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Southwest Gas
SWX

278 hedge funds and large institutions have $3.15B invested in Southwest Gas in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

19% more capital invested

Capital invested by funds: $2.64B → $3.15B (+$511M)

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

4.59% more ownership

Funds ownership: 80.77% → 85.37% (+4.6%)

2% more funds holding

Funds holding: 273 → 278 (+5)

Holders
278
Holders Change
+5
Holders Change %
+1.83%
% of All Funds
6.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
103
Reduced
89
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$59.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
3
BC
Brookfield Corp
Ontario, Canada
+$23.7M
4
SBH
Segall Bryant & Hamill
Illinois
+$19.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
LM
Luminus Management
Texas
-$17.6M
2
Millennium Management
Millennium Management
New York
-$12.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.9M
4
Norges Bank
Norges Bank
Norway
-$10.1M
5
Prudential Financial
Prudential Financial
New Jersey
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$435M +$5.83M +79,815 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$364M +$10.9M +149,708 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$184M +$56.9M +780,080 +48%
Macquarie Group
4
Macquarie Group
Australia
$154M +$14.7M +201,626 +11%
State Street
5
State Street
Massachusetts
$122M -$2.76M -37,873 -2%
Northern Trust
6
Northern Trust
Illinois
$111M +$3.88M +53,165 +4%
GF
7
Gabelli Funds
New York
$101M -$292K -4,000 -0.3%
Cohen & Steers
8
Cohen & Steers
New York
$95.4M +$801K +10,976 +0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$83.4M -$2.57M -35,150 -3%
GI
10
GAMCO Investors
Connecticut
$67.4M -$509K -6,967 -0.8%
VNIM
11
Vaughan Nelson Investment Management
Texas
$62.4M +$59.8M +818,650 New
AL
12
AJO LP
Pennsylvania
$60.4M -$4.43M -60,625 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$53.6M +$411K +5,626 +0.8%
AllianceBernstein
14
AllianceBernstein
Tennessee
$52.6M +$14.9M +203,434 +42%
Victory Capital Management
15
Victory Capital Management
Texas
$46M +$1.2M +16,438 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$45.6M -$2.67M -36,550 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$45.6M +$2.57M +35,169 +6%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$43.9M +$3.65M +50,000 +10%
TA
19
Teachers Advisors
New York
$43M -$381K -5,213 -0.9%
Ameriprise
20
Ameriprise
Minnesota
$41.6M -$2.75M -37,622 -6%
JP Morgan Chase
21
JP Morgan Chase
New York
$41.2M -$2.4M -32,898 -6%
Goldman Sachs
22
Goldman Sachs
New York
$38.2M +$11M +150,101 +43%
Millennium Management
23
Millennium Management
New York
$37.9M -$12.7M -173,776 -26%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$37.4M +$2.79M +38,228 +8%
Invesco
25
Invesco
Georgia
$37.3M -$274K -3,758 -0.8%
1
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SWX Hedge Fund Activity: Q2 2018 in Review

278 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2018, worth a combined $3.15B — up 19% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SWX positions and 28 closed out — a net gain of 6 holders — while 103 added to existing stakes and 89 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $59.8M. The largest seller was Luminus Management, exiting entirely with an estimated $17.6M sold.

  • 278 institutional investors held Southwest Gas (SWX) as of Q2 2018, up from 273 in Q1 2018.
  • Funds reported $3.15B of Southwest Gas stock for Q2 2018, up 19% quarter-over-quarter.
  • 34 funds opened new Southwest Gas positions in Q2 2018 and 28 closed out, a net change of +6 holders.
  • The largest Southwest Gas buyer in Q2 2018 was Vaughan Nelson Investment Management, an estimated $59.8M added.
  • The largest Southwest Gas seller in Q2 2018 was Luminus Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2018.