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Southwest Gas

297 hedge funds and large institutions have $4.81B invested in Southwest Gas in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $125K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

4% more funds holding

Funds holding: 285297 (+12)

3% more capital invested

Capital invested by funds: $4.68B → $4.81B (+$128M)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 111

1.82% less ownership

Funds ownership: 92.84%91.02% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
38
Increased
106
Reduced
111
Closed
25
Calls
$1.22M
Puts
$125K
Net Calls
+$1.09M
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$813M
BlackRock
2
BlackRock
New York
$700M +$42.9M +594,195 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$491M -$33.6M -465,353 -7%
CM
4
Corvex Management
New York
$352M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M -$103M -1,430,203 -31%
State Street
6
State Street
Massachusetts
$166M +$1.59M +22,013 +1%
MC
7
Maverick Capital
Texas
$130M +$19.9M +275,992 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$107M +$1.44M +19,922 +1%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$106M -$7.39M -102,276 -7%
CCM
10
Channing Capital Management
Illinois
$93.4M +$5.34M +73,942 +6%
RRAM
11
River Road Asset Management
Kentucky
$86.5M +$25.8K +357 +0%
Principal Financial Group
12
Principal Financial Group
Iowa
$84.6M -$477K -6,603 -0.6%
GF
13
Gabelli Funds
New York
$79.5M -$2.5M -34,578 -3%
Macquarie Group
14
Macquarie Group
Australia
$77.2M +$9.96M +137,894 +15%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$74M +$1.25M +17,310 +2%
Charles Schwab
16
Charles Schwab
California
$72.1M +$2.54M +35,106 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$63.7M -$13.7M -189,917 -18%
GI
18
GAMCO Investors
Connecticut
$62.9M -$1.09M -15,129 -2%
Northern Trust
19
Northern Trust
Illinois
$53.1M +$311K +4,307 +0.6%
First Trust Advisors
20
First Trust Advisors
Illinois
$50.2M +$1.37M +18,962 +3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$48.3M +$438K +6,059 +0.9%
Norges Bank
22
Norges Bank
Norway
$46.3M
American Century Companies
23
American Century Companies
Missouri
$45.1M -$20.8M -287,739 -32%
Morgan Stanley
24
Morgan Stanley
New York
$35.4M +$6.33M +87,632 +22%
ProShare Advisors
25
ProShare Advisors
Maryland
$33.2M -$5.08M -70,278 -14%

SWX Hedge Fund Activity: Q3 2024 in Review

297 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2024, worth a combined $4.81B — up 2.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 297 institutional investors held Southwest Gas (SWX) as of Q3 2024, up from 285 in Q2 2024.
  • Funds reported $4.81B of Southwest Gas stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q3 2024 and 25 closed out, a net change of +13 holders.
  • The largest Southwest Gas buyer in Q3 2024 was BlackRock, an estimated $42.9M added.
  • The largest Southwest Gas seller in Q3 2024 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.