We are live on ! Find out more
SWX icon

Southwest Gas

279 hedge funds and large institutions have $3.61B invested in Southwest Gas in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.37M

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

56% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 72

6% more funds holding

Funds holding: 262279 (+17)

2% more capital invested

Capital invested by funds: $3.53B → $3.61B (+$83.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.65% less ownership

Funds ownership: 89.16%85.51% (-3.7%)

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
112
Reduced
72
Closed
27
Calls
$2.44M
Puts
$1.37M
Net Calls
+$1.07M
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$650M -$75.9M -1,101,275 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$417M +$2.21M +32,119 +0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$237M -$6.56M -95,197 -3%
IC
4
Icahn Carl
Florida
$203M +$112M +1,629,326 +128%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$156M -$717K -10,398 -0.5%
State Street
6
State Street
Massachusetts
$129M +$4.91M +71,247 +4%
Nomura Holdings
7
Nomura Holdings
Japan
$123M -$115M -1,662,741 -49%
AllianceBernstein
8
AllianceBernstein
Tennessee
$110M -$23.5M -341,307 -18%
GF
9
Gabelli Funds
New York
$81.6M -$207 -3 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$72.4M +$1.98M +28,777 +3%
Macquarie Group
11
Macquarie Group
Australia
$68.6M -$8.22M -119,272 -11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$65.8M -$13.3M -193,099 -17%
Northern Trust
13
Northern Trust
Illinois
$65.7M +$148K +2,152 +0.2%
Principal Financial Group
14
Principal Financial Group
Iowa
$59.5M -$3.52M -51,048 -6%
Citadel Advisors
15
Citadel Advisors
Florida
$58.8M +$57.4M +832,935 +13,832%
Franklin Resources
16
Franklin Resources
California
$56.2M -$6.95M -100,809 -11%
Cohen & Steers
17
Cohen & Steers
New York
$55.6M +$1.22M +17,709 +2%
GI
18
GAMCO Investors
Connecticut
$50.9M +$1.98M +28,689 +4%
Norges Bank
19
Norges Bank
Norway
$46.7M +$13.3M +192,861 +41%
Invesco
20
Invesco
Georgia
$46.5M -$24.5M -354,897 -35%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$43.5M -$15.9K -231 -0%
VNIM
22
Vaughan Nelson Investment Management
Texas
$37.2M -$11.8M -171,285 -24%
Charles Schwab
23
Charles Schwab
California
$33.4M +$1.57M +22,848 +5%
ProShare Advisors
24
ProShare Advisors
Maryland
$32.5M +$3.07M +44,550 +11%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$32.1M +$15.8M +229,062 +100%

SWX Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2021, worth a combined $3.61B — up 2.4% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SWX positions and 27 closed out — a net gain of 20 holders — while 112 added to existing stakes and 72 trimmed.

The largest buyer was Icahn Carl, adding an estimated $112M. The largest seller was Nomura Holdings, cutting an estimated $115M.

  • 279 institutional investors held Southwest Gas (SWX) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $3.61B of Southwest Gas stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 47 funds opened new Southwest Gas positions in Q4 2021 and 27 closed out, a net change of +20 holders.
  • The largest Southwest Gas buyer in Q4 2021 was Icahn Carl, an estimated $112M added.
  • The largest Southwest Gas seller in Q4 2021 was Nomura Holdings, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2021.