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Southwest Gas

295 hedge funds and large institutions have $5.12B invested in Southwest Gas in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $4.52B → $5.12B (+$597M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.15% less ownership

Funds ownership: 88.87%88.72% (-0.15%)

5% less funds holding

Funds holding: 309295 (-14)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

68% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $4.59M

Holders
295
Holders Change
-14
Holders Change %
-4.53%
% of All Funds
4.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
54
Increased
87
Reduced
112
Closed
64
Calls
$1.49M
Puts
$4.59M
Net Calls
-$3.1M
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
Atria Wealth Solutions
New York
$331K
B
202
Bailard
California
$322K
VPIM
203
Vanguard Personalized Indexing Management
California
$314K +$46.3K +525 +17%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$305K -$18.5K -210 -6%
BC
205
Bridgefront Capital
Texas
$301K +$305K +3,460 New
BCM
206
BTC Capital Management
Iowa
$296K -$286K -3,239 -49%
HIS
207
Harvest Investment Services
Illinois
$287K +$291K +3,298 New
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$280K -$33.9K -384 -11%
SCM
209
Shelton Capital Management
Colorado
$280K
Group One Trading
210
Group One Trading
Illinois
$276K +$279K +3,165 New
Osaic Holdings
211
Osaic Holdings
Arizona
$266K -$324K -3,671 -55%
TT
212
TI-Trust
Illinois
$258K
WPW
213
Warther Private Wealth
Ohio
$252K -$207K -2,344 -45%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$241K +$87.1K +987 +55%
COI
215
Connable Office Inc
Michigan
$235K -$48.4K -548 -17%
EA
216
Emerald Advisors
Washington
$233K
APA
217
American Portfolios Advisors
New York
$225K +$88 +1 +0%
CAN
218
Cetera Advisor Networks
California
$224K +$226K +2,564 New
PCMC
219
Paragon Capital Management (Colorado)
Colorado
$222K +$225K +2,549 New
DWP
220
Destiny Wealth Partners
Florida
$220K +$223K +2,528 New
II
221
Inspire Investing
Idaho
$213K -$50.6K -573 -19%
JCM
222
Jacobsen Capital Management
Utah
$209K +$212K +2,406 New
TC
223
Trilogy Capital
California
$205K +$208K +2,356 New
PA
224
Parallel Advisors
California
$196K +$65K +737 +49%
GWM
225
Geneos Wealth Management
Colorado
$192K +$88 +1 +0%

SWX Hedge Fund Activity: Q2 2022 in Review

295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2022, worth a combined $5.12B — up 13% from $4.52B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SWX and 54 opened new positions — a net loss of 10 holders — while 112 trimmed existing stakes and 87 added.

The largest buyer was Icahn Carl, adding an estimated $195M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $80.8M.

  • 295 institutional investors held Southwest Gas (SWX) as of Q2 2022, down from 309 in Q1 2022.
  • Funds reported $5.12B of Southwest Gas stock for Q2 2022, up 13% quarter-over-quarter.
  • 54 funds opened new Southwest Gas positions in Q2 2022 and 64 closed out, a net change of -10 holders.
  • The largest Southwest Gas buyer in Q2 2022 was Icahn Carl, an estimated $195M added.
  • The largest Southwest Gas seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $80.8M sold.

Based on aggregated 13F filings for Q2 2022.