Southwest Gas
SWX
256 hedge funds and large institutions have $3.11B invested in Southwest Gas in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 22 closing their positions.
91% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 22
9% more capital invested
Capital invested by funds: $2.86B → $3.11B (+$244M)
5% more funds holding
Funds holding: 243 → 256 (+13)
8% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 86
0.2% more ownership
Funds ownership: 78.73% → 78.93% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
92% less call options, than puts
Call options by funds: $25K | Put options by funds: $332K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$464M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.3M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$26.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$68M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$40.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$24.9M |
| 4 |
SCM
Scopia Capital Management
New York
|
-$22.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.5M |
SWX Hedge Fund Activity: Q1 2017 in Review
256 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2017, worth a combined $3.11B — up 8.5% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SWX positions and 22 closed out — a net gain of 20 holders — while 93 added to existing stakes and 86 trimmed.
The largest buyer was BlackRock, adding an estimated $464M. The largest seller was Goldman Sachs, cutting an estimated $68M.
- 256 institutional investors held Southwest Gas (SWX) as of Q1 2017, up from 243 in Q4 2016.
- Funds reported $3.11B of Southwest Gas stock for Q1 2017, up 8.5% quarter-over-quarter.
- 42 funds opened new Southwest Gas positions in Q1 2017 and 22 closed out, a net change of +20 holders.
- The largest Southwest Gas buyer in Q1 2017 was BlackRock, an estimated $464M added.
- The largest Southwest Gas seller in Q1 2017 was Goldman Sachs, an estimated $68M sold.
Based on aggregated 13F filings for Q1 2017.