We are live on ! Find out more
SWX icon

Southwest Gas
SWX

288 hedge funds and large institutions have $4.14B invested in Southwest Gas in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $1.68M

0.12% less ownership

Funds ownership: 88.72% → 88.59% (-0.12%)

2% less funds holding

Funds holding: 295 → 288 (-7)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

13% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 106

19% less capital invested

Capital invested by funds: $5.12B → $4.14B (-$980M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
288
Holders Change
-7
Holders Change %
-2.37%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
44
Increased
92
Reduced
106
Closed
50
Calls
$3.51M
Puts
$1.68M
Net Calls
+$1.83M
Net Calls Change
+$4.93M

Top Buyers

1
IC
Icahn Carl
Florida
+$122M
2
CIA
ClearBridge Investments (Australia)
Australia
+$102M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$36.7M
4
American Century Companies
American Century Companies
Missouri
+$24.9M
5
Invesco
Invesco
Georgia
+$22.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$242M
2
Cohen & Steers
Cohen & Steers
New York
-$64.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$45.9M
4
BC
Brookfield Corp
Ontario, Canada
-$45.1M
5
TAL
TIG Advisors LLC
New York
-$43.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$650M -$23.1M -284,433 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M +$9.28M +114,397 +2%
IC
3
Icahn Carl
Florida
$461M +$122M +1,508,509 +30%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$200M +$232M +2,865,459 New
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$150M +$36.7M +452,838 +27%
State Street
6
State Street
Massachusetts
$147M -$2.15M -26,522 -1%
Nomura Holdings
7
Nomura Holdings
Japan
$127M -$12.3M -151,413 -8%
AllianceBernstein
8
AllianceBernstein
Tennessee
$98.3M -$2.69M -33,128 -2%
CIA
9
ClearBridge Investments (Australia)
Australia
$87.6M +$102M +1,256,372 New
Principal Financial Group
10
Principal Financial Group
Iowa
$85.2M +$14.4M +177,264 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$84.8M -$1.84M -22,705 -2%
GF
12
Gabelli Funds
New York
$80.4M +$2.65M +32,650 +3%
ZP
13
Zimmer Partners
New York
$77.6M +$1.33M +16,410 +1%
BC
14
Brookfield Corp
Ontario, Canada
$71.8M -$45.1M -556,514 -35%
Macquarie Group
15
Macquarie Group
Australia
$68.3M -$472K -5,819 -0.6%
Northern Trust
16
Northern Trust
Illinois
$67.4M -$1.77M -21,791 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$63.9M +$5.52M +68,022 +8%
Franklin Resources
18
Franklin Resources
California
$49M +$18.8K +232 +0%
GI
19
GAMCO Investors
Connecticut
$48.9M +$1.45M +17,893 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$48.1M +$7.84M +96,674 +16%
American Century Companies
21
American Century Companies
Missouri
$42.3M +$24.9M +307,435 +103%
Norges Bank
22
Norges Bank
Norway
$42.1M -$6.29M -77,527 -11%
Goldman Sachs
23
Goldman Sachs
New York
$40.7M +$15.3M +189,065 +48%
Charles Schwab
24
Charles Schwab
California
$37.4M +$1.02M +12,544 +2%
CCM
25
Carronade Capital Management
Connecticut
$37.4M +$5.92M +73,000 +16%
1
2 3 4 5

SWX Hedge Fund Activity: Q3 2022 in Review

288 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2022, worth a combined $4.14B — down 19% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SWX and 44 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 92 added.

The largest buyer was Icahn Carl, adding an estimated $122M. The largest seller was T. Rowe Price Associates, cutting an estimated $242M.

  • 288 institutional investors held Southwest Gas (SWX) as of Q3 2022, down from 295 in Q2 2022.
  • Funds reported $4.14B of Southwest Gas stock for Q3 2022, down 19% quarter-over-quarter.
  • 44 funds opened new Southwest Gas positions in Q3 2022 and 50 closed out, a net change of -6 holders.
  • The largest Southwest Gas buyer in Q3 2022 was Icahn Carl, an estimated $122M added.
  • The largest Southwest Gas seller in Q3 2022 was T. Rowe Price Associates, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.