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Southwest Gas

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
Holders
280
Holders Change
-17
Holders Change %
-5.72%
% of All Funds
4.48%
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
Name Holding Trade Value Shares
Change
Shares
Change %
TRIA
201
Trail Ridge Investment Advisors
Colorado
$211K
WB
202
Webster Bank
Connecticut
$206K +$206K +3,306 New
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$203K +$874 +14 +0.4%
SCM
204
Shelton Capital Management
Colorado
$201K +$201K +3,218 New
AIM
205
Aigen Investment Management
New York
$201K +$201K +3,213 New
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$199K
SAM
207
Shell Asset Management
Netherlands
$193K -$688 -11 -0.4%
SIS
208
Sound Income Strategies
Florida
$187K
Fidelity Investments
209
Fidelity Investments
Massachusetts
$169K +$26.2K +420 +18%
CFGS
210
Concourse Financial Group Securities
Alabama
$159K
Allspring Global Investments
211
Allspring Global Investments
North Carolina
$155K -$26.5K -424 -15%
BAM
212
Belpointe Asset Management
Nevada
$150K +$1.5K +24 +1%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$135K +$14.5K +232 +12%
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$134K +$1.06K +17 +0.8%
VCM
215
Versant Capital Management
Arizona
$124K
AF
216
Advisornet Financial
Minnesota
$119K
TRCT
217
Tower Research Capital (TRC)
New York
$119K -$402K -6,456 -77%
EI
218
Ellevest Inc
New York
$112K +$1.37K +22 +1%
C
219
Covestor
United Kingdom
$107K +$68.2K +1,089 +176%
GRP
220
Global Retirement Partners
California
$104K +$102K +1,853 +4,876%
S
221
SignatureFD
Georgia
$102K +$15.3K +245 +18%
AssetMark Inc
222
AssetMark Inc
California
$97.2K +$19.3K +309 +25%
BTI
223
Blue Trust Inc
Georgia
$66K +$12.3K +201 +23%
NA
224
NewEdge Advisors
Louisiana
$62.9K +$42.5K +680 +207%
TCA
225
Trifecta Capital Advisors
Illinois
$62.5K +$62.5K +1,000 New