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Southwest Gas
SWX

277 hedge funds and large institutions have $3.01B invested in Southwest Gas in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $959K | Put options by funds: $606K

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

3% more funds holding

Funds holding: 269 → 277 (+8)

1.96% less ownership

Funds ownership: 87.37% → 85.41% (-2%)

9% less capital invested

Capital invested by funds: $3.33B → $3.01B (-$314M)

25% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 109

Holders
277
Holders Change
+8
Holders Change %
+2.97%
% of All Funds
5.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
82
Reduced
109
Closed
30
Calls
$959K
Puts
$606K
Net Calls
+$353K
Net Calls Change
-$894K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$111M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$24.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$8.28M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$6.76M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.64M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$57.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$26.1M
3
BlackRock
BlackRock
New York
-$19.2M
4
Macquarie Group
Macquarie Group
Australia
-$18.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
251
Tompkins Financial
New York
$9K – – –
LC
252
Lindbrook Capital
California
$9K +$2.87K +43 +41%
ASN
253
Advisory Services Network
Georgia
$9K +$9.36K +140 New
AAMU
254
Amundi Asset Management US
Massachusetts
$8K – – –
NSIM
255
North Star Investment Management
Illinois
$6K – – –
PB
256
Pinnacle Bancorp
Nebraska
$6K – – –
TC
257
Trust Company
Kansas
$6K – – –
FHC
258
First Horizon Corporation
Tennessee
$6K +$6.55K +98 New
FHA
259
Flagship Harbor Advisors
Massachusetts
$4K – – –
SPIA
260
Steward Partners Investment Advisory
New York
$4K – – –
TF
261
TimeScale Financial
Massachusetts
$4K +$67 +1 +2%
ST
262
Smithfield Trust
Pennsylvania
$4K +$4.01K +60 New
JWM
263
Janiczek Wealth Management
Colorado
$4K +$4.68K +70 New
CTC
264
Central Trust Company
Missouri
$3K -$1.47K -22 -31%
ADL
265
Asset Dedication LLC
California
$2K – – –
Toronto Dominion Bank
266
Toronto Dominion Bank
Ontario, Canada
$2K – – –
CAM
267
ClariVest Asset Management
California
$1K -$507K -7,591 -100%
CAW
268
Cornerstone Advisors (Washington)
Washington
$1K – – –
EFSCE
269
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
WT
270
Washington Trust
Rhode Island
$1K +$267 +4 +27%
ACM
271
AUA Capital Management
Pennsylvania
$1K +$1.54K +23 New
TPCW
272
TD Private Client Wealth
New York
$947 +$1K +15 New
FCA
273
FinTrust Capital Advisors
South Carolina
$10 +$8.36K +125 +391%
VNIM
274
Vaughan Nelson Investment Management
Texas
– -$57.9M -838,248 Closed
Millennium Management
275
Millennium Management
New York
– -$6.42M -93,036 Closed
9 10
11
12 13

SWX Hedge Fund Activity: Q3 2020 in Review

277 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2020, worth a combined $3.01B — down 9.4% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SWX positions and 30 closed out — a net gain of 10 holders — while 82 added to existing stakes and 109 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $111M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $57.9M sold.

  • 277 institutional investors held Southwest Gas (SWX) as of Q3 2020, up from 269 in Q2 2020.
  • Funds reported $3.01B of Southwest Gas stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 40 funds opened new Southwest Gas positions in Q3 2020 and 30 closed out, a net change of +10 holders.
  • The largest Southwest Gas buyer in Q3 2020 was Lazard Asset Management, an estimated $111M added.
  • The largest Southwest Gas seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2020.