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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
GI
276
Gradient Investments
Minnesota
$1K – – –
OFW
277
Omnia Family Wealth
Florida
$1K – – –
MCM
278
Monument Capital Management
Virginia
$1K +$1.11K +14 New
BC
279
Brookfield Corp
Ontario, Canada
– -$24.8M -324,883 Closed
Renaissance Technologies
280
Renaissance Technologies
New York
– -$5.67M -74,300 Closed
Rafferty Asset Management
281
Rafferty Asset Management
New York
– -$3.4M -44,583 Closed
D.E. Shaw & Co
282
D.E. Shaw & Co
New York
– -$2.69M -35,254 Closed
GCP
283
GSA Capital Partners
United Kingdom
– -$2.4M -31,500 Closed
WI
284
WBI Investments
New Jersey
– -$2.21M -28,907 Closed
ARTA
285
A.R.T. Advisors
New York
– -$1.38M -18,100 Closed
JG
286
Jefferies Group
New York
– -$1.02M -13,421 Closed
BPM
287
Bowling Portfolio Management
Ohio
– -$794K -10,410 Closed
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
– -$631K -8,267 Closed
Massachusetts Financial Services
289
Massachusetts Financial Services
Massachusetts
– -$509K -6,672 Closed
IG
290
ING Group
Netherlands
– -$391K -5,124 Closed
VRS
291
Virginia Retirement Systems
Virginia
– -$328K -4,300 Closed
PP
292
Paloma Partners
Connecticut
– -$326K -4,272 Closed
SCM
293
Stevens Capital Management
Pennsylvania
– -$270K -3,540 Closed
VF
294
Virtu Financial
New York
– -$230K -3,019 Closed
MWNA
295
Marshall Wace North America
New York
– -$226K -2,968 Closed
Envestnet Asset Management
296
Envestnet Asset Management
Illinois
– -$173K -2,267 Closed
AA
297
Apriem Advisors
California
– -$102K -1,337 Closed
SLF
298
Sun Life Financial
Ontario, Canada
– -$74K -964 Closed
PIA
299
Piedmont Investment Advisors
North Carolina
– -$64K -839 Closed
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
– -$55K -720 Closed
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.