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Southwest Gas
SWX

299 hedge funds and large institutions have $3.57B invested in Southwest Gas in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 92

2.01% more ownership

Funds ownership: 83.98% → 85.98% (+2%)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

3% less funds holding

Funds holding: 308 → 299 (-9)

14% less capital invested

Capital invested by funds: $4.15B → $3.57B (-$583M)

72% less call options, than puts

Call options by funds: $296K | Put options by funds: $1.07M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
299
Holders Change
-9
Holders Change %
-2.92%
% of All Funds
5.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
109
Reduced
92
Closed
45
Calls
$296K
Puts
$1.07M
Net Calls
-$775K
Net Calls Change
-$1.14M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$76.4M
2
Franklin Resources
Franklin Resources
California
+$40.8M
3
Truist Financial
Truist Financial
North Carolina
+$26.3M
4
WHRC
W.H. Reaves & Co
New Jersey
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$10.3M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$30.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.3M
3
SBH
Segall Bryant & Hamill
Illinois
-$13.6M
4
Ameriprise
Ameriprise
Minnesota
-$12.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
326
M&T Bank
New York
– -$222K -2,429 Closed
MFG
327
Magnus Financial Group
New York
– -$218K -2,397 Closed
OSIA
328
O'Shares Investment Advisers
Massachusetts
– -$203K -2,229 Closed
LNC
329
Lincoln National Corp
Pennsylvania
– -$202K -2,225 Closed
RG
330
Rikoon Group
New Mexico
– -$200K -2,200 Closed
YMRC
331
Yorktown Management & Research Company
Virginia
– -$200K -2,200 Closed
PHK
332
Point72 Hong Kong
Hong Kong
– -$128K -1,404 Closed
PRC
333
Pearl River Capital
Michigan
– -$98K -1,073 Closed
SLF
334
Sun Life Financial
Ontario, Canada
– -$55K -603 Closed
Cohen & Steers
335
Cohen & Steers
New York
– -$46K -504 Closed
NCM
336
Nelson Capital Management
California
– -$46K -500 Closed
Point72 Asset Management
337
Point72 Asset Management
Connecticut
– -$36K -400 Closed
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
– -$19K -211 Closed
Twin Tree Management
339
Twin Tree Management
Texas
– -$6K -67 Closed
BWA
340
BDO Wealth Advisors
Florida
– -$5K -50 Closed
BFEC
341
Benjamin F. Edwards & Company
Missouri
– -$2K -22 Closed
Lazard Asset Management
342
Lazard Asset Management
New York
– -$1K -17 Closed
10 11 12 13
14

SWX Hedge Fund Activity: Q4 2019 in Review

299 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2019, worth a combined $3.57B — down 14% from $4.15B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SWX and 44 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 109 added.

The largest buyer was Macquarie Group, adding an estimated $76.4M. The largest seller was AJO LP, exiting entirely with an estimated $30.3M sold.

  • 299 institutional investors held Southwest Gas (SWX) as of Q4 2019, down from 308 in Q3 2019.
  • Funds reported $3.57B of Southwest Gas stock for Q4 2019, down 14% quarter-over-quarter.
  • 44 funds opened new Southwest Gas positions in Q4 2019 and 45 closed out, a net change of -1 holder.
  • The largest Southwest Gas buyer in Q4 2019 was Macquarie Group, an estimated $76.4M added.
  • The largest Southwest Gas seller in Q4 2019 was AJO LP, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2019.