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Southwest Gas
SWX

272 hedge funds and large institutions have $3.27B invested in Southwest Gas in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $318K

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

0.33% less ownership

Funds ownership: 85.65% → 85.32% (-0.33%)

3% less capital invested

Capital invested by funds: $3.36B → $3.27B (-$94M)

4% less funds holding

Funds holding: 282 → 272 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
272
Holders Change
-10
Holders Change %
-3.55%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
102
Reduced
101
Closed
34
Calls
$1.41M
Puts
$318K
Net Calls
+$1.09M
Net Calls Change
+$164K

Top Buyers

1
BlackRock
BlackRock
New York
+$96.6M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$38.9M
3
Millennium Management
Millennium Management
New York
+$19M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.3M
5
ORIO
Old Republic International (ORI)
Illinois
+$16.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$192M
2
CCM
CAAS Capital Management
New York
-$24.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$13.6M
4
ACG
Aventail Capital Group
New York
-$11.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
176
IndexIQ Advisors
New York
$390K +$5.39K +79 +1%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$374K -$136 -2 -0%
Allianz Asset Management
178
Allianz Asset Management
Germany
$369K +$380K +5,572 New
ZCA
179
Zeke Capital Advisors
Pennsylvania
$367K +$31.1K +456 +9%
FMT
180
First Mercantile Trust
Tennessee
$360K -$10.1K -148 -3%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$353K -$50.2K -736 -12%
SAM
182
Securian Asset Management
Minnesota
$353K – – –
NSEDCP
183
NJ State Employees Deferred Compensation Plan
New Jersey
$331K – – –
FHB
184
First Hawaiian Bank
Hawaii
$325K – – –
Verition Fund Management
185
Verition Fund Management
Connecticut
$306K -$328K -4,800 -51%
P
186
Pitcairn
Pennsylvania
$306K -$3.21K -47 -1%
CGH
187
Crossmark Global Holdings
Texas
$305K -$7.51K -110 -2%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$303K -$19.7K -288 -6%
TRCT
189
Tower Research Capital (TRC)
New York
$301K -$170K -2,489 -35%
AIM
190
Aigen Investment Management
New York
$300K -$120K -1,756 -28%
IB
191
Intrust Bank
Kansas
$298K -$65.2K -955 -17%
CCA
192
Catalyst Capital Advisors
New York
$293K +$17.9K +262 +6%
CIM
193
CIM Investment Management
Pennsylvania
$292K – – –
EGM
194
Engineers Gate Manager
New York
$285K -$686K -10,051 -70%
TCM
195
Tributary Capital Management
Nebraska
$271K -$13.6K -200 -5%
B
196
Bailard
California
$271K +$280K +4,100 New
OSIA
197
O'Shares Investment Advisers
Massachusetts
$270K +$39.6K +581 +17%
PAM
198
Private Asset Management
California
$265K – – –
LPL Financial
199
LPL Financial
California
$247K +$21.2K +311 +9%
SWM
200
Stockman Wealth Management
Montana
$247K +$254K +3,725 New
6 7
8
9 10

SWX Hedge Fund Activity: Q2 2021 in Review

272 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2021, worth a combined $3.27B — down 2.8% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SWX and 24 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $96.6M. The largest seller was Lazard Asset Management, cutting an estimated $192M.

  • 272 institutional investors held Southwest Gas (SWX) as of Q2 2021, down from 282 in Q1 2021.
  • Funds reported $3.27B of Southwest Gas stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 24 funds opened new Southwest Gas positions in Q2 2021 and 34 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2021 was BlackRock, an estimated $96.6M added.
  • The largest Southwest Gas seller in Q2 2021 was Lazard Asset Management, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.