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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
FNBOO
76
First National Bank of Omaha
Nebraska
$3.62M – – –
CAM
77
Congress Asset Management
Massachusetts
$3.46M +$544K +7,967 +18%
MOACM
78
Mutual of America Capital Management
New York
$3.42M +$682 +10 +0%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$3.4M +$3.5M +51,363 New
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$3.33M -$1.3K -19 -0%
MIM
81
MetLife Investment Management
New Jersey
$3.32M -$39.4K -578 -1%
HA
82
Heartland Advisors
Wisconsin
$3.31M +$3.41M +50,000 New
CS
83
Credit Suisse
Switzerland
$3.24M +$273K +3,994 +9%
Comerica Bank
84
Comerica Bank
Texas
$3.19M +$103K +1,513 +4%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$3.13M +$13.5K +198 +0.4%
American Century Companies
86
American Century Companies
Missouri
$2.9M -$886K -12,978 -23%
TPSF
87
Texas Permanent School Fund
Texas
$2.86M +$32.1K +471 +1%
AB
88
Amalgamated Bank
New York
$2.83M +$2.55M +37,336 +695%
CCB
89
Cutter & Co Brokerage
Missouri
$2.75M +$523K +7,660 +23%
BCM
90
Bridgeway Capital Management
Texas
$2.67M +$328K +4,800 +14%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$2.66M +$812K +11,898 +42%
MHI
92
Miller Howard Investments
New York
$2.64M +$78.3K +1,147 +3%
DCM
93
Dean Capital Management
Kansas
$2.58M -$914K -13,391 -26%
ECM
94
ExodusPoint Capital Management
New York
$2.56M +$873K +12,787 +50%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.43M -$152K -2,232 -6%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$2.23M -$780K -11,437 -25%
CSS
97
Cubist Systematic Strategies
Connecticut
$2.21M -$5.05M -73,980 -69%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$2.08M +$162K +2,378 +8%
UBS Group
99
UBS Group
Switzerland
$2.05M -$456K -6,678 -18%
DA
100
Duality Advisers
Florida
$2.02M +$108K +1,579 +5%
2 3
4
5 6

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.