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Southwest Gas
SWX

280 hedge funds and large institutions have $3.47B invested in Southwest Gas in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

7% more capital invested

Capital invested by funds: $3.24B → $3.47B (+$229M)

1.1% more ownership

Funds ownership: 83.73% → 84.83% (+1.1%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

0% less funds holding

Funds holding: 281 → 280 (-1)

61% less call options, than puts

Call options by funds: $321K | Put options by funds: $826K

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
6.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
103
Reduced
73
Closed
39
Calls
$321K
Puts
$826K
Net Calls
-$505K
Net Calls Change
-$87K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$40.8M
3
BlackRock
BlackRock
New York
+$30.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$28M
5
MAM
Magellan Asset Management
Australia
+$26.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$23.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$17.8M
3
AL
AJO LP
Pennsylvania
-$6.89M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.61M
5
BA
Boston Advisors
Massachusetts
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$2.24M +$84K +1,046 +4%
ACI
102
AMP Capital Investors
Australia
$2.18M +$269K +3,350 +13%
MSA
103
Mason Street Advisors
Wisconsin
$2.12M +$203K +2,525 +10%
CAM
104
ClariVest Asset Management
California
$2.09M +$2.19M +27,300 New
N
105
Nuveen
North Carolina
$2.09M +$101K +1,262 +5%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$2.04M +$102K +1,275 +5%
SSA
107
Schonfeld Strategic Advisors
New York
$1.95M +$2.04M +25,446 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M – – –
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$1.79M +$89.9K +1,120 +5%
BA
110
Boston Advisors
Massachusetts
$1.6M -$4.26M -53,080 -72%
Jacobs Levy Equity Management
111
Jacobs Levy Equity Management
New Jersey
$1.59M – – –
Jane Street
112
Jane Street
New York
$1.58M +$1.66M +20,631 New
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.51M +$52.8K +658 +3%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.5M +$42.1K +524 +3%
AIP
115
Ameritas Investment Partners
Nebraska
$1.49M +$74.3K +925 +5%
SOMRS
116
State of Michigan Retirement System
Michigan
$1.45M +$56.2K +700 +4%
MAP
117
Moody Aldrich Partners
Massachusetts
$1.41M +$1.47M +18,370 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.38M -$163K -2,033 -10%
SAM
119
Shell Asset Management
Netherlands
$1.34M -$112K -1,400 -7%
EAM
120
EULAV Asset Management
Florida
$1.32M -$393K -4,900 -22%
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
$1.24M +$1.3M +16,200 New
AAM
122
Arabesque Asset Management
United Kingdom
$1.1M +$1.15M +14,364 New
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.08M +$48.2K +600 +4%
SO
124
STRS Ohio
Ohio
$1.08M – – –
US Bancorp
125
US Bancorp
Minnesota
$1.08M +$50.6K +630 +5%
3 4
5
6 7

SWX Hedge Fund Activity: Q4 2018 in Review

280 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2018, worth a combined $3.47B — up 7.1% from $3.24B a quarter earlier.

Fund positioning in SWX was balanced in Q4 2018: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47.2M. The largest seller was Millennium Management, exiting entirely with an estimated $23.9M sold.

  • 280 institutional investors held Southwest Gas (SWX) as of Q4 2018, down from 281 in Q3 2018.
  • Funds reported $3.47B of Southwest Gas stock for Q4 2018, up 7.1% quarter-over-quarter.
  • 39 funds opened new Southwest Gas positions in Q4 2018 and 39 closed out, a net change of 0 holders.
  • The largest Southwest Gas buyer in Q4 2018 was Fidelity Investments, an estimated $47.2M added.
  • The largest Southwest Gas seller in Q4 2018 was Millennium Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2018.