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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
CIC
151
Cornercap Investment Counsel
Georgia
$702K +$708K +8,720 New
Jane Street
152
Jane Street
New York
$666K +$672K +8,276 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$659K – – –
OAM
154
Oberweis Asset Management
Illinois
$654K +$660K +8,130 New
VCM
155
Versant Capital Management
Arizona
$639K – – –
PAM
156
Private Asset Management
California
$628K – – –
TI
157
Trexquant Investment
Connecticut
$597K +$602K +7,416 New
EP
158
Elkfork Partners
Oregon
$596K +$124K +1,530 +26%
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$581K +$586K +7,224 New
IG
160
ING Group
Netherlands
$580K +$112K +1,374 +24%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$561K +$2.52K +31 +0.4%
CG
162
Clinton Group
New York
$558K -$728K -8,969 -56%
AB
163
Amalgamated Bank
New York
$553K +$37.3K +460 +7%
Lido Advisors
164
Lido Advisors
California
$514K -$97.4K -1,200 -16%
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$503K +$2.19K +27 +0.4%
GHCM
166
Glen Harbor Capital Management
California
$491K +$102K +1,260 +26%
SAM
167
Securian Asset Management
Minnesota
$473K -$8.85K -109 -2%
DCM
168
Driehaus Capital Management
Illinois
$467K +$471K +5,800 New
RJA
169
Raymond James & Associates
Florida
$457K +$461K +5,684 New
Massachusetts Financial Services
170
Massachusetts Financial Services
Massachusetts
$456K +$64.5K +795 +16%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$453K +$9.09K +112 +2%
Creative Planning
172
Creative Planning
Kansas
$431K +$82.7K +1,019 +23%
CGH
173
Crossmark Global Holdings
Texas
$423K -$105K -1,294 -20%
Stifel Financial
174
Stifel Financial
Missouri
$413K -$20.3K -250 -5%
WC
175
Whitney & Co
New York
$410K -$122K -1,500 -23%
5 6
7
8 9

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.