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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
JA
251
JOYN Advisors
Georgia
$12K -$237 -3 -2%
ATC
252
Adirondack Trust Company
New York
$12K – – –
GAM
253
Gemmer Asset Management
California
$12K – – –
TF
254
Tompkins Financial
New York
$11K – – –
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$11K +$2.29K +29 +27%
AIL
256
AGF Investments LLC
Ontario, Canada
$9K -$9.32K -118 -50%
FHA
257
Flagship Harbor Advisors
Massachusetts
$9K -$2.85K -36 -23%
KJWM
258
Kiley Juergens Wealth Management
Washington
$9K – – –
QCG
259
Quadrant Capital Group
Ohio
$9K – – –
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$9K – – –
CFGS
261
Concourse Financial Group Securities
Alabama
$9K +$9.09K +115 New
NSIM
262
North Star Investment Management
Illinois
$8K – – –
RWA
263
River Wealth Advisors
Pennsylvania
$8K – – –
TC
264
Trust Company
Kansas
$8K – – –
WT
265
Whittier Trust
California
$8K – – –
IF
266
Ironwood Financial
Arizona
$8K +$7.9K +100 New
ASN
267
Advisory Services Network
Georgia
$7K -$2.21K -28 -23%
SPIA
268
Steward Partners Investment Advisory
New York
$6K – – –
MWM
269
MinichMacGregor Wealth Management
New York
$5K – – –
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
$3K -$711 -9 -21%
ADL
271
Asset Dedication LLC
California
$3K – – –
FANJ
272
Financial Architects (New Jersey)
New Jersey
$3K – – –
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$3K +$3.08K +39 New
RCAG
274
Rehmann Capital Advisory Group
Michigan
$1.66K – – –
CAW
275
Cornerstone Advisors (Washington)
Washington
$1K – – –
9 10
11
12 13

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.