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Southwest Gas
SWX

280 hedge funds and large institutions have $3.47B invested in Southwest Gas in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

7% more capital invested

Capital invested by funds: $3.24B → $3.47B (+$229M)

1.1% more ownership

Funds ownership: 83.73% → 84.83% (+1.1%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

0% less funds holding

Funds holding: 281 → 280 (-1)

61% less call options, than puts

Call options by funds: $321K | Put options by funds: $826K

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
6.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
103
Reduced
73
Closed
39
Calls
$321K
Puts
$826K
Net Calls
-$505K
Net Calls Change
-$87K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$40.8M
3
BlackRock
BlackRock
New York
+$30.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$28M
5
MAM
Magellan Asset Management
Australia
+$26.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$23.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$17.8M
3
AL
AJO LP
Pennsylvania
-$6.89M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.61M
5
BA
Boston Advisors
Massachusetts
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$4.97M -$388K -4,836 -7%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$4.69M +$209K +2,600 +4%
TIS
78
Tortoise Index Solutions
Kansas
$4.47M +$2.5M +31,113 +114%
MIM
79
MetLife Investment Management
New Jersey
$4.13M +$179K +2,231 +4%
PCA
80
Personal Capital Advisors
California
$4.06M +$321K +3,995 +8%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$3.8M +$2.68M +33,414 +205%
Canada Life
82
Canada Life
Manitoba, Canada
$3.77M +$1.8M +22,420 +75%
FNBOO
83
First National Bank of Omaha
Nebraska
$3.65M -$792K -9,870 -17%
MOACM
84
Mutual of America Capital Management
New York
$3.53M +$335K +4,170 +10%
USAA
85
United Services Automobile Association
Texas
$3.44M +$2.19M +27,250 +153%
CS
86
Credit Suisse
Switzerland
$3.42M -$46.5K -579 -1%
UBS AM
87
UBS AM
Illinois
$3.22M +$199K +2,479 +6%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$3.13M -$309K -3,845 -9%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M +$786K +9,793 +33%
ASRS
90
Arizona State Retirement System
Arizona
$2.91M +$253K +3,151 +9%
PCM
91
Piermont Capital Management
Missouri
$2.79M +$134K +1,670 +5%
TPSF
92
Texas Permanent School Fund
Texas
$2.65M +$302K +3,767 +12%
Comerica Bank
93
Comerica Bank
Texas
$2.63M +$249K +3,104 +10%
UBS Group
94
UBS Group
Switzerland
$2.57M +$1.38M +17,138 +104%
Renaissance Technologies
95
Renaissance Technologies
New York
$2.52M +$2.64M +32,916 New
AG
96
Aperio Group
California
$2.52M +$204K +2,536 +8%
CAM
97
Congress Asset Management
Massachusetts
$2.46M +$109K +1,355 +4%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$2.35M +$2.47M +30,731 New
DIA
99
Dana Investment Advisors
Wisconsin
$2.32M -$69.4K -865 -3%
Man Group
100
Man Group
United Kingdom
$2.27M +$2.38M +29,709 New
2 3
4
5 6

SWX Hedge Fund Activity: Q4 2018 in Review

280 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2018, worth a combined $3.47B — up 7.1% from $3.24B a quarter earlier.

Fund positioning in SWX was balanced in Q4 2018: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47.2M. The largest seller was Millennium Management, exiting entirely with an estimated $23.9M sold.

  • 280 institutional investors held Southwest Gas (SWX) as of Q4 2018, down from 281 in Q3 2018.
  • Funds reported $3.47B of Southwest Gas stock for Q4 2018, up 7.1% quarter-over-quarter.
  • 39 funds opened new Southwest Gas positions in Q4 2018 and 39 closed out, a net change of 0 holders.
  • The largest Southwest Gas buyer in Q4 2018 was Fidelity Investments, an estimated $47.2M added.
  • The largest Southwest Gas seller in Q4 2018 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2018.