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Southwest Gas
SWX

281 hedge funds and large institutions have $3.24B invested in Southwest Gas in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 278 → 281 (+3)

3% more capital invested

Capital invested by funds: $3.15B → $3.24B (+$95.3M)

3% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 95

1.63% less ownership

Funds ownership: 85.37% → 83.73% (-1.6%)

59% less call options, than puts

Call options by funds: $285K | Put options by funds: $703K

Holders
281
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
92
Reduced
95
Closed
28
Calls
$285K
Puts
$703K
Net Calls
-$418K
Net Calls Change
-$418K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$32.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$32.8M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$14.7M
4
BlackRock
BlackRock
New York
+$12.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$11.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$34M
2
BC
Brookfield Corp
Ontario, Canada
-$24.8M
3
Millennium Management
Millennium Management
New York
-$15.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.94M
5
Bank of America
Bank of America
North Carolina
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
226
Central Trust Company
Missouri
$62K -$1.58K -20 -2%
NIT
227
NumerixS Investment Technologies
British Columbia, Canada
$55K -$63.2K -800 -53%
IA
228
IFP Advisors
Florida
$50K -$1.5K -19 -3%
PCM
229
Penserra Capital Management
California
$48K +$48K +608 New
HNB
230
Huntington National Bank
Ohio
$41K -$3.24K -41 -7%
NCM
231
Nelson Capital Management
California
$40K – – –
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$39K +$7.51K +95 +24%
PI
233
PEAK6 Investments
Illinois
$39K +$39.2K +496 New
SWP
234
Stratos Wealth Partners
Ohio
$37K +$36.7K +465 New
MNBTD
235
Moody National Bank Trust Division
Texas
$36K +$36.3K +459 New
APP
236
Avantax Planning Partners
Iowa
$35K +$35.2K +446 New
MFW
237
Mosaic Family Wealth
Missouri
$34K – – –
PCG
238
Private Capital Group
Connecticut
$33K -$2.92K -37 -8%
TWA
239
TCI Wealth Advisors
Arizona
$26K -$8.3K -105 -25%
RFC
240
Regions Financial Corp
Alabama
$25K – – –
Fuller & Thaler Asset Management
241
Fuller & Thaler Asset Management
California
$24K – – –
FFW
242
Fusion Family Wealth
New York
$24K – – –
AIM
243
Assured Investment Management
New York
$23K +$23.5K +297 New
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$20K – – –
PA
245
Parallel Advisors
California
$19K – – –
AF
246
Allworth Financial
California
$16K – – –
AW
247
Alpha Windward
Massachusetts
$16K – – –
ARMC
248
American Research & Management Company
Massachusetts
$16K – – –
SFM
249
Signet Financial Management
New Jersey
$16K – – –
HCM
250
Hilton Capital Management
New York
$13K – – –
8 9
10
11 12

SWX Hedge Fund Activity: Q3 2018 in Review

281 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2018, worth a combined $3.24B — up 3% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SWX positions and 28 closed out — a net gain of 4 holders — while 92 added to existing stakes and 95 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $32.9M. The largest seller was Cohen & Steers, cutting an estimated $34M.

  • 281 institutional investors held Southwest Gas (SWX) as of Q3 2018, up from 278 in Q2 2018.
  • Funds reported $3.24B of Southwest Gas stock for Q3 2018, up 3% quarter-over-quarter.
  • 32 funds opened new Southwest Gas positions in Q3 2018 and 28 closed out, a net change of +4 holders.
  • The largest Southwest Gas buyer in Q3 2018 was T. Rowe Price Associates, an estimated $32.9M added.
  • The largest Southwest Gas seller in Q3 2018 was Cohen & Steers, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2018.