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Southwest Gas
SWX

295 hedge funds and large institutions have $5.12B invested in Southwest Gas in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $4.52B → $5.12B (+$597M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.15% less ownership

Funds ownership: 88.87% → 88.72% (-0.15%)

5% less funds holding

Funds holding: 309 → 295 (-14)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

68% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $4.59M

Holders
295
Holders Change
-14
Holders Change %
-4.53%
% of All Funds
4.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
54
Increased
87
Reduced
112
Closed
64
Calls
$1.49M
Puts
$4.59M
Net Calls
-$3.1M
Net Calls Change
-$827K

Top Buyers

1
IC
Icahn Carl
Florida
+$195M
2
BC
Brookfield Corp
Ontario, Canada
+$140M
3
TAL
TIG Advisors LLC
New York
+$43.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.4M
5
Millennium Management
Millennium Management
New York
+$35.4M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$80.8M
2
ZP
Zimmer Partners
New York
-$79.8M
3
BlackRock
BlackRock
New York
-$46.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$44.1M
5
ORIO
Old Republic International (ORI)
Illinois
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$2.83M +$1.2M +13,542 +71%
AA
102
ALPS Advisors
Colorado
$2.79M -$606K -6,871 -18%
DCM
103
Dean Capital Management
Kansas
$2.77M -$1.03M -11,659 -27%
ECM
104
ExodusPoint Capital Management
New York
$2.67M +$2.71M +30,666 New
RIM
105
Redwood Investment Management
Arizona
$2.64M +$2.68M +30,330 New
BC
106
Burney Company
Virginia
$2.58M -$707K -8,008 -21%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$2.51M – – –
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.31M +$205K +2,320 +10%
HighTower Advisors
109
HighTower Advisors
Illinois
$2.29M +$803K +9,096 +53%
California Public Employees Retirement System
110
California Public Employees Retirement System
California
$2.18M -$9.75M -110,427 -82%
HF
111
HRT Financial
New York
$2.11M -$2.82M -31,917 -57%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$2.04M +$411K +4,659 +25%
Marshall Wace
113
Marshall Wace
United Kingdom
$1.99M +$2.02M +22,855 New
AIP
114
Ameritas Investment Partners
Nebraska
$1.98M +$7.77K +88 +0.4%
Federated Hermes
115
Federated Hermes
Pennsylvania
$1.96M +$982K +11,123 +98%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$1.94M -$1.44M -16,265 -42%
SO
117
STRS Ohio
Ohio
$1.87M +$1.12M +12,700 +144%
GCIA
118
Gabelli & Co Investment Advisers
New York
$1.82M +$318K +3,600 +21%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$1.7M +$1.72M +19,512 New
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.66M -$17.6K -200 -1%
PAMS
121
Pictet Asset Management (Switzerland)
Switzerland
$1.65M +$1.29M +14,597 +338%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$1.53M +$28.5K +323 +2%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.5M +$124K +1,400 +9%
SOMRS
124
State of Michigan Retirement System
Michigan
$1.48M +$35.3K +400 +2%
WCA
125
Waratah Capital Advisors
Ontario, Canada
$1.47M +$1.5M +16,951 New
3 4
5
6 7

SWX Hedge Fund Activity: Q2 2022 in Review

295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2022, worth a combined $5.12B — up 13% from $4.52B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SWX and 54 opened new positions — a net loss of 10 holders — while 112 trimmed existing stakes and 87 added.

The largest buyer was Icahn Carl, adding an estimated $195M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $80.8M.

  • 295 institutional investors held Southwest Gas (SWX) as of Q2 2022, down from 309 in Q1 2022.
  • Funds reported $5.12B of Southwest Gas stock for Q2 2022, up 13% quarter-over-quarter.
  • 54 funds opened new Southwest Gas positions in Q2 2022 and 64 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2022 was Icahn Carl, an estimated $195M added.
  • The largest Southwest Gas seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $80.8M sold.

Based on aggregated 13F filings for Q2 2022.