Southwest Gas
285 hedge funds and large institutions have $4.68B invested in Southwest Gas in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 36 closing their positions.
566% more call options, than puts
Call options by funds: $985K | Put options by funds: $148K
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
4% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 98
0.1% less ownership
Funds ownership: 92.94% → 92.84% (-0.1%)
0% less funds holding
Funds holding: 286 → 285 (-1)
8% less capital invested
Capital invested by funds: $5.06B → $4.68B (-$382M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$11.2M |
| 3 |
Jane Street
New York
|
+$9.21M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$8.42M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carronade Capital Management
Darien,
Connecticut
|
-$38M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$25.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$15M |
| 5 |
Goldman Sachs
New York
|
-$14.2M |
SWX Hedge Fund Activity: Q2 2024 in Review
285 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2024, worth a combined $4.68B — down 7.6% from $5.06B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SWX positions and 36 closed out — a net gain of 3 holders — while 102 added to existing stakes and 98 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $119M. The largest seller was Carronade Capital Management, exiting entirely with an estimated $38M sold.
- 285 institutional investors held Southwest Gas (SWX) as of Q2 2024, down from 286 in Q1 2024.
- Funds reported $4.68B of Southwest Gas stock for Q2 2024, down 7.6% quarter-over-quarter.
- 39 funds opened new Southwest Gas positions in Q2 2024 and 36 closed out, a net change of +3 holders.
- The largest Southwest Gas buyer in Q2 2024 was Fidelity Investments, an estimated $119M added.
- The largest Southwest Gas seller in Q2 2024 was Carronade Capital Management, an estimated $38M sold.
Based on aggregated 13F filings for Q2 2024.