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Southwest Gas
SWX

281 hedge funds and large institutions have $3.24B invested in Southwest Gas in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 278 → 281 (+3)

3% more capital invested

Capital invested by funds: $3.15B → $3.24B (+$95.3M)

3% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 95

1.63% less ownership

Funds ownership: 85.37% → 83.73% (-1.6%)

59% less call options, than puts

Call options by funds: $285K | Put options by funds: $703K

Holders
281
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
92
Reduced
95
Closed
28
Calls
$285K
Puts
$703K
Net Calls
-$418K
Net Calls Change
-$418K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$32.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$32.8M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$14.7M
4
BlackRock
BlackRock
New York
+$12.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$11.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$34M
2
BC
Brookfield Corp
Ontario, Canada
-$24.8M
3
Millennium Management
Millennium Management
New York
-$15.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.94M
5
Bank of America
Bank of America
North Carolina
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
76
Personal Capital Advisors
California
$3.87M +$372K +4,707 +11%
CS
77
Credit Suisse
Switzerland
$3.58M -$783K -9,908 -18%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$3.54M +$1.08M +13,702 +44%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$3.53M +$2.55M +32,274 +260%
MOACM
80
Mutual of America Capital Management
New York
$3.32M +$38.7K +490 +1%
MAM
81
Magellan Asset Management
Australia
$3.17M +$214K +2,705 +7%
UBS AM
82
UBS AM
Illinois
$3.13M +$153K +1,932 +5%
DCM
83
Driehaus Capital Management
Illinois
$3.02M -$841K -10,642 -22%
Barclays
84
Barclays
United Kingdom
$3.01M +$2.44M +30,828 +425%
ASRS
85
Arizona State Retirement System
Arizona
$2.76M +$104K +1,316 +4%
PCM
86
Piermont Capital Management
Missouri
$2.76M -$225K -2,850 -8%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.65M +$1.33M +16,800 +100%
Comerica Bank
88
Comerica Bank
Texas
$2.49M -$423K -5,348 -15%
DIA
89
Dana Investment Advisors
Wisconsin
$2.47M -$82.3K -1,041 -3%
TPSF
90
Texas Permanent School Fund
Texas
$2.44M -$23.3K -295 -0.9%
CAM
91
Congress Asset Management
Massachusetts
$2.44M +$226K +2,855 +10%
AG
92
Aperio Group
California
$2.4M -$218K -2,761 -8%
Canada Life
93
Canada Life
Manitoba, Canada
$2.37M +$29.6K +375 +1%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M +$68.2K +863 +3%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$2.23M +$14.1K +178 +0.6%
TIS
96
Tortoise Index Solutions
Kansas
$2.16M +$160K +2,031 +8%
EGM
97
Engineers Gate Manager
New York
$2.14M +$2.14M +27,058 New
JIR
98
James Investment Research
Ohio
$2.11M +$2.11M +26,670 New
N
99
Nuveen
North Carolina
$2.06M -$10.1K -128 -0.5%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$2.01M -$158K -2,001 -7%
2 3
4
5 6

SWX Hedge Fund Activity: Q3 2018 in Review

281 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2018, worth a combined $3.24B — up 3% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SWX positions and 28 closed out — a net gain of 4 holders — while 92 added to existing stakes and 95 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $32.9M. The largest seller was Cohen & Steers, cutting an estimated $34M.

  • 281 institutional investors held Southwest Gas (SWX) as of Q3 2018, up from 278 in Q2 2018.
  • Funds reported $3.24B of Southwest Gas stock for Q3 2018, up 3% quarter-over-quarter.
  • 32 funds opened new Southwest Gas positions in Q3 2018 and 28 closed out, a net change of +4 holders.
  • The largest Southwest Gas buyer in Q3 2018 was T. Rowe Price Associates, an estimated $32.9M added.
  • The largest Southwest Gas seller in Q3 2018 was Cohen & Steers, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2018.