We are live on ! Find out more
SWX icon

Southwest Gas
SWX

302 hedge funds and large institutions have $3.68B invested in Southwest Gas in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 91

8% more funds holding

Funds holding: 280 → 302 (+22)

6% more capital invested

Capital invested by funds: $3.47B → $3.68B (+$205M)

0.07% less ownership

Funds ownership: 84.83% → 84.77% (-0.07%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
6.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
49
Increased
103
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$29.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$26.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$17M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$16.6M
5
BlackRock
BlackRock
New York
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$51.2M
2
BL
BCWM LLC
Kansas
-$38.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$24M
4
Invesco
Invesco
Georgia
-$20.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$2.59M +$57.6K +721 +2%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$2.49M +$85.2K +1,065 +4%
N
103
Nuveen
North Carolina
$2.37M +$127K +1,586 +6%
MSA
104
Mason Street Advisors
Wisconsin
$2.32M +$37.2K +465 +2%
DIA
105
Dana Investment Advisors
Wisconsin
$2.31M -$182K -2,274 -7%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$2.2M – – –
Barclays
107
Barclays
United Kingdom
$2.08M +$1.86M +23,207 +1,123%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$1.95M +$29.6K +370 +2%
LCM
109
Laurion Capital Management
New York
$1.78M -$6.68M -83,557 -79%
SEC
110
Seven Eight Capital
New York
$1.74M +$1.7M +21,200 New
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$1.74M +$129K +1,613 +8%
BA
112
Boston Advisors
Massachusetts
$1.74M +$13.7K +171 +0.8%
SO
113
STRS Ohio
Ohio
$1.69M +$512K +6,400 +45%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.65M -$417K -5,220 -21%
AIP
115
Ameritas Investment Partners
Nebraska
$1.65M +$43.1K +539 +3%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$1.63M – – –
CIMLRA
117
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.62M +$583K +7,291 +59%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.55M – – –
SSA
119
Schonfeld Strategic Advisors
New York
$1.54M -$539K -6,746 -27%
First Trust Advisors
120
First Trust Advisors
Illinois
$1.48M -$3.76M -46,991 -72%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$1.47M -$17.5K -219 -1%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$1.45M -$2.57M -32,139 -65%
SAM
123
Shell Asset Management
Netherlands
$1.44M – – –
ACI
124
AMP Capital Investors
Australia
$1.43M -$916K -11,452 -40%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$1.3M -$16.7M -208,580 -93%
3 4
5
6 7

SWX Hedge Fund Activity: Q1 2019 in Review

302 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2019, worth a combined $3.68B — up 5.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SWX positions and 25 closed out — a net gain of 24 holders — while 103 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.5M. The largest seller was Cohen & Steers, cutting an estimated $51.2M.

  • 302 institutional investors held Southwest Gas (SWX) as of Q1 2019, up from 280 in Q4 2018.
  • Funds reported $3.68B of Southwest Gas stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 49 funds opened new Southwest Gas positions in Q1 2019 and 25 closed out, a net change of +24 holders.
  • The largest Southwest Gas buyer in Q1 2019 was T. Rowe Price Associates, an estimated $29.5M added.
  • The largest Southwest Gas seller in Q1 2019 was Cohen & Steers, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2019.