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Southwest Gas
SWX

Overview Fund Activity

279 hedge funds and large institutions have $4.23B invested in Southwest Gas in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
43
Increased
84
Reduced
109
Closed
38
Calls
$3.3M
Puts
$1.29M
Net Calls
+$2.01M
Net Calls Change
+$5.3M

Top Buyers

1
CM
Corvex Management
New York
$302M
2
MC
Maverick Capital
Texas
$71.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$89.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$67.1M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$86.2M
2
Citadel Advisors
Citadel Advisors
Florida
$3.64M
3
CWM
CIBC World Markets
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$43.9M
5
Norges Bank
Norges Bank
Norway
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Profund Advisors
Maryland
$201K +$201K +3,169 New
AssetMark Inc
202
AssetMark Inc
California
$200K +$36.8K +581 +23%
AF
203
Allworth Financial
California
$195K +$163K +2,576 +520%
SIS
204
Sound Income Strategies
Florida
$190K – – –
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$165K -$127 -2 -0.1%
SAM
206
Shell Asset Management
Netherlands
$147K -$44.3K -699 -23%
SOAMC
207
Spirit of America Management Corp
New York
$136K – – –
VCM
208
Versant Capital Management
Arizona
$123K -$1.33K -21 -1%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$120K -$13.4K -211 -10%
S
210
SignatureFD
Georgia
$107K -$46K -726 -30%
GRP
211
Global Retirement Partners
California
$101K -$14.2K -233 -12%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$86.9K +$71.4K +1,127 +462%
C
213
Covestor
United Kingdom
$83K -$13.6K -216 -14%
GG
214
Greenwood Gearhart
Arkansas
$79.2K +$79.2K +1,250 New
SWS
215
SYSTM Wealth Solutions
Illinois
$78.1K +$78.1K +1,233 New
KBC Group
216
KBC Group
Belgium
$67K – – –
QCG
217
Quadrant Capital Group
Ohio
$63.5K -$44.5K -702 -41%
TCA
218
Trifecta Capital Advisors
Illinois
$63.4K – – –
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
$59K -$85.8K -1,343 -59%
PA
220
Parallel Advisors
California
$50.3K -$15.8K -250 -24%
Nomura Asset Management
221
Nomura Asset Management
Japan
$45.6K – – –
AF
222
Advisornet Financial
Minnesota
$44.9K +$190 +3 +0.4%
VanEck Associates
223
VanEck Associates
New York
$40K +$3.12K +49 +8%
EWM
224
Evermay Wealth Management
Virginia
$33.8K – – –
ASN
225
Advisory Services Network
Georgia
$30K +$30K +474 New
7 8
9
10 11