Southwest Gas
309 hedge funds and large institutions have $4.63B invested in Southwest Gas in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 124 increasing their positions, 101 reducing their positions, and 25 closing their positions.
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
23% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 101
4% more funds holding
Funds holding: 297 → 309 (+12)
0.32% more ownership
Funds ownership: 91.02% → 91.35% (+0.32%)
4% less capital invested
Capital invested by funds: $4.81B → $4.63B (-$174M)
8% less call options, than puts
Call options by funds: $735K | Put options by funds: $799K
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$60.8M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$35.3M |
| 3 |
JP Morgan Chase
New York
|
+$17.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$15.9M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$103M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$48.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$20.9M |
| 4 |
LIM
Longfellow Investment Management
Boston,
Massachusetts
|
-$12.6M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$6.57M |
SWX Hedge Fund Activity: Q4 2024 in Review
309 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2024, worth a combined $4.63B — down 3.6% from $4.81B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SWX positions and 25 closed out — a net gain of 16 holders — while 124 added to existing stakes and 101 trimmed.
The largest buyer was Zimmer Partners, adding an estimated $60.8M. The largest seller was Icahn Carl, cutting an estimated $103M.
- 309 institutional investors held Southwest Gas (SWX) as of Q4 2024, up from 297 in Q3 2024.
- Funds reported $4.63B of Southwest Gas stock for Q4 2024, down 3.6% quarter-over-quarter.
- 41 funds opened new Southwest Gas positions in Q4 2024 and 25 closed out, a net change of +16 holders.
- The largest Southwest Gas buyer in Q4 2024 was Zimmer Partners, an estimated $60.8M added.
- The largest Southwest Gas seller in Q4 2024 was Icahn Carl, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2024.