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Southwest Gas
SWX

273 hedge funds and large institutions have $2.64B invested in Southwest Gas in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

1% more funds holding

Funds holding: 270 → 273 (+3)

0.09% less ownership

Funds ownership: 80.87% → 80.77% (-0.09%)

15% less capital invested

Capital invested by funds: $3.1B → $2.64B (-$459M)

Holders
273
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
6.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
94
Reduced
82
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$27M
2
Cohen & Steers
Cohen & Steers
New York
+$25.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.8M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$11.9M
5
LM
Luminus Management
Texas
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
-$51.3M
2
AL
AJO LP
Pennsylvania
-$20.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.5M
4
Bank of America
Bank of America
North Carolina
-$15.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$2.68M +$21.3K +300 +0.8%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$2.48M -$4.15M -58,369 -61%
PCA
78
Personal Capital Advisors
California
$2.45M +$1.1M +15,505 +75%
PAM
79
Panagora Asset Management
Massachusetts
$2.43M -$78.4K -1,103 -3%
EAM
80
EULAV Asset Management
Florida
$2.4M -$433K -6,100 -15%
UBS AM
81
UBS AM
Illinois
$2.36M +$453K +6,382 +22%
AG
82
Aperio Group
California
$2.35M -$728K -10,252 -23%
Jacobs Levy Equity Management
83
Jacobs Levy Equity Management
New Jersey
$2.32M -$2.9M -40,788 -54%
MAM
84
Magellan Asset Management
Australia
$2.3M +$224K +3,146 +10%
DIA
85
Dana Investment Advisors
Wisconsin
$2.27M -$78K -1,098 -3%
ASRS
86
Arizona State Retirement System
Arizona
$2.2M -$128K -1,800 -5%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M +$95.1K +1,338 +4%
SAM
88
Shell Asset Management
Netherlands
$2.18M – – –
TPSF
89
Texas Permanent School Fund
Texas
$2.16M -$27.2K -383 -1%
BPM
90
Bowling Portfolio Management
Ohio
$2.13M +$423K +5,949 +23%
VRS
91
Virginia Retirement Systems
Virginia
$2.12M +$114K +1,600 +5%
ACI
92
AMP Capital Investors
Australia
$2.06M +$552K +7,775 +34%
PCM
93
Piermont Capital Management
Missouri
$2.03M +$46.2K +650 +2%
Canada Life
94
Canada Life
Manitoba, Canada
$2M +$37.9K +533 +2%
CAM
95
Congress Asset Management
Massachusetts
$1.94M +$37.9K +534 +2%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$1.87M +$42.2K +594 +2%
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M +$51.5K +725 +3%
N
98
Nuveen
North Carolina
$1.81M +$368K +5,174 +24%
ZIG
99
Zurich Insurance Group
Switzerland
$1.76M – – –
Baird Financial Group
100
Baird Financial Group
Wisconsin
$1.7M +$1.78M +25,075 New
2 3
4
5 6

SWX Hedge Fund Activity: Q1 2018 in Review

273 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2018, worth a combined $2.64B — down 15% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 31 closed out — a net gain of 5 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $27M. The largest seller was Brookfield Corp, exiting entirely with an estimated $51.3M sold.

  • 273 institutional investors held Southwest Gas (SWX) as of Q1 2018, up from 270 in Q4 2017.
  • Funds reported $2.64B of Southwest Gas stock for Q1 2018, down 15% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q1 2018 and 31 closed out, a net change of +5 holders.
  • The largest Southwest Gas buyer in Q1 2018 was Millennium Management, an estimated $27M added.
  • The largest Southwest Gas seller in Q1 2018 was Brookfield Corp, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2018.