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Southwest Gas
SWX

309 hedge funds and large institutions have $4.52B invested in Southwest Gas in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

63% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 71

25% more capital invested

Capital invested by funds: $3.61B → $4.52B (+$911M)

11% more funds holding

Funds holding: 279 → 309 (+30)

3.35% more ownership

Funds ownership: 85.51% → 88.87% (+3.4%)

37% less call options, than puts

Call options by funds: $3.93M | Put options by funds: $6.21M

Holders
309
Holders Change
+30
Holders Change %
+10.75%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
60
Increased
116
Reduced
71
Closed
25
Calls
$3.93M
Puts
$6.21M
Net Calls
-$2.27M
Net Calls Change
-$3.35M

Top Buyers

1
ZP
Zimmer Partners
New York
+$140M
2
BlackRock
BlackRock
New York
+$60.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.4M
4
ACG
Aventail Capital Group
New York
+$35.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$32M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.8M
2
Invesco
Invesco
Georgia
-$24.8M
3
Millennium Management
Millennium Management
New York
-$13M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.87M
5
Franklin Resources
Franklin Resources
California
-$7.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$3.41M +$117K +1,671 +4%
DCM
102
Dean Capital Management
Kansas
$3.41M -$116K -1,653 -4%
AB
103
Amalgamated Bank
New York
$3.34M +$175K +2,498 +6%
AF
104
Amalgamated Financial
New York
$3.34M +$2.99M +42,690 New
MHI
105
Miller Howard Investments
New York
$3.21M +$93.7K +1,338 +3%
CCB
106
Cutter & Co Brokerage
Missouri
$3.15M -$256K -3,650 -8%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.14M – – –
Stifel Financial
108
Stifel Financial
Missouri
$3.13M +$1.65M +23,496 +143%
KOCAA
109
Knights of Columbus Asset Advisors
Connecticut
$3.07M +$1.12M +16,051 +69%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M – – –
AA
111
ALPS Advisors
Colorado
$3.04M -$370K -5,277 -12%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$3.02M +$489K +6,973 +22%
BC
113
Burney Company
Virginia
$2.95M -$3.6M -51,455 -58%
YCM
114
Yousif Capital Management
Michigan
$2.64M +$81.4K +1,162 +4%
BFM
115
Boothbay Fund Management
New York
$2.6M +$2.33M +33,242 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$2.58M -$29.8M -425,506 -93%
Citigroup
117
Citigroup
New York
$2.44M -$3.6M -51,421 -62%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.26M – – –
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$2.06M -$6.94K -99 -0.4%
Voloridge Investment Management
120
Voloridge Investment Management
Florida
$2.05M +$1.83M +26,168 New
RCMU
121
Rokos Capital Management (UK)
United Kingdom
$1.98M +$1.75M +25,000 New
PCM
122
Pentwater Capital Management
Florida
$1.96M +$1.75M +25,000 New
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.89M +$289K +4,126 +21%
Victory Capital Management
124
Victory Capital Management
Texas
$1.83M +$994K +14,186 +215%
AIP
125
Ameritas Investment Partners
Nebraska
$1.78M +$128K +1,830 +9%
3 4
5
6 7

SWX Hedge Fund Activity: Q1 2022 in Review

309 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2022, worth a combined $4.52B — up 25% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SWX positions and 25 closed out — a net gain of 35 holders — while 116 added to existing stakes and 71 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $140M. The largest seller was Bank of Montreal, cutting an estimated $29.8M.

  • 309 institutional investors held Southwest Gas (SWX) as of Q1 2022, up from 279 in Q4 2021.
  • Funds reported $4.52B of Southwest Gas stock for Q1 2022, up 25% quarter-over-quarter.
  • 60 funds opened new Southwest Gas positions in Q1 2022 and 25 closed out, a net change of +35 holders.
  • The largest Southwest Gas buyer in Q1 2022 was Zimmer Partners, an estimated $140M added.
  • The largest Southwest Gas seller in Q1 2022 was Bank of Montreal, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2022.