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Southwest Gas
SWX

302 hedge funds and large institutions have $3.68B invested in Southwest Gas in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 91

8% more funds holding

Funds holding: 280 → 302 (+22)

6% more capital invested

Capital invested by funds: $3.47B → $3.68B (+$205M)

0.07% less ownership

Funds ownership: 84.83% → 84.77% (-0.07%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
6.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
49
Increased
103
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$29.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$26.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$17M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$16.6M
5
BlackRock
BlackRock
New York
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$51.2M
2
BL
BCWM LLC
Kansas
-$38.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$24M
4
Invesco
Invesco
Georgia
-$20.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIS
76
Tortoise Index Solutions
Kansas
$4.84M +$27.5K +344 +0.6%
PCA
77
Personal Capital Advisors
California
$4.84M +$463K +5,786 +11%
MIM
78
MetLife Investment Management
New Jersey
$4.54M +$93.1K +1,164 +2%
UBS AM
79
UBS AM
Illinois
$4.51M +$1.02M +12,729 +30%
CS
80
Credit Suisse
Switzerland
$4.49M +$790K +9,877 +22%
Canada Life
81
Canada Life
Manitoba, Canada
$4.26M -$39.8K -498 -1%
USAA
82
United Services Automobile Association
Texas
$4.17M +$456K +5,700 +13%
SHA
83
Shelter Harbor Advisors
Connecticut
$4.11M +$4M +50,000 New
FNBOO
84
First National Bank of Omaha
Nebraska
$3.87M -$56.8K -710 -1%
MOACM
85
Mutual of America Capital Management
New York
$3.84M +$42.9K +537 +1%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.81M +$578K +7,225 +18%
Millennium Management
87
Millennium Management
New York
$3.81M +$3.7M +46,278 New
LNB
88
Ledyard National Bank
$3.77M +$3.67M +45,895 New
MAP
89
Moody Aldrich Partners
Massachusetts
$3.6M +$2.03M +25,423 +138%
CS
90
Candriam SCA
Luxembourg
$3.52M -$2.98M -37,321 -47%
Two Sigma Investments
91
Two Sigma Investments
New York
$3.38M +$3.28M +41,025 New
ASRS
92
Arizona State Retirement System
Arizona
$3.13M +$6.08K +76 +0.2%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$3.11M -$250K -3,130 -8%
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$3.02M +$1.28M +15,970 +77%
TPSF
95
Texas Permanent School Fund
Texas
$2.96M +$109K +1,358 +4%
UBS Group
96
UBS Group
Switzerland
$2.96M +$182K +2,277 +7%
AG
97
Aperio Group
California
$2.93M +$217K +2,715 +8%
CAM
98
ClariVest Asset Management
California
$2.81M +$552K +6,900 +25%
Comerica Bank
99
Comerica Bank
Texas
$2.81M -$27.2K -340 -1%
CAM
100
Congress Asset Management
Massachusetts
$2.6M -$42K -525 -2%
2 3
4
5 6

SWX Hedge Fund Activity: Q1 2019 in Review

302 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2019, worth a combined $3.68B — up 5.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SWX positions and 25 closed out — a net gain of 24 holders — while 103 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.5M. The largest seller was Cohen & Steers, cutting an estimated $51.2M.

  • 302 institutional investors held Southwest Gas (SWX) as of Q1 2019, up from 280 in Q4 2018.
  • Funds reported $3.68B of Southwest Gas stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 49 funds opened new Southwest Gas positions in Q1 2019 and 25 closed out, a net change of +24 holders.
  • The largest Southwest Gas buyer in Q1 2019 was T. Rowe Price Associates, an estimated $29.5M added.
  • The largest Southwest Gas seller in Q1 2019 was Cohen & Steers, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2019.