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Southwest Gas
SWX

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
6.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
108
Reduced
79
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$37.9M
2
AL
AJO LP
Pennsylvania
+$23.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$22.9M
4
Millennium Management
Millennium Management
New York
+$21.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.81M

Top Sellers

Rank Fund Capital Flow
1
SCM
Scopia Capital Management
New York
-$82.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$43.3M
3
BlackRock
BlackRock
New York
-$22.4M
4
Charles Schwab
Charles Schwab
California
-$16.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$3.01M +$22.6K +282 +0.8%
MWNA
77
Marshall Wace North America
New York
$2.98M +$3.26M +40,812 New
CS
78
Credit Suisse
Switzerland
$2.93M -$5.15M -64,418 -62%
ARTA
79
A.R.T. Advisors
New York
$2.84M +$2.02M +25,300 +186%
MOACM
80
Mutual of America Capital Management
New York
$2.8M +$105K +1,309 +4%
Bessemer Group
81
Bessemer Group
New Jersey
$2.61M +$40K +500 +1%
DIA
82
Dana Investment Advisors
Wisconsin
$2.57M +$78.2K +978 +3%
TPSF
83
Texas Permanent School Fund
Texas
$2.54M +$23.9K +299 +0.9%
MAM
84
Magellan Asset Management
Australia
$2.34M +$174K +2,174 +7%
VIA
85
Vident Investment Advisory
Georgia
$2.25M +$88.9K +1,112 +4%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$2.19M – – –
SEI Investments
87
SEI Investments
Pennsylvania
$2.18M +$1.21M +15,133 +103%
MC
88
Menta Capital
California
$2.14M +$148K +1,850 +7%
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$2.14M +$2.34M +29,300 New
First Trust Advisors
90
First Trust Advisors
Illinois
$2.13M -$132K -1,654 -5%
CCM
91
Century Capital Management
Massachusetts
$2.13M +$1.04M +12,944 +80%
Canada Life
92
Canada Life
Manitoba, Canada
$2.09M +$48.9K +612 +2%
HI
93
HBK Investments
Texas
$2.05M +$2.24M +28,000 New
UBS AM
94
UBS AM
Illinois
$1.92M -$223K -2,793 -10%
ZIG
95
Zurich Insurance Group
Switzerland
$1.91M – – –
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M -$110K -1,377 -5%
PP
97
Paloma Partners
Connecticut
$1.74M +$984K +12,303 +107%
HCM
98
Highbridge Capital Management
New York
$1.74M +$559K +6,990 +42%
MSA
99
Mason Street Advisors
Wisconsin
$1.7M +$61.7K +771 +3%
DWA
100
Dorsey Wright & Associates
California
$1.69M +$1.85M +23,185 New
2 3
4
5 6

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.