Southwest Gas
286 hedge funds and large institutions have $5.06B invested in Southwest Gas in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 116 reducing their positions, and 32 closing their positions.
637% more call options, than puts
Call options by funds: $1.35M | Put options by funds: $183K
28% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 32
20% more capital invested
Capital invested by funds: $4.23B → $5.06B (+$832M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3% more funds holding
Funds holding: 279 → 286 (+7)
0.43% less ownership
Funds ownership: 93.37% → 92.94% (-0.43%)
29% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$50.8M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$34.9M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$30.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$86.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.5M |
| 3 |
Morgan Stanley
New York
|
-$34.3M |
| 4 |
BlackRock
New York
|
-$25.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$13.3M |
SWX Hedge Fund Activity: Q1 2024 in Review
286 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2024, worth a combined $5.06B — up 20% from $4.23B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SWX positions and 32 closed out — a net gain of 9 holders — while 82 added to existing stakes and 116 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $86.2M sold.
- 286 institutional investors held Southwest Gas (SWX) as of Q1 2024, up from 279 in Q4 2023.
- Funds reported $5.06B of Southwest Gas stock for Q1 2024, up 20% quarter-over-quarter.
- 41 funds opened new Southwest Gas positions in Q1 2024 and 32 closed out, a net change of +9 holders.
- The largest Southwest Gas buyer in Q1 2024 was Fidelity Investments, an estimated $107M added.
- The largest Southwest Gas seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $86.2M sold.
Based on aggregated 13F filings for Q1 2024.