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Southwest Gas
SWX

277 hedge funds and large institutions have $3.01B invested in Southwest Gas in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $959K | Put options by funds: $606K

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

3% more funds holding

Funds holding: 269 → 277 (+8)

1.96% less ownership

Funds ownership: 87.37% → 85.41% (-2%)

9% less capital invested

Capital invested by funds: $3.33B → $3.01B (-$314M)

25% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 109

Holders
277
Holders Change
+8
Holders Change %
+2.97%
% of All Funds
5.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
82
Reduced
109
Closed
30
Calls
$959K
Puts
$606K
Net Calls
+$353K
Net Calls Change
-$894K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$111M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$24.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$8.28M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$6.76M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.64M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$57.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$26.1M
3
BlackRock
BlackRock
New York
-$19.2M
4
Macquarie Group
Macquarie Group
Australia
-$18.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
76
Matarin Capital Management
New York
$3.86M +$1.36M +20,325 +50%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$3.62M +$1.34M +20,000 +54%
Canada Life
78
Canada Life
Manitoba, Canada
$3.6M +$266K +3,977 +7%
MIM
79
MetLife Investment Management
New Jersey
$3.55M -$48.1K -719 -1%
TPSF
80
Texas Permanent School Fund
Texas
$3.29M +$580K +8,678 +20%
MOACM
81
Mutual of America Capital Management
New York
$3.29M +$69.5K +1,040 +2%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$3.27M – – –
CS
83
Credit Suisse
Switzerland
$3.26M -$250K -3,738 -7%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$3.21M -$84K -1,257 -2%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$3.2M -$461K -6,893 -12%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$2.88M -$73.1K -1,094 -2%
Barclays
87
Barclays
United Kingdom
$2.57M -$642K -9,603 -19%
MHI
88
Miller Howard Investments
New York
$2.45M +$2.59M +38,782 New
Comerica Bank
89
Comerica Bank
Texas
$2.45M +$30.8K +461 +1%
CAM
90
Congress Asset Management
Massachusetts
$2.41M -$437K -6,545 -15%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.3M +$14.9K +223 +0.6%
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$2.22M – – –
ZIG
93
Zurich Insurance Group
Switzerland
$2.18M – – –
Man Group
94
Man Group
United Kingdom
$2.02M +$2.14M +32,040 New
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$1.9M -$116K -1,737 -5%
MSA
96
Mason Street Advisors
Wisconsin
$1.89M -$18.5K -277 -0.9%
MSL
97
Mackay Shields LLC
New York
$1.87M +$1.98M +29,600 New
CSS
98
Cubist Systematic Strategies
Connecticut
$1.85M +$68.8K +1,030 +4%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.82M +$94.6K +1,416 +5%
KOCAA
100
Knights of Columbus Asset Advisors
Connecticut
$1.81M +$242K +3,618 +14%
2 3
4
5 6

SWX Hedge Fund Activity: Q3 2020 in Review

277 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2020, worth a combined $3.01B — down 9.4% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SWX positions and 30 closed out — a net gain of 10 holders — while 82 added to existing stakes and 109 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $111M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $57.9M sold.

  • 277 institutional investors held Southwest Gas (SWX) as of Q3 2020, up from 269 in Q2 2020.
  • Funds reported $3.01B of Southwest Gas stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 40 funds opened new Southwest Gas positions in Q3 2020 and 30 closed out, a net change of +10 holders.
  • The largest Southwest Gas buyer in Q3 2020 was Lazard Asset Management, an estimated $111M added.
  • The largest Southwest Gas seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2020.