We are live on ! Find out more
SWX icon

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
GCM
151
Graham Capital Management
Connecticut
$726K -$342K -4,731 -32%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$725K -$478K -6,617 -40%
LPL Financial
153
LPL Financial
California
$724K +$80.3K +1,111 +13%
VPIM
154
Vanguard Personalized Indexing Management
California
$678K +$1.01K +14 +0.2%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$677K +$13.3K +184 +2%
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$651K -$17.3K -240 -3%
CPBTD
157
Central Pacific Bank - Trust Division
Hawaii
$642K
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$621K -$339K -4,688 -36%
X
159
Xponance
Pennsylvania
$604K -$1.73K -24 -0.3%
OKSA
160
O'Keefe Stevens Advisory
New York
$599K +$587K +8,121 New
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$590K +$5.92K +82 +1%
MWM
162
Massachusetts Wealth Management
Massachusetts
$584K -$16.3K -225 -3%
CL
163
Choreo LLC
Illinois
$562K +$27K +374 +5%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$513K +$34K +470 +7%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$501K -$14.7K -203 -3%
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
$457K +$448K +6,201 New
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$450K -$97.3K -1,346 -18%
B
168
Bailard
California
$443K +$434K +6,000 New
JAM
169
Jupiter Asset Management
United Kingdom
$438K -$177K -2,443 -29%
BCI
170
Brinker Capital Investments
Pennsylvania
$436K +$41.1K +569 +11%
OPS
171
Orion Portfolio Solutions
Nebraska
$436K +$41.1K +569 +11%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$433K -$10.1K -140 -2%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$430K
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$424K +$47.5K +657 +13%
BWM
175
Buckley Wealth Management
Nevada
$420K -$21.7K -300 -5%

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.