Southwest Gas
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.
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)
Top Buyers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$76.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$40.8M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$26.3M |
| 4 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
+$21.6M |
| 5 |
Morgan Stanley
New York
|
+$10.3M |
Top Sellers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$30.3M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$21.3M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$13.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.2M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.6M |
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.