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Southwest Gas

280 hedge funds and large institutions have $3.47B invested in Southwest Gas in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

7% more capital invested

Capital invested by funds: $3.24B → $3.47B (+$229M)

1.1% more ownership

Funds ownership: 83.73%84.83% (+1.1%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

0% less funds holding

Funds holding: 281280 (-1)

61% less call options, than puts

Call options by funds: $321K | Put options by funds: $826K

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
6.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
103
Reduced
73
Closed
39
Calls
$321K
Puts
$826K
Net Calls
-$505K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$57.2K +$60K +748 New
NFG
227
Next Financial Group
Texas
$55K +$57.4K +715 New
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$54.7K -$341K -4,247 -86%
IA
229
IFP Advisors
Florida
$48K -$241 -3 -0.5%
PCG
230
Private Capital Group
Connecticut
$43K +$11.2K +139 +33%
MNBTD
231
Moody National Bank Trust Division
Texas
$40K +$5.62K +70 +15%
HNB
232
Huntington National Bank
Ohio
$38K -$1.2K -15 -3%
NCM
233
Nelson Capital Management
California
$38K
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$37K
MFW
235
Mosaic Family Wealth
Missouri
$31K
WAM
236
Wealthspire Advisors (Maryland)
Maryland
$29K -$43.7K -544 -59%
PCM
237
Penserra Capital Management
California
$28K -$19.2K -239 -39%
QT
238
Quantbot Technologies
New York
$26K -$221K -2,754 -89%
TWA
239
TCI Wealth Advisors
Arizona
$25K
Fuller & Thaler Asset Management
240
Fuller & Thaler Asset Management
California
$24K
FFW
241
Fusion Family Wealth
New York
$23K
Acadian Asset Management
242
Acadian Asset Management
Massachusetts
$19K
WCM
243
WealthBridge Capital Management
Ohio
$19K +$19.4K +242 New
PA
244
Parallel Advisors
California
$18K
AF
245
Allworth Financial
California
$15K
ARMC
246
American Research & Management Company
Massachusetts
$15K
JA
247
JOYN Advisors
Georgia
$14K +$3.05K +38 +25%
HCM
248
Hilton Capital Management
New York
$13K
GAM
249
Gemmer Asset Management
California
$12K
ASN
250
Advisory Services Network
Georgia
$12K +$5.7K +71 +77%

SWX Hedge Fund Activity: Q4 2018 in Review

280 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2018, worth a combined $3.47B — up 7.1% from $3.24B a quarter earlier.

Fund positioning in SWX was balanced in Q4 2018: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47.2M. The largest seller was Millennium Management, exiting entirely with an estimated $23.9M sold.

  • 280 institutional investors held Southwest Gas (SWX) as of Q4 2018, down from 281 in Q3 2018.
  • Funds reported $3.47B of Southwest Gas stock for Q4 2018, up 7.1% quarter-over-quarter.
  • 39 funds opened new Southwest Gas positions in Q4 2018 and 39 closed out, a net change of 0 holders.
  • The largest Southwest Gas buyer in Q4 2018 was Fidelity Investments, an estimated $47.2M added.
  • The largest Southwest Gas seller in Q4 2018 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2018.