky
$24.1M +$6.61M +96,878 +36%
Goldman Sachs
27
Goldman Sachs
New York
$21.4M -$1.18M -17,261 -5%
Lazard Asset Management
28
Lazard Asset Management
New York
$21M -$192M -2,818,823 -90%
AQR Capital Management
29
AQR Capital Management
Connecticut
$19.4M -$4.1M -60,144 -17%
Prudential Financial
30
Prudential Financial
New Jersey
$19M +$5.37M +78,698 +38%
RP
31
Reinhart Partners
Wisconsin
$17.3M +$718K +10,525 +4%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$13.7M +$5.73M +83,968 +68%
Truist Financial
33
Truist Financial
North Carolina
$13M -$25.8K -378 -0.2%
CIP
34
Chartwell Investment Partners
Pennsylvania
$12.7M -$121K -1,771 -0.9%
Morgan Stanley
35
Morgan Stanley
New York
$12.6M +$3.25M +47,675 +33%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$11.8M -$245K -3,591 -2%
Renaissance Technologies
37
Renaissance Technologies
New York
$11.7M +$12.1M +177,500 New
PCA
38
Personal Capital Advisors
California
$10.6M +$1.09M +16,045 +11%
HAM
39
Hillcrest Asset Management
Texas
$10.4M -$2M -29,380 -16%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$9.57M +$1.33M +19,520 +16%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$9.09M +$1.88M +27,591 +25%
Ameriprise
42
Ameriprise
Minnesota
$9.09M -$360K -5,278 -4%
WHRC
43
W.H. Reaves & Co
New Jersey
$8.84M -$13.6M -198,759 -60%
First Trust Advisors
44
First Trust Advisors
Illinois
$8.82M +$4.49M +65,826 +97%
PPA
45
Parametric Portfolio Associates
Washington
$8.65M +$233K +3,418 +3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.62M -$493K -7,221 -5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$8.35M -$205K -3,000 -2%
PCM
48
Peregrine Capital Management
Minnesota
$8.23M -$889K -13,025 -9%
Legal & General Group
49
Legal & General Group
United Kingdom
$8.13M +$56.6K +829 +0.7%
HAI
50
Hennessy Advisors Inc
California
$8.02M -$225K -3,300 -3%
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SWX Hedge Fund Activity: Q2 2021 in Review

272 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2021, worth a combined $3.27B — down 2.8% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SWX and 24 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $96.6M. The largest seller was Lazard Asset Management, cutting an estimated $192M.

  • 272 institutional investors held Southwest Gas (SWX) as of Q2 2021, down from 282 in Q1 2021.
  • Funds reported $3.27B of Southwest Gas stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 24 funds opened new Southwest Gas positions in Q2 2021 and 34 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2021 was BlackRock, an estimated $96.6M added.
  • The largest Southwest Gas seller in Q2 2021 was Lazard Asset Management, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.