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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
Assenagon Asset Management
126
Assenagon Asset Management
Luxembourg
$1.1M +$1.11M +13,655 New
DTL
127
Dynamic Technology Lab
Singapore
$1.07M +$1.08M +13,286 New
US Bancorp
128
US Bancorp
Minnesota
$1.05M +$495K +6,102 +88%
DADC
129
D.A. Davidson & Co
Montana
$1.01M -$12.2K -150 -1%
ProShare Advisors
130
ProShare Advisors
Maryland
$986K +$419K +5,156 +73%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$974K -$48.7K -600 -5%
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$972K -$164K -2,021 -14%
SCM
133
Stevens Capital Management
Pennsylvania
$970K +$978K +12,053 New
CSS
134
Cubist Systematic Strategies
Connecticut
$969K -$118K -1,456 -11%
Squarepoint
135
Squarepoint
New York
$969K +$978K +12,045 New
RJFSA
136
Raymond James Financial Services Advisors
Florida
$957K +$174K +2,141 +22%
NMERB
137
New Mexico Educational Retirement Board
New Mexico
$950K +$958K +11,800 New
Pacer Advisors
138
Pacer Advisors
Pennsylvania
$926K +$361K +4,442 +63%
Citadel Advisors
139
Citadel Advisors
Florida
$921K +$928K +11,435 New
O
140
OppenheimerFunds
New York
$848K +$115K +1,421 +16%
AAM
141
Advisors Asset Management
Colorado
$829K +$5.93K +73 +0.7%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$822K +$175K +2,151 +27%
FT
143
Fiduciary Trust
Massachusetts
$805K – – –
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$776K +$783K +9,645 New
PA
145
Profund Advisors
Maryland
$772K -$35.7K -440 -4%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$765K +$260K +3,203 +51%
Barclays
147
Barclays
United Kingdom
$748K +$523K +6,439 +226%
FWIA
148
Fort Washington Investment Advisors
Ohio
$740K +$747K +9,200 New
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$737K – – –
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$726K +$78.7K +970 +12%
4 5
6
7 8

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.