We are live on ! Find out more
SWX icon

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
PA
151
Profund Advisors
Maryland
$646K +$8.19K +102 +1%
SGI
152
Summit Global Investments
Utah
$635K +$666K +8,300 New
JG
153
Jefferies Group
New York
$633K +$665K +8,280 New
O
154
OppenheimerFunds
New York
$632K -$101K -1,261 -13%
LPL Financial
155
LPL Financial
California
$616K +$53K +660 +9%
VCM
156
Versant Capital Management
Arizona
$602K -$803 -10 -0.1%
LCM
157
Landscape Capital Management
New Jersey
$599K +$629K +7,832 New
GHCM
158
Glen Harbor Capital Management
California
$593K
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$591K
Tudor Investment Corp
160
Tudor Investment Corp
Connecticut
$568K +$597K +7,431 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$559K -$21K -261 -3%
BPM
162
Bowling Portfolio Management
Ohio
$544K +$571K +7,109 New
AB
163
Amalgamated Bank
New York
$540K +$1.36K +17 +0.2%
RJA
164
Raymond James & Associates
Florida
$538K +$2.33K +29 +0.4%
PAM
165
Private Asset Management
California
$536K -$64.2K -800 -10%
AIA
166
Affinity Investment Advisors
California
$498K
Allianz Asset Management
167
Allianz Asset Management
Germany
$497K -$1.25M -15,595 -71%
SAM
168
Securian Asset Management
Minnesota
$497K +$39.3K +490 +8%
6M
169
6 Meridian
Kansas
$482K -$5.46K -68 -1%
Mitsubishi UFJ Trust & Banking
170
Mitsubishi UFJ Trust & Banking
Japan
$475K +$29.5K +367 +6%
MCIM
171
Meadow Creek Investment Management
Georgia
$466K
Stifel Financial
172
Stifel Financial
Missouri
$462K -$16.1K -201 -3%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$444K +$18.1K +226 +4%
IB
174
Intrust Bank
Kansas
$422K +$49.2K +613 +12%
CIM
175
CIM Investment Management
Pennsylvania
$397K

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.