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Southwest Gas

297 hedge funds and large institutions have $4.81B invested in Southwest Gas in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $125K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

4% more funds holding

Funds holding: 285297 (+12)

3% more capital invested

Capital invested by funds: $4.68B → $4.81B (+$128M)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 111

1.82% less ownership

Funds ownership: 92.84%91.02% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
38
Increased
106
Reduced
111
Closed
25
Calls
$1.22M
Puts
$125K
Net Calls
+$1.09M
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$1.15M -$72.3K -1,000 -6%
US Bancorp
127
US Bancorp
Minnesota
$1.13M +$94.1K +1,303 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
128
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.09M +$1.07M +14,771 New
SOMRS
129
State of Michigan Retirement System
Michigan
$1.06M -$14.5K -200 -1%
Creative Planning
130
Creative Planning
Kansas
$1.05M -$18.4K -255 -2%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$1.05M +$454K +6,285 +80%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$1.04M -$29.1K -403 -3%
Marshall Wace
133
Marshall Wace
United Kingdom
$1.01M +$282K +3,899 +40%
NMIMC
134
Northwestern Mutual Investment Management Company
Wisconsin
$985K -$5.85K -81 -0.6%
NMERB
135
New Mexico Educational Retirement Board
New Mexico
$981K
ECM
136
ExodusPoint Capital Management
New York
$981K +$961K +13,301 New
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$979K -$5.2K -72 -0.5%
BHCM
138
Brevan Howard Capital Management
Jersey
$944K +$925K +12,804 New
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$901K -$18.8K -260 -2%
GC
140
Guggenheim Capital
Illinois
$890K +$162K +2,248 +23%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$877K +$6.29K +87 +0.7%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$859K +$26.4K +365 +3%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$849K
HighTower Advisors
144
HighTower Advisors
Illinois
$829K -$1.39M -19,263 -63%
LOIM
145
Liberty One Investment Management
Illinois
$806K -$33.1K -458 -4%
IIM
146
INTECH Investment Management
Florida
$800K +$415K +5,740 +112%
TI
147
Tidal Investments
Wisconsin
$795K +$257K +3,550 +49%
Mariner
148
Mariner
Kansas
$733K -$1.08K -15 -0.2%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$729K +$612K +8,464 +599%
II
150
Inspire Investing
Idaho
$726K +$353K +4,879 +98%

SWX Hedge Fund Activity: Q3 2024 in Review

297 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2024, worth a combined $4.81B — up 2.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 297 institutional investors held Southwest Gas (SWX) as of Q3 2024, up from 285 in Q2 2024.
  • Funds reported $4.81B of Southwest Gas stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q3 2024 and 25 closed out, a net change of +13 holders.
  • The largest Southwest Gas buyer in Q3 2024 was BlackRock, an estimated $42.9M added.
  • The largest Southwest Gas seller in Q3 2024 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.