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Southwest Gas
SWX

299 hedge funds and large institutions have $3.57B invested in Southwest Gas in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 92

2.01% more ownership

Funds ownership: 83.98% → 85.98% (+2%)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

3% less funds holding

Funds holding: 308 → 299 (-9)

14% less capital invested

Capital invested by funds: $4.15B → $3.57B (-$583M)

72% less call options, than puts

Call options by funds: $296K | Put options by funds: $1.07M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
299
Holders Change
-9
Holders Change %
-2.92%
% of All Funds
5.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
109
Reduced
92
Closed
45
Calls
$296K
Puts
$1.07M
Net Calls
-$775K
Net Calls Change
-$1.14M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$76.4M
2
Franklin Resources
Franklin Resources
California
+$40.8M
3
Truist Financial
Truist Financial
North Carolina
+$26.3M
4
WHRC
W.H. Reaves & Co
New Jersey
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$10.3M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$30.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.3M
3
SBH
Segall Bryant & Hamill
Illinois
-$13.6M
4
Ameriprise
Ameriprise
Minnesota
-$12.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$4.94M -$484K -5,953 -8%
Barclays
77
Barclays
United Kingdom
$4.72M +$906K +11,145 +22%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$4.68M +$106K +1,299 +2%
MAP
79
Moody Aldrich Partners
Massachusetts
$4.63M -$4.27M -52,569 -46%
CIMLRA
80
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.45M +$2.08M +25,614 +78%
SEI Investments
81
SEI Investments
Pennsylvania
$4.3M +$281K +3,452 +6%
Two Sigma Investments
82
Two Sigma Investments
New York
$4.28M +$3.28M +40,308 +251%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$4.26M -$675K -8,300 -13%
MIM
84
MetLife Investment Management
New Jersey
$4.17M -$19.5K -240 -0.4%
CS
85
Credit Suisse
Switzerland
$4.14M +$69.8K +858 +2%
Canada Life
86
Canada Life
Manitoba, Canada
$3.83M +$4.13M +50,787 New
FNBOO
87
First National Bank of Omaha
Nebraska
$3.8M -$207K -2,544 -5%
MOACM
88
Mutual of America Capital Management
New York
$3.73M +$53.1K +653 +1%
Squarepoint
89
Squarepoint
New York
$3.55M +$2.84M +34,878 +296%
EGM
90
Engineers Gate Manager
New York
$3.44M +$654K +8,046 +22%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$3.43M -$1.42M -17,448 -28%
SO
92
STRS Ohio
Ohio
$3.36M -$130K -1,600 -3%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$3.3M +$1.42M +17,408 +67%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$3.27M -$32.5K -400 -0.9%
MAM
95
Magellan Asset Management
Australia
$3.17M – – –
Citigroup
96
Citigroup
New York
$2.97M +$2.89M +35,516 +991%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$2.94M -$1.78M -21,900 -36%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$2.91M +$1.49M +18,312 +92%
TPSF
99
Texas Permanent School Fund
Texas
$2.84M +$31.7K +390 +1%
LNB
100
Ledyard National Bank
$2.83M -$1.2M -14,750 -28%
2 3
4
5 6

SWX Hedge Fund Activity: Q4 2019 in Review

299 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2019, worth a combined $3.57B — down 14% from $4.15B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SWX and 44 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 109 added.

The largest buyer was Macquarie Group, adding an estimated $76.4M. The largest seller was AJO LP, exiting entirely with an estimated $30.3M sold.

  • 299 institutional investors held Southwest Gas (SWX) as of Q4 2019, down from 308 in Q3 2019.
  • Funds reported $3.57B of Southwest Gas stock for Q4 2019, down 14% quarter-over-quarter.
  • 44 funds opened new Southwest Gas positions in Q4 2019 and 45 closed out, a net change of -1 holder.
  • The largest Southwest Gas buyer in Q4 2019 was Macquarie Group, an estimated $76.4M added.
  • The largest Southwest Gas seller in Q4 2019 was AJO LP, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2019.