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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
US Bancorp
101
US Bancorp
Minnesota
$1.75M +$656K +9,819 +55%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.73M +$559K +8,370 +44%
TRCT
103
Tower Research Capital (TRC)
New York
$1.72M +$943K +14,106 +107%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M +$35.8K +535 +2%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$1.63M -$38.1K -570 -2%
APG Asset Management
106
APG Asset Management
Netherlands
$1.51M +$53.5K +800 +3%
First Trust Advisors
107
First Trust Advisors
Illinois
$1.43M +$779K +11,647 +106%
DIA
108
Dana Investment Advisors
Wisconsin
$1.36M -$78.3K -1,172 -5%
NMIMC
109
Northwestern Mutual Investment Management Company
Wisconsin
$1.32M – – –
AIP
110
Ameritas Investment Partners
Nebraska
$1.31M – – –
SOMRS
111
State of Michigan Retirement System
Michigan
$1.28M +$20.1K +300 +1%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$1.26M +$76.9K +1,150 +6%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$1.25M +$47.7K +713 +4%
UBS Group
114
UBS Group
Switzerland
$1.22M +$11.1K +166 +0.9%
First Manhattan
115
First Manhattan
New York
$1.21M -$33.4K -500 -3%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.17M -$114K -1,700 -8%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M +$418K +6,260 +54%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$1.12M +$1.19M +17,752 New
AIM
119
Aigen Investment Management
New York
$1.11M +$1.18M +17,621 New
SO
120
STRS Ohio
Ohio
$1.06M +$548K +8,200 +95%
SAM
121
Shell Asset Management
Netherlands
$1.05M – – –
ASRS
122
Arizona State Retirement System
Arizona
$1.05M +$288K +4,304 +35%
ZCM
123
Ziegler Capital Management
Illinois
$1.02M +$205K +3,065 +23%
CCB
124
Cutter & Co Brokerage
Missouri
$1.01M +$1.08M +16,090 New
MWNA
125
Marshall Wace North America
New York
$981K +$1.04M +15,552 New
3 4
5
6 7

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.