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Southwest Gas
SWX

280 hedge funds and large institutions have $4.09B invested in Southwest Gas in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $2.03M

58% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 81

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

12% more capital invested

Capital invested by funds: $3.64B → $4.09B (+$450M)

3.75% more ownership

Funds ownership: 88.82% → 92.58% (+3.8%)

6% less funds holding

Funds holding: 297 → 280 (-17)

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
280
Holders Change
-17
Holders Change %
-5.72%
% of All Funds
4.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
128
Reduced
81
Closed
43
Calls
$5.1M
Puts
$2.03M
Net Calls
+$3.07M
Net Calls Change
-$1.76M

Top Buyers

1
IC
Icahn Carl
Florida
+$249M
2
CCM
Channing Capital Management
Illinois
+$73.2M
3
CM
Corvex Management
New York
+$55.8M
4
BlackRock
BlackRock
New York
+$27.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$27M

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
-$93.5M
2
Franklin Resources
Franklin Resources
California
-$44.6M
3
Nomura Holdings
Nomura Holdings
Japan
-$32.8M
4
Invesco
Invesco
Georgia
-$19.9M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
176
Securian Asset Management
Minnesota
$370K +$19.1K +300 +5%
Squarepoint
177
Squarepoint
New York
$360K +$367K +5,758 New
Millennium Management
178
Millennium Management
New York
$356K -$8.76M -137,442 -96%
CSS
179
Cubist Systematic Strategies
Connecticut
$352K -$2.2M -34,441 -86%
ACM
180
Acrisure Capital Management
Texas
$334K -$179K -2,808 -34%
VPIM
181
Vanguard Personalized Indexing Management
California
$332K +$69.7K +1,094 +26%
CGH
182
Crossmark Global Holdings
Texas
$322K +$12.2K +192 +4%
CCB
183
Cutter & Co Brokerage
Missouri
$315K +$6.37K +100 +2%
AWM
184
Arista Wealth Management
Nevada
$311K – – –
FHB
185
First Hawaiian Bank
Hawaii
$307K – – –
BCM
186
BTC Capital Management
Iowa
$290K +$34.7K +544 +13%
SSA
187
Schonfeld Strategic Advisors
New York
$287K +$47.7K +749 +19%
OL
188
Optas LLC
Texas
$286K +$291K +4,572 New
Jones Financial Companies
189
Jones Financial Companies
Missouri
$284K +$289K +4,541 New
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$254K -$401K -6,295 -61%
CAN
191
Cetera Advisor Networks
California
$252K +$3.19K +50 +1%
PAM
192
Private Asset Management
California
$250K – – –
OQS
193
Occudo Quantitative Strategies
Florida
$245K +$250K +3,921 New
AC
194
AXQ Capital
New Jersey
$244K +$249K +3,905 New
AWS
195
Atria Wealth Solutions
New York
$238K -$6.37K -100 -3%
Franklin Resources
196
Franklin Resources
California
$237K -$44.6M -699,804 -99%
PA
197
Profund Advisors
Maryland
$227K -$178K -2,795 -43%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$226K -$31.7K -498 -12%
TI
199
TTP Investments
California
$213K +$2.1K +33 +1%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$212K -$736K -11,542 -77%
6 7
8
9 10

SWX Hedge Fund Activity: Q1 2023 in Review

280 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2023, worth a combined $4.09B — up 12% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SWX and 33 opened new positions — a net loss of 10 holders — while 81 trimmed existing stakes and 128 added.

The largest buyer was Icahn Carl, adding an estimated $249M. The largest seller was ClearBridge Investments (Australia), cutting an estimated $93.5M.

  • 280 institutional investors held Southwest Gas (SWX) as of Q1 2023, down from 297 in Q4 2022.
  • Funds reported $4.09B of Southwest Gas stock for Q1 2023, up 12% quarter-over-quarter.
  • 33 funds opened new Southwest Gas positions in Q1 2023 and 43 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q1 2023 was Icahn Carl, an estimated $249M added.
  • The largest Southwest Gas seller in Q1 2023 was ClearBridge Investments (Australia), an estimated $93.5M sold.

Based on aggregated 13F filings for Q1 2023.