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Southwest Gas

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: 281280 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
ETrade Capital Management
Virginia
$1.06M -$36K -449 -3%
Citigroup
127
Citigroup
New York
$1.05M +$586K +7,300 +114%
CIC
128
Cornercap Investment Counsel
Georgia
$1.03M +$12K +150 +1%
JIR
129
James Investment Research
Ohio
$1.02M -$1.07M -13,380 -50%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$960K +$1.01M +12,550 New
CIMLRA
131
CBRE Investment Management Listed Real Assets
Pennsylvania
$946K -$130K -1,614 -12%
DADC
132
D.A. Davidson & Co
Montana
$887K -$8.03K -100 -0.9%
ZIG
133
Zurich Insurance Group
Switzerland
$887K
SG Americas Securities
134
SG Americas Securities
New York
$881K -$1.02M -12,716 -52%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$854K -$37.2K -463 -4%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$848K
FAF
137
Första AP-fonden
Sweden
$842K -$64.2K -800 -7%
NMERB
138
New Mexico Educational Retirement Board
New Mexico
$811K -$56.2K -700 -6%
LSV Asset Management
139
LSV Asset Management
Illinois
$783K
FHB
140
First Hawaiian Bank
Hawaii
$774K +$506K +6,300 +165%
HI
141
HBK Investments
Texas
$771K -$3.26M -40,646 -80%
OAM
142
Oberweis Asset Management
Illinois
$767K -$88.3K -1,100 -10%
VDBMI
143
Van Den Berg Management I
Texas
$766K -$804K -10,015 -50%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$766K +$60.8K +757 +8%
Franklin Resources
145
Franklin Resources
California
$766K +$804K +10,012 New
FT
146
Fiduciary Trust
Massachusetts
$765K
EP
147
Elkfork Partners
Oregon
$721K
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$711K -$54.8K -683 -7%
HighTower Advisors
149
HighTower Advisors
Illinois
$685K -$49.2K -613 -6%
HIS
150
Horizon Investment Services
Indiana
$675K -$115K -1,427 -14%

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.