undamentalytics Newsletter

Southwest Gas Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Southwest Gas Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 217 institutions that filed 13F reports for both quarters added to or opened positions in Southwest Gas Holdings, and 156 cut or closed them. Together they added a net 1.3M shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 493K shares (−2.1%); index fund managers were net buyers of 1.2M shares (+5.1%). 49 opened a new position and 39 sold out entirely.

Bought, Q2 2026 217 institutions, 49 of them new holders Sold, Q2 2026 156 institutions, 39 of them sold out
Net change, all compared +1.3M shares (+2.0%)
Net change, active managers −493K shares (−2.1%), 30 bought, 31 sold

Buyers versus sellers

institutions compared, 443
Active managers and hedge funds 30 bought · 31 sold · −493K
Index fund managers 9 bought · 2 sold · +1.2M
Other institutions 178 bought · 123 sold · +599K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +440K +37.8% 1.6M $142M
Blackrock, Inc. Index funds +434K +4.0% 11.2M $992M
FMR LLC Active manager +413K +8.0% 5.6M $494M
Geode Capital Management, LLC Index funds +379K +22.2% 2.1M $185M
Massachusetts Financial Services Co Active manager +372K +713.2% 425K $37.7M
Jacobs Levy Equity Management, Inc Active manager +313K +115.1% 585K $51.9M
Weiss Asset Management LP +259K +1074.5% 283K $25.1M
Kennedy Capital Management LLC Active manager +219K New position 219K $19.4M
Aventail Capital Group, LP +190K +328.0% 248K $22M
State Street Corp Index funds +186K +7.7% 2.6M $231M
Goldman Sachs Group Inc +174K +25.0% 870K $77.1M
Cohen & Steers, Inc. +158K +34.2% 621K $55.1M
Victory Capital Management Inc Active manager +131K +27.0% 615K $54.6M
Russell Investments Group, Ltd. +125K +112.7% 235K $20.9M
Algert Global LLC Hedge fund +124K +58.9% 335K $29.7M
Metlife Investment Management, LLC +123K +181.4% 191K $16.9M
Verition Fund Management LLC Hedge fund +121K New position 121K $10.7M
Qube Research & Technologies Ltd Hedge fund +120K New position 120K $10.6M
Vanguard Portfolio Management LLC Index funds +118K +3.1% 4.0M $352M
Public Employees Retirement Association Of Colorado +111K +1898.4% 116K $10.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Corvex Management LP Hedge fund −1.1M −25.7% 3.2M $285M
Zimmer Partners, LP Hedge fund −499K −82.2% 108K $9.6M
Balyasny Asset Management L.P. Hedge fund −383K −67.7% 183K $16.2M
Maverick Capital Ltd Hedge fund −237K −11.2% 1.9M $168M
Morgan Stanley −212K −31.7% 458K $40.6M
Citadel Advisors LLC Hedge fund −199K −45.7% 236K $21M
Point72 Asset Management, L.P. Hedge fund −181K −35.2% 333K $29.6M
Man Group PLC Hedge fund −177K −61.5% 111K $9.8M
Invesco Ltd. −166K −39.1% 259K $23M
Bw Gestao De Investimentos Ltda. −165K Sold out 0 —
UBS Group AG −124K −31.4% 270K $23.9M
Adage Capital Partners Gp, L.L.C. Hedge fund −120K −8.2% 1.4M $120M
Ensign Peak Advisors, Inc −92K −97.7% 2,132 $189,066
D. E. Shaw & Co., Inc. Hedge fund −89K −78.5% 24K $2.2M
HSBC Holdings PLC −88K −69.0% 39K $3.5M
Principal Financial Group Inc −86K −8.0% 986K $87.4M
First Trust Advisors LP −60K −12.2% 430K $38.1M
Edgestream Partners, L.P. Hedge fund −50K Sold out 0 —
Verbena Value LP −46K −27.7% 120K $10.7M
Brookfield Corp −46K −6.5% 654K $58M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Kennedy Capital Management LLCActive manager 219K $19.4M
Verition Fund Management LLCHedge fund 121K $10.7M
Qube Research & Technologies LtdHedge fund 120K $10.6M
Magellan Asset Management LtdActive manager 77K $6.8M
Sagefield Capital LP 56K $5M
HRT Financial LP 50K $4.4M
Btg Pactual Asset Management Us LLC 45K $4M
Capstone Investment Advisors, LLCHedge fund 34K $3M
Y-Intercept (Hong Kong) Ltd 30K $2.6M
Jupiter Asset Management LtdActive manager 29K $2.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Bw Gestao De Investimentos Ltda. 165K $14.4M
Edgestream Partners, L.P.Hedge fund 50K $4.4M
Campbell & Co Investment Adviser LLC 44K $3.8M
Wedge Capital Management L L PActive manager 40K $3.4M
Nexpoint Asset Management, L.P. 39K $3.4M
Icon Advisers Inc 30K $2.6M
Voloridge Investment Management, LLCHedge fund 25K $2.2M
Neo Ivy Capital Management 24K $2.1M
Jump Financial, LLC 23K $2M
Squarepoint Ops LLCHedge fund 12K $1.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
410
Ten largest holders
54.2%
of 13F-reported shares
Index fund managers
37.5%
of 13F-reported shares
Active managers and hedge funds
34.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 31 7 7 −493K −2.1%
Index fund managers 9 2 0 0 +1.2M +5.1%
Other institutions 178 123 42 32 +599K +3.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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