Southwest Gas
261 hedge funds and large institutions have $2.72B invested in Southwest Gas in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 79 reducing their positions, and 29 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 79
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
2% more funds holding
Funds holding: 256 → 261 (+5)
0.87% less ownership
Funds ownership: 78.93% → 78.06% (-0.87%)
13% less capital invested
Capital invested by funds: $3.11B → $2.72B (-$391M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$37.9M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$23.5M |
| 3 |
Renaissance Technologies
New York
|
+$22.9M |
| 4 |
Millennium Management
New York
|
+$21.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
-$82.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.3M |
| 3 |
BlackRock
New York
|
-$22.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$16.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.1M |
SWX Hedge Fund Activity: Q2 2017 in Review
261 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2017, worth a combined $2.72B — down 13% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SWX positions and 29 closed out — a net gain of 7 holders — while 108 added to existing stakes and 79 trimmed.
The largest buyer was Macquarie Group, adding an estimated $37.9M. The largest seller was Scopia Capital Management, exiting entirely with an estimated $82.7M sold.
- 261 institutional investors held Southwest Gas (SWX) as of Q2 2017, up from 256 in Q1 2017.
- Funds reported $2.72B of Southwest Gas stock for Q2 2017, down 13% quarter-over-quarter.
- 36 funds opened new Southwest Gas positions in Q2 2017 and 29 closed out, a net change of +7 holders.
- The largest Southwest Gas buyer in Q2 2017 was Macquarie Group, an estimated $37.9M added.
- The largest Southwest Gas seller in Q2 2017 was Scopia Capital Management, an estimated $82.7M sold.
Based on aggregated 13F filings for Q2 2017.