Southwest Gas
263 hedge funds and large institutions have $3.53B invested in Southwest Gas in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 32 closing their positions.
450% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $281K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% more capital invested
Capital invested by funds: $3.28B → $3.53B (+$249M)
3.8% more ownership
Funds ownership: 85.36% → 89.16% (+3.8%)
7% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 89
4% less funds holding
Funds holding: 273 → 263 (-10)
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$238M |
| 2 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$88.6M |
| 3 |
Cohen & Steers
New York
|
+$48.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$22.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$37.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$30.6M |
| 3 |
Millennium Management
New York
|
-$26.7M |
| 4 |
Lazard Asset Management
New York
|
-$13.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$13.9M |
SWX Hedge Fund Activity: Q3 2021 in Review
263 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2021, worth a combined $3.53B — up 7.6% from $3.28B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SWX and 27 opened new positions — a net loss of 5 holders — while 89 trimmed existing stakes and 95 added.
The largest buyer was Nomura Holdings, opening a new position worth an estimated $238M. The largest seller was BlackRock, cutting an estimated $37.6M.
- 263 institutional investors held Southwest Gas (SWX) as of Q3 2021, down from 273 in Q2 2021.
- Funds reported $3.53B of Southwest Gas stock for Q3 2021, up 7.6% quarter-over-quarter.
- 27 funds opened new Southwest Gas positions in Q3 2021 and 32 closed out, a net change of -5 holders.
- The largest Southwest Gas buyer in Q3 2021 was Nomura Holdings, an estimated $238M added.
- The largest Southwest Gas seller in Q3 2021 was BlackRock, an estimated $37.6M sold.
Based on aggregated 13F filings for Q3 2021.