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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
Cerity Partners
176
Cerity Partners
New York
$412K +$139K +1,923 +52%
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$412K +$110K +1,516 +37%
KPWS
178
Kestra Private Wealth Services
Texas
$386K -$269K -3,722 -42%
SFM
179
Systematic Financial Management
New Jersey
$373K +$365K +5,058 New
SPA
180
Sherbrooke Park Advisers
New York
$367K -$227K -3,140 -39%
OL
181
Optas LLC
Texas
$351K
SAM
182
Securian Asset Management
Minnesota
$345K -$7.51K -104 -2%
TT
183
TI-Trust
Illinois
$340K
CGH
184
Crossmark Global Holdings
Texas
$337K +$49.2K +681 +18%
Osaic Holdings
185
Osaic Holdings
Arizona
$336K -$177K -2,455 -35%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$329K +$22.2K +307 +7%
FRM
187
Fox Run Management
Connecticut
$318K +$312K +4,317 New
VSQM
188
V-Square Quantitative Management
Illinois
$317K +$14.4K +199 +5%
NS
189
NBC Securities
Alabama
$317K -$2.24K -31 -0.7%
First Manhattan
190
First Manhattan
New York
$302K -$10.8K -150 -4%
AI
191
Atria Investments
North Carolina
$295K +$61.3K +848 +27%
Verition Fund Management
192
Verition Fund Management
Connecticut
$283K +$278K +3,843 New
GFA
193
Gallagher Fiduciary Advisors
Illinois
$277K +$65.8K +911 +32%
IA
194
Inspire Advisors
Idaho
$275K +$270K +3,735 New
AWS
195
Atria Wealth Solutions
New York
$267K
TI
196
TTP Investments
California
$266K +$2.24K +31 +0.9%
AAS
197
Avantax Advisory Services
Texas
$261K -$22.7K -314 -8%
SG Americas Securities
198
SG Americas Securities
New York
$255K +$101K +1,402 +68%
Corient Private Wealth
199
Corient Private Wealth
Florida
$245K +$6.43K +89 +3%
CHP
200
Cable Hill Partners
Oregon
$244K -$119K -1,645 -33%

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.