Southwest Gas
241 hedge funds and large institutions have $2.9B invested in Southwest Gas in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 33 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 82
7% more capital invested
Capital invested by funds: $2.72B → $2.9B (+$187M)
0.51% more ownership
Funds ownership: 78.06% → 78.57% (+0.51%)
8% less funds holding
Funds holding: 261 → 241 (-20)
45% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$61.9M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$53.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$20.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$30.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.7M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$22.6M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$13.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.3M |
SWX Hedge Fund Activity: Q3 2017 in Review
241 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2017, worth a combined $2.9B — up 6.9% from $2.72B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of SWX and 18 opened new positions — a net loss of 15 holders — while 82 trimmed existing stakes and 94 added.
The largest buyer was AJO LP, adding an estimated $61.9M. The largest seller was AQR Capital Management, cutting an estimated $30.9M.
- 241 institutional investors held Southwest Gas (SWX) as of Q3 2017, down from 261 in Q2 2017.
- Funds reported $2.9B of Southwest Gas stock for Q3 2017, up 6.9% quarter-over-quarter.
- 18 funds opened new Southwest Gas positions in Q3 2017 and 33 closed out, a net change of -15 holders.
- The largest Southwest Gas buyer in Q3 2017 was AJO LP, an estimated $61.9M added.
- The largest Southwest Gas seller in Q3 2017 was AQR Capital Management, an estimated $30.9M sold.
Based on aggregated 13F filings for Q3 2017.