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Southwest Gas
SWX

288 hedge funds and large institutions have $4.14B invested in Southwest Gas in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $1.68M

0.12% less ownership

Funds ownership: 88.72% → 88.59% (-0.12%)

2% less funds holding

Funds holding: 295 → 288 (-7)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

13% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 106

19% less capital invested

Capital invested by funds: $5.12B → $4.14B (-$980M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
288
Holders Change
-7
Holders Change %
-2.37%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
44
Increased
92
Reduced
106
Closed
50
Calls
$3.51M
Puts
$1.68M
Net Calls
+$1.83M
Net Calls Change
+$4.93M

Top Buyers

1
IC
Icahn Carl
Florida
+$122M
2
CIA
ClearBridge Investments (Australia)
Australia
+$102M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$36.7M
4
American Century Companies
American Century Companies
Missouri
+$24.9M
5
Invesco
Invesco
Georgia
+$22.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$242M
2
Cohen & Steers
Cohen & Steers
New York
-$64.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$45.9M
4
BC
Brookfield Corp
Ontario, Canada
-$45.1M
5
TAL
TIG Advisors LLC
New York
-$43.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
126
Renaissance Technologies
New York
$1.2M -$2.37M -29,200 -63%
CPO
127
Cerity Partners OCIO
New York
$1.18M +$135K +1,666 +11%
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$1.14M -$97.3K -1,200 -7%
LPL Financial
129
LPL Financial
California
$1.14M +$266K +3,278 +25%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.14M -$99.2K -1,223 -7%
DADC
131
D.A. Davidson & Co
Montana
$1.13M -$4.06K -50 -0.3%
SOMRS
132
State of Michigan Retirement System
Michigan
$1.08M -$122K -1,500 -9%
Barclays
133
Barclays
United Kingdom
$1.08M -$104K -1,284 -8%
Citigroup
134
Citigroup
New York
$1.06M +$534K +6,586 +77%
FT
135
Fiduciary Trust
Massachusetts
$1.05M – – –
GC
136
Guggenheim Capital
Illinois
$1.01M +$325K +4,010 +38%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$958K – – –
SDIC
138
South Dakota Investment Council
South Dakota
$957K +$1.11M +13,719 New
Verition Fund Management
139
Verition Fund Management
Connecticut
$926K -$9.91M -122,174 -90%
VIM
140
VELA Investment Management
Ohio
$808K – – –
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$785K +$913K +11,260 New
MCC
142
Money Concepts Capital
Florida
$776K +$883K +10,892 +4,736%
LOIM
143
Liberty One Investment Management
Illinois
$758K -$322K -3,968 -27%
NMERB
144
New Mexico Educational Retirement Board
New Mexico
$732K – – –
First Manhattan
145
First Manhattan
New York
$731K +$73K +900 +9%
EF
146
Empowered Funds
Pennsylvania
$722K +$840K +10,354 New
X
147
Xponance
Pennsylvania
$690K -$36.2K -446 -4%
GT
148
Glenmede Trust
Pennsylvania
$684K +$796K +9,809 New
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$675K -$161K -1,985 -17%
Federated Hermes
150
Federated Hermes
Pennsylvania
$667K -$1.05M -12,948 -58%
4 5
6
7 8

SWX Hedge Fund Activity: Q3 2022 in Review

288 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2022, worth a combined $4.14B — down 19% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SWX and 44 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 92 added.

The largest buyer was Icahn Carl, adding an estimated $122M. The largest seller was T. Rowe Price Associates, cutting an estimated $242M.

  • 288 institutional investors held Southwest Gas (SWX) as of Q3 2022, down from 295 in Q2 2022.
  • Funds reported $4.14B of Southwest Gas stock for Q3 2022, down 19% quarter-over-quarter.
  • 44 funds opened new Southwest Gas positions in Q3 2022 and 50 closed out, a net change of -6 holders.
  • The largest Southwest Gas buyer in Q3 2022 was Icahn Carl, an estimated $122M added.
  • The largest Southwest Gas seller in Q3 2022 was T. Rowe Price Associates, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.