Southwest Gas
264 hedge funds and large institutions have $3.35B invested in Southwest Gas in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 95 increasing their positions, 98 reducing their positions, and 55 closing their positions.
47% more call options, than puts
Call options by funds: $939K | Put options by funds: $639K
1.46% more ownership
Funds ownership: 85.98% → 87.44% (+1.5%)
3% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 98
6% less capital invested
Capital invested by funds: $3.57B → $3.35B (-$214M)
12% less funds holding
Funds holding: 299 → 264 (-35)
55% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$99.3M |
| 2 |
Lazard Asset Management
New York
|
+$65.8M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$47.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$38.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$68.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$58M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$29M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$21.2M |
| 5 |
Millennium Management
New York
|
-$12.8M |
SWX Hedge Fund Activity: Q1 2020 in Review
264 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2020, worth a combined $3.35B — down 6% from $3.57B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SWX and 25 opened new positions — a net loss of 30 holders — while 98 trimmed existing stakes and 95 added.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $99.3M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $68.9M sold.
- 264 institutional investors held Southwest Gas (SWX) as of Q1 2020, down from 299 in Q4 2019.
- Funds reported $3.35B of Southwest Gas stock for Q1 2020, down 6% quarter-over-quarter.
- 25 funds opened new Southwest Gas positions in Q1 2020 and 55 closed out, a net change of -30 holders.
- The largest Southwest Gas buyer in Q1 2020 was Janus Henderson Group, an estimated $99.3M added.
- The largest Southwest Gas seller in Q1 2020 was Adage Capital Partners, an estimated $68.9M sold.
Based on aggregated 13F filings for Q1 2020.