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Southwest Gas

284 hedge funds and large institutions have $2.93B invested in Southwest Gas in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,123% more call options, than puts

Call options by funds: $966K | Put options by funds: $79K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 277284 (+7)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

0.18% less ownership

Funds ownership: 85.41%85.23% (-0.18%)

3% less capital invested

Capital invested by funds: $3.01B → $2.93B (-$79.5M)

Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
106
Reduced
100
Closed
28
Calls
$966K
Puts
$79K
Net Calls
+$887K
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$3.29M +$563K +8,546 +19%
MIM
77
MetLife Investment Management
New Jersey
$3.29M -$146K -2,220 -4%
Federated Hermes
78
Federated Hermes
Pennsylvania
$3.26M +$2.66M +40,323 +303%
MOACM
79
Mutual of America Capital Management
New York
$3.25M +$92.4K +1,402 +3%
FNBOO
80
First National Bank of Omaha
Nebraska
$3.24M -$964K -14,636 -22%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$3.15M
Squarepoint
82
Squarepoint
New York
$2.81M -$3.46M -52,447 -53%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$2.81M -$289K -4,390 -9%
TPSF
84
Texas Permanent School Fund
Texas
$2.77M -$434K -6,594 -13%
DIA
85
Dean Investment Associates
Ohio
$2.49M +$1.7M +25,863 +170%
MCM
86
Matarin Capital Management
New York
$2.39M -$1.44M -21,825 -36%
CAM
87
Congress Asset Management
Massachusetts
$2.36M +$43.5K +660 +2%
MAM
88
Martingale Asset Management
Massachusetts
$2.33M -$1.79M -27,094 -41%
EGM
89
Engineers Gate Manager
New York
$2.32M +$2.52M +38,255 New
MHI
90
Miller Howard Investments
New York
$2.32M -$43.8K -665 -2%
UBS Group
91
UBS Group
Switzerland
$2.26M +$1.18M +17,919 +93%
SG Americas Securities
92
SG Americas Securities
New York
$2.15M +$2.33M +35,435 New
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$2.14M
DCM
94
Dean Capital Management
Kansas
$2.11M +$1.81M +27,432 +373%
Comerica Bank
95
Comerica Bank
Texas
$2.06M -$14.9K -226 -0.6%
First Trust Advisors
96
First Trust Advisors
Illinois
$2.02M +$693K +10,515 +46%
Barclays
97
Barclays
United Kingdom
$2M -$509K -7,733 -19%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$1.97M -$266K -4,032 -11%
MSA
99
Mason Street Advisors
Wisconsin
$1.84M +$27.9K +424 +1%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M +$98.8K +1,500 +6%

SWX Hedge Fund Activity: Q4 2020 in Review

284 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2020, worth a combined $2.93B — down 2.6% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 28 closed out — a net gain of 8 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.1M.

  • 284 institutional investors held Southwest Gas (SWX) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $2.93B of Southwest Gas stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q4 2020 and 28 closed out, a net change of +8 holders.
  • The largest Southwest Gas buyer in Q4 2020 was Lazard Asset Management, an estimated $22.1M added.
  • The largest Southwest Gas seller in Q4 2020 was T. Rowe Price Associates, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2020.