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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
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$610K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$598K -$36.7K -464 -6%
LPL Financial
153
LPL Financial
California
$584K +$584K +7,393 New
AB
154
Amalgamated Bank
New York
$557K -$948 -12 -0.2%
RJA
155
Raymond James & Associates
Florida
$554K +$3.32K +42 +0.6%
NSEDCP
156
NJ State Employees Deferred Compensation Plan
New Jersey
$553K – – –
Axa
157
Axa
France
$530K -$5.77M -73,000 -92%
AIA
158
Affinity Investment Advisors
California
$514K +$47.3K +599 +10%
Citigroup
159
Citigroup
New York
$507K +$44.3K +561 +10%
6M
160
6 Meridian
Kansas
$504K -$4.11K -52 -0.8%
Stifel Financial
161
Stifel Financial
Missouri
$493K +$26.7K +338 +6%
MCIM
162
Meadow Creek Investment Management
Georgia
$482K +$103K +1,298 +27%
SAM
163
Securian Asset Management
Minnesota
$475K – – –
BDS
164
Banco de Sabadell
Florida
$464K +$467K +5,913 New
Mitsubishi UFJ Trust & Banking
165
Mitsubishi UFJ Trust & Banking
Japan
$462K -$13K -165 -3%
Creative Planning
166
Creative Planning
Kansas
$456K – – –
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$450K -$322K -4,074 -42%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$442K +$10.1K +128 +2%
DTL
169
Dynamic Technology Lab
Singapore
$427K +$87.2K +1,103 +26%
CIM
170
CIM Investment Management
Pennsylvania
$410K +$147K +1,857 +56%
WC
171
Whitney & Co
New York
$404K – – –
TRCT
172
Tower Research Capital (TRC)
New York
$396K +$299K +3,787 +312%
GKIM
173
GW&K Investment Management
Massachusetts
$394K +$7.98K +101 +2%
RCM
174
Riverhead Capital Management
Delaware
$394K +$79K +1,000 +25%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$392K -$54.8K -694 -12%
5 6
7
8 9

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.