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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
US Bancorp
126
US Bancorp
Minnesota
$1.06M +$6.8K +86 +0.6%
CIC
127
Cornercap Investment Counsel
Georgia
$1.05M +$1.05M +13,305 New
FAF
128
Första AP-fonden
Sweden
$933K -$316K -4,000 -25%
DADC
129
D.A. Davidson & Co
Montana
$925K -$40.1K -508 -4%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$919K +$175K +2,214 +24%
ZIG
131
Zurich Insurance Group
Switzerland
$917K -$1.15M -14,500 -56%
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
$894K +$97.5K +1,234 +12%
NMERB
133
New Mexico Educational Retirement Board
New Mexico
$893K – – –
OAM
134
Oberweis Asset Management
Illinois
$880K +$7.9K +100 +0.9%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$876K – – –
HIS
136
Horizon Investment Services
Indiana
$810K +$49.9K +631 +7%
LSV Asset Management
137
LSV Asset Management
Illinois
$809K +$809K +10,242 New
FT
138
Fiduciary Trust
Massachusetts
$790K – – –
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$789K -$243K -3,069 -24%
LMGAM
140
Liberty Mutual Group Asset Management
Massachusetts
$761K – – –
HighTower Advisors
141
HighTower Advisors
Illinois
$755K +$26.2K +332 +4%
O
142
OppenheimerFunds
New York
$752K -$72.8K -921 -9%
EP
143
Elkfork Partners
Oregon
$744K +$159K +2,006 +27%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$732K -$19.2K -243 -3%
Holocene Advisors
145
Holocene Advisors
New York
$674K +$248K +3,138 +58%
PA
146
Profund Advisors
Maryland
$659K -$51K -646 -7%
Verition Fund Management
147
Verition Fund Management
Connecticut
$625K +$48.5K +614 +8%
VCM
148
Versant Capital Management
Arizona
$623K -$2.06K -26 -0.3%
PAM
149
Private Asset Management
California
$616K – – –
GHCM
150
Glen Harbor Capital Management
California
$613K +$131K +1,652 +27%
4 5
6
7 8

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.