We are live on ! Find out more
SWX icon

Southwest Gas

284 hedge funds and large institutions have $2.93B invested in Southwest Gas in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,123% more call options, than puts

Call options by funds: $966K | Put options by funds: $79K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 277284 (+7)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

0.18% less ownership

Funds ownership: 85.41%85.23% (-0.18%)

3% less capital invested

Capital invested by funds: $3.01B → $2.93B (-$79.5M)

Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
106
Reduced
100
Closed
28
Calls
$966K
Puts
$79K
Net Calls
+$887K
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$240K +$31.4K +476 +14%
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$231K +$250K +3,798 New
VI
203
Vestcor Inc
New Brunswick, Canada
$214K -$46.8K -710 -17%
OSIA
204
O'Shares Investment Advisers
Massachusetts
$213K +$17.5K +266 +8%
Stifel Financial
205
Stifel Financial
Missouri
$212K -$69.5K -1,055 -23%
MS
206
Maven Securities
Jersey
$210K +$228K +3,464 New
Lido Advisors
207
Lido Advisors
California
$209K
Balyasny Asset Management
208
Balyasny Asset Management
Illinois
$202K +$219K +3,317 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$201K
Osaic Holdings
210
Osaic Holdings
Arizona
$193K -$16.5K -251 -7%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$193K -$10.7K -162 -5%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$193K +$83.5K +1,267 +66%
VCM
213
Versant Capital Management
Arizona
$186K -$198 -3 -0.1%
PI
214
PEAK6 Investments
Illinois
$184K +$199K +3,022 New
CFGS
215
Concourse Financial Group Securities
Alabama
$166K +$3.56K +54 +2%
APA
216
American Portfolios Advisors
New York
$145K +$659 +10 +0.4%
GWM
217
Geneos Wealth Management
Colorado
$139K +$198 +3 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$121K -$51.9K -788 -28%
AF
219
Advisornet Financial
Minnesota
$115K
EI
220
Ellevest Inc
New York
$86K +$59.4K +901 +175%
PHK
221
Point72 Hong Kong
Hong Kong
$81K -$87.7K -1,331 -50%
VFA
222
Valeo Financial Advisors
Indiana
$74K +$659 +10 +0.8%
Schroder Investment Management Group
223
Schroder Investment Management Group
United Kingdom
$66K +$71.9K +1,092 New
WTC
224
WhitTier Trust Company
Nevada
$55K
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$53K +$22.9K +348 +67%

SWX Hedge Fund Activity: Q4 2020 in Review

284 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2020, worth a combined $2.93B — down 2.6% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 28 closed out — a net gain of 8 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.1M.

  • 284 institutional investors held Southwest Gas (SWX) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $2.93B of Southwest Gas stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q4 2020 and 28 closed out, a net change of +8 holders.
  • The largest Southwest Gas buyer in Q4 2020 was Lazard Asset Management, an estimated $22.1M added.
  • The largest Southwest Gas seller in Q4 2020 was T. Rowe Price Associates, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2020.