Southwest Gas
277 hedge funds and large institutions have $3.01B invested in Southwest Gas in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 109 reducing their positions, and 30 closing their positions.
58% more call options, than puts
Call options by funds: $959K | Put options by funds: $606K
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
3% more funds holding
Funds holding: 269 → 277 (+8)
1.96% less ownership
Funds ownership: 87.37% → 85.41% (-2%)
9% less capital invested
Capital invested by funds: $3.33B → $3.01B (-$314M)
25% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$111M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$24.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$8.28M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$6.76M |
| 5 |
D.E. Shaw & Co
New York
|
+$5.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$57.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.1M |
| 3 |
BlackRock
New York
|
-$19.2M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$18.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.6M |
SWX Hedge Fund Activity: Q3 2020 in Review
277 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2020, worth a combined $3.01B — down 9.4% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SWX positions and 30 closed out — a net gain of 10 holders — while 82 added to existing stakes and 109 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $111M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $57.9M sold.
- 277 institutional investors held Southwest Gas (SWX) as of Q3 2020, up from 269 in Q2 2020.
- Funds reported $3.01B of Southwest Gas stock for Q3 2020, down 9.4% quarter-over-quarter.
- 40 funds opened new Southwest Gas positions in Q3 2020 and 30 closed out, a net change of +10 holders.
- The largest Southwest Gas buyer in Q3 2020 was Lazard Asset Management, an estimated $111M added.
- The largest Southwest Gas seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $57.9M sold.
Based on aggregated 13F filings for Q3 2020.