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Southwest Gas
SWX

280 hedge funds and large institutions have $4.09B invested in Southwest Gas in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $2.03M

58% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 81

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

12% more capital invested

Capital invested by funds: $3.64B → $4.09B (+$450M)

3.75% more ownership

Funds ownership: 88.82% → 92.58% (+3.8%)

6% less funds holding

Funds holding: 297 → 280 (-17)

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
280
Holders Change
-17
Holders Change %
-5.72%
% of All Funds
4.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
128
Reduced
81
Closed
43
Calls
$5.1M
Puts
$2.03M
Net Calls
+$3.07M
Net Calls Change
-$1.76M

Top Buyers

1
IC
Icahn Carl
Florida
+$249M
2
CCM
Channing Capital Management
Illinois
+$73.2M
3
CM
Corvex Management
New York
+$55.8M
4
BlackRock
BlackRock
New York
+$27.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$27M

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
-$93.5M
2
Franklin Resources
Franklin Resources
California
-$44.6M
3
Nomura Holdings
Nomura Holdings
Japan
-$32.8M
4
Invesco
Invesco
Georgia
-$19.9M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$2.07M +$262K +4,109 +14%
YCM
102
Yousif Capital Management
Michigan
$2.02M -$18.2K -285 -0.9%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$1.85M -$4.45M -69,769 -70%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$1.85M +$298K +4,678 +19%
COPPSERS
105
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.83M +$96.6K +1,516 +5%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$1.83M -$59.9K -940 -3%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$1.82M -$121K -1,905 -6%
E
108
Ergoteles
New York
$1.77M +$1.8M +28,302 New
GCIA
109
Gabelli & Co Investment Advisers
New York
$1.56M – – –
GCM
110
Ghisallo Capital Management
Massachusetts
$1.56M +$1.59M +25,000 New
BC
111
Burney Company
Virginia
$1.55M -$48.1K -755 -3%
DTL
112
Dynamic Technology Lab
Singapore
$1.52M +$827K +12,976 +115%
Allianz Asset Management
113
Allianz Asset Management
Germany
$1.44M +$51K +800 +4%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$1.4M +$1.42M +22,311 New
SDIC
115
South Dakota Investment Council
South Dakota
$1.38M – – –
AIP
116
Ameritas Investment Partners
Nebraska
$1.36M +$47.2K +740 +4%
VIM
117
VELA Investment Management
Ohio
$1.32M +$408K +6,401 +43%
GT
118
Glenmede Trust
Pennsylvania
$1.29M +$505K +7,924 +62%
II
119
Inspire Investing
Idaho
$1.26M +$36.6K +575 +3%
SGM
120
Seven Grand Managers
New York
$1.25M +$1.27M +20,000 New
ASRS
121
Arizona State Retirement System
Arizona
$1.21M +$33.5K +526 +3%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$27.2K +427 +2%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.16M – – –
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.08M +$51K +800 +5%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$1.07M +$45.7K +717 +4%
3 4
5
6 7

SWX Hedge Fund Activity: Q1 2023 in Review

280 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2023, worth a combined $4.09B — up 12% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SWX and 33 opened new positions — a net loss of 10 holders — while 81 trimmed existing stakes and 128 added.

The largest buyer was Icahn Carl, adding an estimated $249M. The largest seller was ClearBridge Investments (Australia), cutting an estimated $93.5M.

  • 280 institutional investors held Southwest Gas (SWX) as of Q1 2023, down from 297 in Q4 2022.
  • Funds reported $4.09B of Southwest Gas stock for Q1 2023, up 12% quarter-over-quarter.
  • 33 funds opened new Southwest Gas positions in Q1 2023 and 43 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q1 2023 was Icahn Carl, an estimated $249M added.
  • The largest Southwest Gas seller in Q1 2023 was ClearBridge Investments (Australia), an estimated $93.5M sold.

Based on aggregated 13F filings for Q1 2023.