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Southwest Gas
SWX

270 hedge funds and large institutions have $3.1B invested in Southwest Gas in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

13% more funds holding

Funds holding: 240 → 270 (+30)

9% more capital invested

Capital invested by funds: $2.85B → $3.1B (+$246M)

3.76% more ownership

Funds ownership: 77.11% → 80.87% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
85
Reduced
84
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$71.3M
2
BC
Brookfield Corp
Ontario, Canada
+$51.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$36.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$31.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$22.3M
2
Millennium Management
Millennium Management
New York
-$12.6M
3
NFA
Nationwide Fund Advisors
Ohio
-$12M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
226
Nelson Capital Management
California
$40K +$40.6K +500 New
KF
227
Krilogy Financial
Missouri
$32K – – –
MFW
228
Mosaic Family Wealth
Missouri
$32K – – –
RFC
229
Regions Financial Corp
Alabama
$26K +$26.1K +322 New
TWA
230
TCI Wealth Advisors
Arizona
$25K -$568 -7 -2%
BTIS
231
BB&T Investment Services
North Carolina
$25K – – –
Fuller & Thaler Asset Management
232
Fuller & Thaler Asset Management
California
$25K – – –
SFSIG
233
San Francisco Sentry Investment Group
California
$24K – – –
FFW
234
Fusion Family Wealth
New York
$24K +$24.4K +300 New
AIM
235
Advantage Investment Management
Iowa
$22K +$1.87K +23 +9%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$20K – – –
CTC
237
Central Trust Company
Missouri
$19K – – –
AF
238
Allworth Financial
California
$16K – – –
GAM
239
Gemmer Asset Management
California
$14K – – –
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$14K +$893 +11 +7%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
WA
242
Winfield Associates
Ohio
$13K – – –
ATC
243
Adirondack Trust Company
New York
$12K – – –
TF
244
Tompkins Financial
New York
$11K +$11.3K +139 New
KJWM
245
Kiley Juergens Wealth Management
Washington
$10K +$10.1K +125 New
Loomis, Sayles & Company
246
Loomis, Sayles & Company
Massachusetts
$9K -$29.1K -358 -77%
AIL
247
AGF Investments LLC
Ontario, Canada
$8K -$974 -12 -10%
NSIM
248
North Star Investment Management
Illinois
$8K – – –
TC
249
Trust Company
Kansas
$8K – – –
WT
250
Whittier Trust
California
$8K – – –
8 9
10
11 12

SWX Hedge Fund Activity: Q4 2017 in Review

270 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2017, worth a combined $3.1B — up 8.6% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SWX positions and 24 closed out — a net gain of 31 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $71.3M. The largest seller was Renaissance Technologies, cutting an estimated $22.3M.

  • 270 institutional investors held Southwest Gas (SWX) as of Q4 2017, up from 240 in Q3 2017.
  • Funds reported $3.1B of Southwest Gas stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 55 funds opened new Southwest Gas positions in Q4 2017 and 24 closed out, a net change of +31 holders.
  • The largest Southwest Gas buyer in Q4 2017 was Cohen & Steers, an estimated $71.3M added.
  • The largest Southwest Gas seller in Q4 2017 was Renaissance Technologies, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2017.