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Southwest Gas

309 hedge funds and large institutions have $4.52B invested in Southwest Gas in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

63% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 71

25% more capital invested

Capital invested by funds: $3.61B → $4.52B (+$911M)

11% more funds holding

Funds holding: 279309 (+30)

3.35% more ownership

Funds ownership: 85.51%88.87% (+3.4%)

37% less call options, than puts

Call options by funds: $3.93M | Put options by funds: $6.21M

Holders
309
Holders Change
+30
Holders Change %
+10.75%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
60
Increased
116
Reduced
71
Closed
25
Calls
$3.93M
Puts
$6.21M
Net Calls
-$2.27M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$33.2M +$5.81M +82,940 +24%
ORIO
27
Old Republic International (ORI)
Illinois
$30.9M
N
28
Nuveen
North Carolina
$28.3M +$2.62M +37,328 +12%
RRAM
29
River Road Asset Management
Kentucky
$28M -$181K -2,583 -0.7%
JP Morgan Chase
30
JP Morgan Chase
New York
$26.5M -$863K -12,320 -4%
CCM
31
Carronade Capital Management
Connecticut
$26.4M +$23.7M +337,591 New
Invesco
32
Invesco
Georgia
$24.3M -$24.8M -354,348 -53%
American Century Companies
33
American Century Companies
Missouri
$23.3M +$20.4M +291,303 +4,382%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$19.6M
Barclays
35
Barclays
United Kingdom
$19M +$6.46M +92,263 +61%
SCM
36
Segantii Capital Management
Hong Kong
$18.3M +$16.4M +233,934 New
Ameriprise
37
Ameriprise
Minnesota
$17.4M +$34.6K +494 +0.2%
Morgan Stanley
38
Morgan Stanley
New York
$16.6M -$113K -1,609 -0.8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$14.5M -$132K -1,884 -1%
PCA
40
Personal Capital Advisors
California
$14.1M +$545K +7,781 +5%
EIP
41
Energy Income Partners
Connecticut
$14M +$12.5M +178,348 New
PCM
42
Peregrine Capital Management
Minnesota
$13.7M +$1.33M +18,986 +12%
Hudson Bay Capital Management
43
Hudson Bay Capital Management
Connecticut
$13.6M +$12.2M +173,864 New
Truist Financial
44
Truist Financial
North Carolina
$12.9M -$886K -12,649 -7%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$11.7M
Legal & General Group
46
Legal & General Group
United Kingdom
$11.5M -$147K -2,099 -1%
AIG
47
American International Group
New York
$11.2M +$706K +10,074 +8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$11.2M +$890K +12,700 +10%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$11.2M +$485K +6,920 +5%
SGM
50
Seven Grand Managers
New York
$11M +$9.82M +140,100 New

SWX Hedge Fund Activity: Q1 2022 in Review

309 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2022, worth a combined $4.52B — up 25% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SWX positions and 25 closed out — a net gain of 35 holders — while 116 added to existing stakes and 71 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $140M. The largest seller was Bank of Montreal, cutting an estimated $29.8M.

  • 309 institutional investors held Southwest Gas (SWX) as of Q1 2022, up from 279 in Q4 2021.
  • Funds reported $4.52B of Southwest Gas stock for Q1 2022, up 25% quarter-over-quarter.
  • 60 funds opened new Southwest Gas positions in Q1 2022 and 25 closed out, a net change of +35 holders.
  • The largest Southwest Gas buyer in Q1 2022 was Zimmer Partners, an estimated $140M added.
  • The largest Southwest Gas seller in Q1 2022 was Bank of Montreal, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2022.