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Southwest Gas
SWX

281 hedge funds and large institutions have $3.24B invested in Southwest Gas in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 278 → 281 (+3)

3% more capital invested

Capital invested by funds: $3.15B → $3.24B (+$95.3M)

3% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 95

1.63% less ownership

Funds ownership: 85.37% → 83.73% (-1.6%)

59% less call options, than puts

Call options by funds: $285K | Put options by funds: $703K

Holders
281
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
92
Reduced
95
Closed
28
Calls
$285K
Puts
$703K
Net Calls
-$418K
Net Calls Change
-$418K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$32.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$32.8M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$14.7M
4
BlackRock
BlackRock
New York
+$12.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$11.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$34M
2
BC
Brookfield Corp
Ontario, Canada
-$24.8M
3
Millennium Management
Millennium Management
New York
-$15.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.94M
5
Bank of America
Bank of America
North Carolina
-$8.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M +$350K +4,430 +21%
MSA
102
Mason Street Advisors
Wisconsin
$1.99M +$34.4K +435 +2%
ACI
103
AMP Capital Investors
Australia
$1.98M -$386K -4,883 -16%
SG Americas Securities
104
SG Americas Securities
New York
$1.92M +$1.03M +13,004 +116%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$1.78M -$13.8K -174 -0.8%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$1.76M +$48.2K +610 +3%
EAM
107
EULAV Asset Management
Florida
$1.75M -$853K -10,800 -33%
Allianz Asset Management
108
Allianz Asset Management
Germany
$1.75M +$1.75M +22,095 New
Citadel Advisors
109
Citadel Advisors
Florida
$1.72M -$1.48M -18,758 -46%
Jacobs Levy Equity Management
110
Jacobs Levy Equity Management
New Jersey
$1.64M +$157K +1,990 +11%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.58M -$205K -2,591 -11%
VDBMI
112
Van Den Berg Management I
Texas
$1.58M – – –
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.51M – – –
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.5M +$26K +329 +2%
SAM
115
Shell Asset Management
Netherlands
$1.49M -$926K -11,714 -38%
AIP
116
Ameritas Investment Partners
Nebraska
$1.47M +$22.6K +286 +2%
SOMRS
117
State of Michigan Retirement System
Michigan
$1.44M +$31.6K +400 +2%
Pacer Advisors
118
Pacer Advisors
Pennsylvania
$1.41M +$197K +2,489 +16%
USAA
119
United Services Automobile Association
Texas
$1.4M +$804K +10,180 +134%
UBS Group
120
UBS Group
Switzerland
$1.3M +$162K +2,048 +14%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$1.29M -$63.3K -801 -5%
ECM
122
ETrade Capital Management
Virginia
$1.13M -$218K -2,757 -16%
SO
123
STRS Ohio
Ohio
$1.11M – – –
CIMLRA
124
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.1M -$412K -5,209 -27%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$1.07M +$31.6K +400 +3%
3 4
5
6 7

SWX Hedge Fund Activity: Q3 2018 in Review

281 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2018, worth a combined $3.24B — up 3% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SWX positions and 28 closed out — a net gain of 4 holders — while 92 added to existing stakes and 95 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $32.9M. The largest seller was Cohen & Steers, cutting an estimated $34M.

  • 281 institutional investors held Southwest Gas (SWX) as of Q3 2018, up from 278 in Q2 2018.
  • Funds reported $3.24B of Southwest Gas stock for Q3 2018, up 3% quarter-over-quarter.
  • 32 funds opened new Southwest Gas positions in Q3 2018 and 28 closed out, a net change of +4 holders.
  • The largest Southwest Gas buyer in Q3 2018 was T. Rowe Price Associates, an estimated $32.9M added.
  • The largest Southwest Gas seller in Q3 2018 was Cohen & Steers, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2018.