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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
Lido Advisors
176
Lido Advisors
California
$390K -$115K -1,451 -23%
IB
177
Intrust Bank
Kansas
$388K +$5.14K +65 +1%
CGH
178
Crossmark Global Holdings
Texas
$385K -$56.9K -720 -13%
CBOA
179
Commonwealth Bank of Australia
Australia
$371K +$371K +4,700 New
VEA
180
Virtus ETF Advisers
New York
$370K +$370K +4,680 New
TCM
181
Tributary Capital Management
Nebraska
$364K – – –
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$361K +$361K +4,571 New
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$353K -$186K -2,350 -34%
FCM
184
Flinton Capital Management
Pennsylvania
$350K +$74.6K +944 +27%
BCM
185
BlueCrest Capital Management
Jersey
$346K +$55.6K +703 +19%
P
186
Pitcairn
Pennsylvania
$319K -$7.03K -89 -2%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$309K – – –
FHB
188
First Hawaiian Bank
Hawaii
$302K +$302K +3,820 New
BWM
189
Buckley Wealth Management
Nevada
$277K – – –
1SB
190
1ST Source Bank
Indiana
$273K – – –
Two Sigma Investments
191
Two Sigma Investments
New York
$267K +$267K +3,373 New
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$259K +$20.8K +263 +9%
SCM
193
Shelton Capital Management
Colorado
$254K – – –
M&T Bank
194
M&T Bank
New York
$248K -$7.67K -97 -3%
QT
195
Quantbot Technologies
New York
$244K -$473K -5,988 -66%
BC
196
Brinker Capital
Pennsylvania
$242K -$7.9K -100 -3%
ZIM
197
Zacks Investment Management
Illinois
$242K +$241K +3,056 New
GH
198
GAM Holding
Switzerland
$241K +$241K +3,055 New
VIA
199
Vident Investment Advisory
Georgia
$239K -$232K -2,935 -49%
FI
200
Fosun International
China
$239K +$243K +3,070 New
6 7
8
9 10

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.