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Southwest Gas

297 hedge funds and large institutions have $4.81B invested in Southwest Gas in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $125K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

4% more funds holding

Funds holding: 285297 (+12)

3% more capital invested

Capital invested by funds: $4.68B → $4.81B (+$128M)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 111

1.82% less ownership

Funds ownership: 92.84%91.02% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
38
Increased
106
Reduced
111
Closed
25
Calls
$1.22M
Puts
$125K
Net Calls
+$1.09M
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$240K -$3.04K -42 -1%
BCM
202
BTC Capital Management
Iowa
$230K +$1.01K +14 +0.5%
DF
203
Donoghue Forlines
Massachusetts
$230K +$225K +3,118 New
BAM
204
Belpointe Asset Management
Nevada
$230K +$1.52K +21 +0.7%
NA
205
NewEdge Advisors
Louisiana
$224K -$183K -2,532 -45%
JIC
206
Johnson Investment Counsel
Ohio
$221K
SIS
207
Sound Income Strategies
Florida
$221K
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$220K -$136K -1,882 -39%
XT
209
XTX Topco
Cayman Islands
$217K +$213K +2,945 New
EC
210
EntryPoint Capital
New York
$217K +$212K +2,938 New
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$211K +$206K +2,854 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$210K +$66.1K +915 +47%
PA
213
Profund Advisors
Maryland
$207K +$202K +2,800 New
AssetMark Inc
214
AssetMark Inc
California
$206K -$16.5K -229 -8%
BPA
215
Beacon Pointe Advisors
California
$202K +$198K +2,739 New
CFM
216
Catalyst Funds Management
Australia
$199K +$173K +2,400 +800%
SOAMC
217
Spirit of America Management Corp
New York
$195K +$18.1K +250 +10%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$193K +$64.7K +896 +52%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$181K -$10.8K -150 -6%
CFGS
220
Concourse Financial Group Securities
Alabama
$159K -$8.6K -119 -5%
GRP
221
Global Retirement Partners
California
$158K -$10.8K -150 -7%
TRCT
222
Tower Research Capital (TRC)
New York
$154K -$1.15M -15,937 -88%
VCM
223
Versant Capital Management
Arizona
$149K +$1.16K +16 +0.8%
SAM
224
Shell Asset Management
Netherlands
$147K +$144K +1,989 New
KBC Group
225
KBC Group
Belgium
$136K +$27K +373 +25%

SWX Hedge Fund Activity: Q3 2024 in Review

297 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2024, worth a combined $4.81B — up 2.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 297 institutional investors held Southwest Gas (SWX) as of Q3 2024, up from 285 in Q2 2024.
  • Funds reported $4.81B of Southwest Gas stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q3 2024 and 25 closed out, a net change of +13 holders.
  • The largest Southwest Gas buyer in Q3 2024 was BlackRock, an estimated $42.9M added.
  • The largest Southwest Gas seller in Q3 2024 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.