Southwest Gas
274 hedge funds and large institutions have $2.68B invested in Southwest Gas in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 30 closing their positions.
20% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 30
13% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 83
1% more funds holding
Funds holding: 270 → 274 (+4)
1.19% more ownership
Funds ownership: 80.87% → 82.06% (+1.2%)
13% less capital invested
Capital invested by funds: $3.1B → $2.68B (-$416M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$27M |
| 2 |
Cohen & Steers
New York
|
+$25.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.8M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$11.9M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$20.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.3M |
| 5 |
JP Morgan Chase
New York
|
-$7.49M |
SWX Hedge Fund Activity: Q1 2018 in Review
274 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2018, worth a combined $2.68B — down 13% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SWX positions and 30 closed out — a net gain of 6 holders — while 94 added to existing stakes and 83 trimmed.
The largest buyer was Millennium Management, adding an estimated $27M. The largest seller was AJO LP, cutting an estimated $20.9M.
- 274 institutional investors held Southwest Gas (SWX) as of Q1 2018, up from 270 in Q4 2017.
- Funds reported $2.68B of Southwest Gas stock for Q1 2018, down 13% quarter-over-quarter.
- 36 funds opened new Southwest Gas positions in Q1 2018 and 30 closed out, a net change of +6 holders.
- The largest Southwest Gas buyer in Q1 2018 was Millennium Management, an estimated $27M added.
- The largest Southwest Gas seller in Q1 2018 was AJO LP, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2018.