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Southwest Gas
SWX

270 hedge funds and large institutions have $3.1B invested in Southwest Gas in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

13% more funds holding

Funds holding: 240 → 270 (+30)

9% more capital invested

Capital invested by funds: $2.85B → $3.1B (+$246M)

3.76% more ownership

Funds ownership: 77.11% → 80.87% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
85
Reduced
84
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$71.3M
2
BC
Brookfield Corp
Ontario, Canada
+$51.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$36.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$31.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$22.3M
2
Millennium Management
Millennium Management
New York
-$12.6M
3
NFA
Nationwide Fund Advisors
Ohio
-$12M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
101
Federated Hermes
Pennsylvania
$1.96M -$79K -973 -4%
MSA
102
Mason Street Advisors
Wisconsin
$1.89M -$8.2K -101 -0.4%
Asset Management One
103
Asset Management One
Japan
$1.84M – – –
ACI
104
AMP Capital Investors
Australia
$1.83M +$1.01M +12,394 +120%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$1.82M +$64.9K +800 +4%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$1.81M +$67.4K +830 +4%
N
107
Nuveen
North Carolina
$1.74M -$3.02M -37,211 -63%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.72M -$2.16M -26,643 -55%
SO
109
STRS Ohio
Ohio
$1.69M – – –
PCA
110
Personal Capital Advisors
California
$1.67M +$1.69M +20,776 New
TIS
111
Tortoise Index Solutions
Kansas
$1.64M +$1.66M +20,432 New
Franklin Resources
112
Franklin Resources
California
$1.57M -$294K -3,626 -16%
UBS Group
113
UBS Group
Switzerland
$1.55M +$83.3K +1,026 +6%
TCM
114
Tributary Capital Management
Nebraska
$1.47M -$219K -2,700 -13%
AIP
115
Ameritas Investment Partners
Nebraska
$1.47M -$10.5K -129 -0.7%
ECM
116
ETrade Capital Management
Virginia
$1.47M +$37.7K +465 +3%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$1.43M +$15.7K +193 +1%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$1.39M -$1.48M -18,200 -51%
SOMRS
119
State of Michigan Retirement System
Michigan
$1.38M -$56.8K -700 -4%
Citigroup
120
Citigroup
New York
$1.32M +$987K +12,159 +287%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$1.32M -$502K -6,183 -27%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.31M +$998K +12,296 +313%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$1.16M – – –
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M – – –
VIA
125
Vident Investment Advisory
Georgia
$1.14M +$94.9K +1,169 +9%
3 4
5
6 7

SWX Hedge Fund Activity: Q4 2017 in Review

270 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2017, worth a combined $3.1B — up 8.6% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SWX positions and 24 closed out — a net gain of 31 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $71.3M. The largest seller was Renaissance Technologies, cutting an estimated $22.3M.

  • 270 institutional investors held Southwest Gas (SWX) as of Q4 2017, up from 240 in Q3 2017.
  • Funds reported $3.1B of Southwest Gas stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 55 funds opened new Southwest Gas positions in Q4 2017 and 24 closed out, a net change of +31 holders.
  • The largest Southwest Gas buyer in Q4 2017 was Cohen & Steers, an estimated $71.3M added.
  • The largest Southwest Gas seller in Q4 2017 was Renaissance Technologies, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2017.