Southwest Gas
289 hedge funds and large institutions have $4.1B invested in Southwest Gas in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 99 reducing their positions, and 40 closing their positions.
102% more call options, than puts
Call options by funds: $654K | Put options by funds: $323K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more capital invested
Capital invested by funds: $3.68B → $4.1B (+$417M)
1% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 99
0.85% more ownership
Funds ownership: 84.77% → 85.61% (+0.85%)
4% less funds holding
Funds holding: 302 → 289 (-13)
25% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$62.7M |
| 2 |
BlackRock
New York
|
+$46.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$43.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$42.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$30M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$28.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$16.2M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$13.9M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$10.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
326
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$340 | -4 | -44% |
|
327
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$85 | +1 | +100% |
|
SWX Hedge Fund Activity: Q2 2019 in Review
289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2019, worth a combined $4.1B — up 11% from $3.68B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of SWX and 30 opened new positions — a net loss of 10 holders — while 99 trimmed existing stakes and 100 added.
The largest buyer was Nuveen, adding an estimated $62.7M. The largest seller was Cohen & Steers, cutting an estimated $30M.
- 289 institutional investors held Southwest Gas (SWX) as of Q2 2019, down from 302 in Q1 2019.
- Funds reported $4.1B of Southwest Gas stock for Q2 2019, up 11% quarter-over-quarter.
- 30 funds opened new Southwest Gas positions in Q2 2019 and 40 closed out, a net change of -10 holders.
- The largest Southwest Gas buyer in Q2 2019 was Nuveen, an estimated $62.7M added.
- The largest Southwest Gas seller in Q2 2019 was Cohen & Steers, an estimated $30M sold.
Based on aggregated 13F filings for Q2 2019.