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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
ATC
251
Adirondack Trust Company
New York
$11K
TF
252
Tompkins Financial
New York
$11K
LC
253
Lindbrook Capital
California
$10K +$11.1K +138 New
FHA
254
Flagship Harbor Advisors
Massachusetts
$9K
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$9K
IF
256
Ironwood Financial
Arizona
$8K
NSIM
257
North Star Investment Management
Illinois
$8K
QCG
258
Quadrant Capital Group
Ohio
$8K
RWA
259
River Wealth Advisors
Pennsylvania
$8K
TC
260
Trust Company
Kansas
$8K
WT
261
Whittier Trust
California
$8K
ER
262
Enlightenment Research
Florida
$8K +$8.03K +100 New
PRC
263
Pearl River Capital
Michigan
$8K +$8.03K +100 New
PB
264
Pinnacle Bancorp
Nebraska
$8K +$8.03K +100 New
CFGS
265
Concourse Financial Group Securities
Alabama
$6K -$2.33K -29 -25%
FCA
266
FinTrust Capital Advisors
South Carolina
$5K +$5.54K +69 New
PFO
267
Pathstone Family Office
New Jersey
$4K +$3.69K +46 New
Twin Tree Management
268
Twin Tree Management
Texas
$4K +$3.69K +46 New
ADL
269
Asset Dedication LLC
California
$3K
FANJ
270
Financial Architects (New Jersey)
New Jersey
$3K
RCAG
271
Rehmann Capital Advisory Group
Michigan
$1.61K
CAW
272
Cornerstone Advisors (Washington)
Washington
$1K
OFW
273
Omnia Family Wealth
Florida
$1K
FGC
274
Financial Gravity Companies
Texas
$1K +$642 +8 New
MOS
275
MGO One Seven
Ohio
$1K +$2.01K +25 New

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.