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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
SCM
201
Stevens Capital Management
Pennsylvania
$250K +$262K +3,267 New
SCM
202
Shelton Capital Management
Colorado
$246K
HSBC Holdings
203
HSBC Holdings
United Kingdom
$238K +$9.55K +119 +4%
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$236K +$14.1K +176 +6%
LIA
205
LS Investment Advisors
Michigan
$226K +$19.3K +241 +9%
RJT
206
Raymond James Trust
Florida
$214K -$1.36K -17 -0.6%
GCP
207
GSA Capital Partners
United Kingdom
$214K +$225K +2,800 New
ACP
208
Ashfield Capital Partners
California
$209K
JMPWA
209
JP Morgan Private Wealth Advisors
California
$207K -$80 -1 -0%
FMT
210
First Mercantile Trust
Tennessee
$169K -$16.9K -210 -9%
GWM
211
Geneos Wealth Management
Colorado
$164K
Barclays
212
Barclays
United Kingdom
$158K -$2.89M -36,021 -95%
APA
213
American Portfolios Advisors
New York
$153K
AF
214
Advisornet Financial
Minnesota
$145K
AAM
215
Advisors Asset Management
Colorado
$120K -$99.9K -1,245 -44%
YWP
216
YorkBridge Wealth Partners
New York
$101K
VFA
217
Valeo Financial Advisors
Indiana
$92K
SWM
218
SeaCrest Wealth Management
New York
$89K +$80 +1 +0.1%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$88K
PI
220
PEAK6 Investments
Illinois
$80K +$43.9K +547 +110%
WTC
221
WhitTier Trust Company
Nevada
$69K
MAM
222
Meeder Asset Management
Ohio
$63K +$66.2K +825 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$61K
TRCT
224
Tower Research Capital (TRC)
New York
$59K -$340K -4,235 -85%
CTC
225
Central Trust Company
Missouri
$59K -$803 -10 -1%

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.