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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$1.61M -$155K -2,350 -8%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.6M -$254K -3,857 -13%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$1.52M -$52.3K -794 -3%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$1.47M +$740K +11,236 +87%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$1.46M -$3.29M -49,900 -68%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M -$261K -3,960 -14%
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$1.39M -$381K -5,778 -20%
SO
108
STRS Ohio
Ohio
$1.39M +$395K +6,000 +36%
OTPPB
109
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.35M +$1.47M +22,254 New
Millennium Management
110
Millennium Management
New York
$1.28M +$1.38M +20,997 New
SOMRS
111
State of Michigan Retirement System
Michigan
$1.26M +$26.4K +400 +2%
AIP
112
Ameritas Investment Partners
Nebraska
$1.25M -$12.3K -187 -0.9%
Jennison Associates
113
Jennison Associates
New York
$1.25M +$737K +11,181 +118%
DIA
114
Dana Investment Advisors
Wisconsin
$1.24M -$75.2K -1,142 -5%
CCB
115
Cutter & Co Brokerage
Missouri
$1.23M +$272K +4,127 +26%
NMIMC
116
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$23.8K +361 +2%
Wellington Management Group
117
Wellington Management Group
Massachusetts
$1.18M -$23.1K -350 -2%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$69.6K +1,057 +6%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$1.13M -$1.65K -25 -0.1%
MWNA
120
Marshall Wace North America
New York
$1.11M +$184K +2,789 +18%
DA
121
Duality Advisers
Florida
$1.04M +$1.13M +17,116 New
Citadel Advisors
122
Citadel Advisors
Florida
$1.03M +$211K +3,207 +23%
First Manhattan
123
First Manhattan
New York
$1.03M -$155K -2,350 -12%
LSV Asset Management
124
LSV Asset Management
Illinois
$1.03M +$520K +7,900 +88%
SAM
125
Shell Asset Management
Netherlands
$1.02M

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.