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Southwest Gas
SWX

269 hedge funds and large institutions have $3.33B invested in Southwest Gas in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,783% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $6K

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more funds holding

Funds holding: 264 → 269 (+5)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

0.07% less ownership

Funds ownership: 87.44% → 87.37% (-0.07%)

1% less capital invested

Capital invested by funds: $3.35B → $3.33B (-$25M)

Holders
269
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
5.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
94
Reduced
93
Closed
31
Calls
$1.25M
Puts
$6K
Net Calls
+$1.25M
Net Calls Change
+$947K

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$181M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$36.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$17M
4
Norges Bank
Norges Bank
Norway
+$16.1M
5
RP
Reinhart Partners
Wisconsin
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$76.1M
2
Invesco
Invesco
Georgia
-$35M
3
BlackRock
BlackRock
New York
-$34M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.8M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$1.82M – – –
KOCAA
102
Knights of Columbus Asset Advisors
Connecticut
$1.73M -$56.8K -781 -3%
APG Asset Management
103
APG Asset Management
Netherlands
$1.67M -$2.22M -30,475 -53%
DIA
104
Dana Investment Advisors
Wisconsin
$1.57M -$169K -2,324 -9%
Citigroup
105
Citigroup
New York
$1.44M +$242K +3,328 +19%
AIP
106
Ameritas Investment Partners
Nebraska
$1.44M +$53.5K +735 +4%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$1.4M -$1.6K -22 -0.1%
SOMRS
108
State of Michigan Retirement System
Michigan
$1.38M +$352K +4,845 +32%
First Manhattan
109
First Manhattan
New York
$1.36M -$14.5K -200 -1%
NMIMC
110
Northwestern Mutual Investment Management Company
Wisconsin
$1.32M +$14.5K +200 +1%
UBS Group
111
UBS Group
Switzerland
$1.32M +$371K +5,103 +36%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$326K +4,480 +31%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$1.31M -$36.4K -500 -3%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$1.3M – – –
US Bancorp
115
US Bancorp
Minnesota
$1.24M -$124K -1,703 -9%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.18M +$98.6K +1,355 +9%
SAM
117
Shell Asset Management
Netherlands
$1.16M +$39.6K +544 +3%
SG Americas Securities
118
SG Americas Securities
New York
$1.14M -$1.18M -16,182 -50%
CCA
119
Catalyst Capital Advisors
New York
$1.08M +$59.8K +822 +6%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$1.06M -$2.05M -28,140 -65%
QIM
121
Quantitative Investment Management
Virginia
$1.02M +$704K +9,673 +188%
HighTower Advisors
122
HighTower Advisors
Illinois
$999K -$36.2K -497 -3%
Federated Hermes
123
Federated Hermes
Pennsylvania
$987K -$60K -825 -5%
Jane Street
124
Jane Street
New York
$966K +$1.02M +13,989 New
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$953K +$43.6K +600 +5%
3 4
5
6 7

SWX Hedge Fund Activity: Q2 2020 in Review

269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2020, worth a combined $3.33B — down 0.75% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SWX positions and 31 closed out — a net gain of 6 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $181M. The largest seller was Victory Capital Management, cutting an estimated $76.1M.

  • 269 institutional investors held Southwest Gas (SWX) as of Q2 2020, up from 264 in Q1 2020.
  • Funds reported $3.33B of Southwest Gas stock for Q2 2020, down 0.75% quarter-over-quarter.
  • 37 funds opened new Southwest Gas positions in Q2 2020 and 31 closed out, a net change of +6 holders.
  • The largest Southwest Gas buyer in Q2 2020 was Lazard Asset Management, an estimated $181M added.
  • The largest Southwest Gas seller in Q2 2020 was Victory Capital Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q2 2020.