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Southwest Gas

279 hedge funds and large institutions have $4.23B invested in Southwest Gas in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $3.3M | Put options by funds: $1.29M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $3.95B → $4.23B (+$281M)

1.97% more ownership

Funds ownership: 91.4%93.37% (+2%)

0% more funds holding

Funds holding: 278279 (+1)

23% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 109

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
43
Increased
84
Reduced
109
Closed
38
Calls
$3.3M
Puts
$1.29M
Net Calls
+$2.01M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$698M
BlackRock
2
BlackRock
New York
$589M +$623K +10,357 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$459M +$1.07M +17,802 +0.2%
CM
4
Corvex Management
New York
$302M +$80.4M +1,338,075 +39%
State Street
5
State Street
Massachusetts
$140M +$4.01M +66,746 +3%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$123M -$4.7M -78,246 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$89.2M +$37.6M +625,590 +80%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$86.2M -$35.2M -585,205 -30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$84.5M +$3.17M +52,693 +4%
GF
10
Gabelli Funds
New York
$77M -$970K -16,132 -1%
CCM
11
Channing Capital Management
Illinois
$75.5M -$7.54M -125,441 -10%
RRAM
12
River Road Asset Management
Kentucky
$74.9M +$429K +7,143 +0.6%
Principal Financial Group
13
Principal Financial Group
Iowa
$74.1M -$529K -8,800 -0.7%
MC
14
Maverick Capital
Texas
$71.1M +$67.4M +1,121,988 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$67.8M -$5.6M -93,159 -8%
American Century Companies
16
American Century Companies
Missouri
$67.4M +$5.29M +88,053 +9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$67.1M +$12.5M +207,798 +24%
Macquarie Group
18
Macquarie Group
Australia
$61.1M -$1.55M -25,739 -3%
Morgan Stanley
19
Morgan Stanley
New York
$58.2M -$2.68M -44,561 -5%
GI
20
GAMCO Investors
Connecticut
$54.4M +$378K +6,283 +0.7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$54.2M +$2.1M +34,995 +4%
Northern Trust
22
Northern Trust
Illinois
$50.3M -$2.18M -36,308 -4%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$43.9M -$10.2M -170,060 -20%
ProShare Advisors
24
ProShare Advisors
Maryland
$41.6M -$697K -11,589 -2%
Charles Schwab
25
Charles Schwab
California
$36.6M +$822K +13,668 +2%

SWX Hedge Fund Activity: Q4 2023 in Review

279 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2023, worth a combined $4.23B — up 7.1% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SWX positions and 38 closed out — a net gain of 5 holders — while 84 added to existing stakes and 109 trimmed.

The largest buyer was Corvex Management, adding an estimated $80.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $35.2M.

  • 279 institutional investors held Southwest Gas (SWX) as of Q4 2023, up from 278 in Q3 2023.
  • Funds reported $4.23B of Southwest Gas stock for Q4 2023, up 7.1% quarter-over-quarter.
  • 43 funds opened new Southwest Gas positions in Q4 2023 and 38 closed out, a net change of +5 holders.
  • The largest Southwest Gas buyer in Q4 2023 was Corvex Management, an estimated $80.4M added.
  • The largest Southwest Gas seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2023.