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Southwest Gas
SWX

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: 281 → 280 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$40.8M
3
BlackRock
BlackRock
New York
+$30.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$28M
5
MAM
Magellan Asset Management
Australia
+$26.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$23.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$17.8M
3
AL
AJO LP
Pennsylvania
-$6.89M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.61M
5
BA
Boston Advisors
Massachusetts
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
176
Dynamic Technology Lab
Singapore
$389K -$26.7K -333 -6%
GKIM
177
GW&K Investment Management
Massachusetts
$384K +$2.97K +37 +0.7%
CGH
178
Crossmark Global Holdings
Texas
$384K +$11.2K +140 +3%
NSEDCP
179
NJ State Employees Deferred Compensation Plan
New Jersey
$383K -$161K -2,000 -29%
RCM
180
Riverhead Capital Management
Delaware
$382K – – –
Lido Advisors
181
Lido Advisors
California
$377K – – –
Holocene Advisors
182
Holocene Advisors
New York
$375K -$291K -3,627 -43%
WC
183
Whitney & Co
New York
$373K -$8.03K -100 -2%
Creative Planning
184
Creative Planning
Kansas
$364K -$81.1K -1,010 -18%
CBOA
185
Commonwealth Bank of Australia
Australia
$359K – – –
VEA
186
Virtus ETF Advisers
New York
$358K – – –
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$356K +$7.3K +91 +2%
TCM
188
Tributary Capital Management
Nebraska
$352K – – –
DCM
189
Dupont Capital Management
Delaware
$349K +$366K +4,565 New
Los Angeles Capital Management
190
Los Angeles Capital Management
California
$342K – – –
FCM
191
Flinton Capital Management
Pennsylvania
$339K – – –
FI
192
Fosun International
China
$326K +$100K +1,250 +41%
TI
193
Trexquant Investment
Connecticut
$306K +$321K +3,999 New
P
194
Pitcairn
Pennsylvania
$304K -$4.66K -58 -1%
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$299K – – –
RQS
196
Ramsey Quantitative Systems
Kentucky
$278K +$291K +3,630 New
BWM
197
Buckley Wealth Management
Nevada
$268K – – –
1SB
198
1ST Source Bank
Indiana
$264K – – –
AG
199
Advisor Group
Arizona
$263K +$36.6K +456 +15%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$251K – – –
6 7
8
9 10

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.