We are live on ! Find out more
SWX icon

Southwest Gas
SWX

270 hedge funds and large institutions have $3.1B invested in Southwest Gas in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

13% more funds holding

Funds holding: 240 → 270 (+30)

9% more capital invested

Capital invested by funds: $2.85B → $3.1B (+$246M)

3.76% more ownership

Funds ownership: 77.11% → 80.87% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
85
Reduced
84
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$71.3M
2
BC
Brookfield Corp
Ontario, Canada
+$51.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$36.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$31.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$22.3M
2
Millennium Management
Millennium Management
New York
-$12.6M
3
NFA
Nationwide Fund Advisors
Ohio
-$12M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$441M -$458K -5,639 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$355M -$2M -24,602 -0.6%
State Street
3
State Street
Massachusetts
$133M -$546K -6,726 -0.4%
Macquarie Group
4
Macquarie Group
Australia
$131M +$11.1M +136,574 +9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$131M -$1.19M -14,680 -0.9%
Northern Trust
6
Northern Trust
Illinois
$113M -$2.58M -31,777 -2%
GF
7
Gabelli Funds
New York
$108M -$162K -2,000 -0.1%
AL
8
AJO LP
Pennsylvania
$92.3M -$2.76M -34,008 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$90.4M +$36.9M +454,848 +68%
GI
10
GAMCO Investors
Connecticut
$73.2M -$671K -8,265 -0.9%
Cohen & Steers
11
Cohen & Steers
New York
$70.7M +$71.3M +878,425 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$69.8M -$2.85M -35,140 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55.1M -$8.58M -105,705 -13%
JP Morgan Chase
14
JP Morgan Chase
New York
$53.6M -$3.51M -43,285 -6%
Ameriprise
15
Ameriprise
Minnesota
$51.6M +$397K +4,892 +0.8%
BC
16
Brookfield Corp
Ontario, Canada
$51.3M +$51.7M +636,900 New
Principal Financial Group
17
Principal Financial Group
Iowa
$45.4M +$262K +3,223 +0.6%
TA
18
Teachers Advisors
New York
$45.4M +$27K +333 +0.1%
Bank of America
19
Bank of America
North Carolina
$41.6M -$4.14M -50,976 -9%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$41.4M +$20.3M +250,000 +95%
Prudential Financial
21
Prudential Financial
New Jersey
$40.8M +$9.34M +115,070 +29%
Victory Capital Management
22
Victory Capital Management
Texas
$40.1M +$461K +5,675 +1%
AllianceBernstein
23
AllianceBernstein
Tennessee
$39M -$1.93M -23,725 -5%
Invesco
24
Invesco
Georgia
$38.2M +$3.26M +40,113 +9%
Norges Bank
25
Norges Bank
Norway
$36.9M +$2.25M +27,701 +6%
1
2 3 4 5

SWX Hedge Fund Activity: Q4 2017 in Review

270 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2017, worth a combined $3.1B — up 8.6% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SWX positions and 24 closed out — a net gain of 31 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $71.3M. The largest seller was Renaissance Technologies, cutting an estimated $22.3M.

  • 270 institutional investors held Southwest Gas (SWX) as of Q4 2017, up from 240 in Q3 2017.
  • Funds reported $3.1B of Southwest Gas stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 55 funds opened new Southwest Gas positions in Q4 2017 and 24 closed out, a net change of +31 holders.
  • The largest Southwest Gas buyer in Q4 2017 was Cohen & Steers, an estimated $71.3M added.
  • The largest Southwest Gas seller in Q4 2017 was Renaissance Technologies, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2017.