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Southwest Gas

297 hedge funds and large institutions have $4.81B invested in Southwest Gas in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $125K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

4% more funds holding

Funds holding: 285297 (+12)

3% more capital invested

Capital invested by funds: $4.68B → $4.81B (+$128M)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 111

1.82% less ownership

Funds ownership: 92.84%91.02% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
38
Increased
106
Reduced
111
Closed
25
Calls
$1.22M
Puts
$125K
Net Calls
+$1.09M
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$31.3M -$27.1M -375,000 -47%
SC
27
Sasco Capital
Connecticut
$28.1M -$4.55M -62,950 -14%
Goldman Sachs
28
Goldman Sachs
New York
$27M -$757K -10,479 -3%
Invesco
29
Invesco
Georgia
$24.6M +$2.9M +40,137 +14%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$23.5M -$1.02M -14,118 -4%
JP Morgan Chase
31
JP Morgan Chase
New York
$20.3M -$2.87M -39,715 -13%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$19.7M +$568K +7,858 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$16.4M +$6.36M +88,053 +66%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$15.8M -$517K -7,153 -3%
N
35
Nuveen
North Carolina
$15.3M -$8.36M -115,763 -36%
Bank of America
36
Bank of America
North Carolina
$14.7M -$1.25M -17,322 -8%
Victory Capital Management
37
Victory Capital Management
Texas
$14.4M -$764K -10,576 -5%
LIM
38
Longfellow Investment Management
Massachusetts
$12.6M
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$12.3M +$2.17K +30 +0%
AllianceBernstein
40
AllianceBernstein
Tennessee
$11.3M -$153K -2,113 -1%
MAP
41
Moody Aldrich Partners
Massachusetts
$9.93M +$1.24M +17,227 +15%
1M
42
13D Management
New York
$9.72M +$14.9K +206 +0.2%
Legal & General Group
43
Legal & General Group
United Kingdom
$9.55M +$271K +3,755 +3%
SEI Investments
44
SEI Investments
Pennsylvania
$9.49M -$2.04M -28,254 -18%
UBS AM
45
UBS AM
Illinois
$9.42M +$9.1K +126 +0.1%
ETC
46
Exchange Traded Concepts
Oklahoma
$9.29M +$1.04M +14,388 +13%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$9.1M -$7.48M -103,464 -46%
Prudential Financial
48
Prudential Financial
New Jersey
$8.28M +$7.6M +105,242 +1,489%
Ameriprise
49
Ameriprise
Minnesota
$8.28M +$1.69M +23,418 +26%
Swiss National Bank
50
Swiss National Bank
Switzerland
$8.26M -$65K -900 -0.8%

SWX Hedge Fund Activity: Q3 2024 in Review

297 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2024, worth a combined $4.81B — up 2.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 297 institutional investors held Southwest Gas (SWX) as of Q3 2024, up from 285 in Q2 2024.
  • Funds reported $4.81B of Southwest Gas stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q3 2024 and 25 closed out, a net change of +13 holders.
  • The largest Southwest Gas buyer in Q3 2024 was BlackRock, an estimated $42.9M added.
  • The largest Southwest Gas seller in Q3 2024 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.