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Southwest Gas
SWX

Overview Fund Activity

286 hedge funds and large institutions have $5.06B invested in Southwest Gas in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
41
Increased
82
Reduced
116
Closed
32
Calls
$1.35M
Puts
$183K
Net Calls
+$1.17M
Net Calls Change
-$849K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67.4M
3
MC
3
Maverick Capital
Texas
$126M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$76.1M
5
Charles Schwab
5
Charles Schwab
California
$68.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.7M
4
BlackRock
4
BlackRock
New York
$678M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Belpointe Asset Management
Nevada
$234K +$234K +3,072 New
SIS
202
Sound Income Strategies
Florida
$228K – – –
JIC
203
Johnson Investment Counsel
Ohio
$228K +$228K +3,000 New
Verition Fund Management
204
Verition Fund Management
Connecticut
$226K -$176K -2,316 -44%
CCFM
205
Clear Creek Financial Management
Washington
$224K +$224K +2,936 New
XT
206
XTX Topco
Cayman Islands
$212K +$212K +2,791 New
AssetMark Inc
207
AssetMark Inc
California
$211K -$28.8K -378 -12%
BPA
208
Beacon Pointe Advisors
California
$210K +$210K +2,759 New
COI
209
Connable Office Inc
Michigan
$208K +$208K +2,726 New
NRD
210
Nebula Research & Development
New York
$207K +$207K +2,715 New
CVA
211
Central Valley Advisors
California
$204K +$204K +2,682 New
EI
212
Ellevest Inc
New York
$202K -$44.4K -583 -18%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$202K +$202K +2,652 New
Stifel Financial
214
Stifel Financial
Missouri
$201K +$201K +2,646 New
TPI
215
Trust Point Inc
Wisconsin
$201K +$201K +2,636 New
SCM
216
Shelton Capital Management
Colorado
$200K +$200K +2,628 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$198K – – –
SG Americas Securities
218
SG Americas Securities
New York
$189K -$89.8K -1,178 -32%
SOAMC
219
Spirit of America Management Corp
New York
$183K +$19K +250 +12%
VCM
220
Versant Capital Management
Arizona
$152K +$4.49K +59 +3%
SAM
221
Shell Asset Management
Netherlands
$148K -$15.1K -215 -9%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$145K +$610 +8 +0.4%
S
223
SignatureFD
Georgia
$137K +$8.37K +110 +7%
TRCT
224
Tower Research Capital (TRC)
New York
$129K -$708K -9,297 -85%
GRP
225
Global Retirement Partners
California
$126K – – –
7 8
9
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