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Southwest Gas
SWX

302 hedge funds and large institutions have $3.68B invested in Southwest Gas in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 91

8% more funds holding

Funds holding: 280 → 302 (+22)

6% more capital invested

Capital invested by funds: $3.47B → $3.68B (+$205M)

0.07% less ownership

Funds ownership: 84.83% → 84.77% (-0.07%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
6.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
49
Increased
103
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$29.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$26.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$17M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$16.6M
5
BlackRock
BlackRock
New York
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$51.2M
2
BL
BCWM LLC
Kansas
-$38.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$24M
4
Invesco
Invesco
Georgia
-$20.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$530M +$16.1M +201,816 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M +$17M +212,609 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$278M +$29.5M +368,589 +12%
Macquarie Group
4
Macquarie Group
Australia
$162M +$2.76M +34,530 +2%
State Street
5
State Street
Massachusetts
$138M +$8.04M +100,602 +6%
Northern Trust
6
Northern Trust
Illinois
$124M +$3.15M +39,354 +3%
GF
7
Gabelli Funds
New York
$106M -$1.36M -17,000 -1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$99.3M +$1.76M +21,965 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$92.7M -$1.04M -12,984 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$79.5M -$7.45M -93,223 -9%
VNIM
11
Vaughan Nelson Investment Management
Texas
$76.7M -$1.54M -19,200 -2%
Victory Capital Management
12
Victory Capital Management
Texas
$72.5M -$4.36M -54,479 -6%
GI
13
GAMCO Investors
Connecticut
$69.6M -$302K -3,775 -0.4%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$58.7M -$24M -300,000 -30%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$58M -$556K -6,955 -1%
AL
16
AJO LP
Pennsylvania
$50.9M -$8.15M -101,983 -14%
Ameriprise
17
Ameriprise
Minnesota
$50.6M +$201K +2,520 +0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$50.5M +$1.78M +22,268 +4%
Principal Financial Group
19
Principal Financial Group
Iowa
$50.2M +$148K +1,851 +0.3%
TA
20
Teachers Advisors
New York
$46.6M -$126K -1,570 -0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$45.8M +$657K +8,212 +1%
Norges Bank
22
Norges Bank
Norway
$39.7M +$3.1M +38,789 +9%
Charles Schwab
23
Charles Schwab
California
$39.2M +$5.37M +67,167 +16%
MAM
24
Magellan Asset Management
Australia
$31.3M +$771K +9,645 +3%
SCM
25
Sterling Capital Management
North Carolina
$29.9M – – –
1
2 3 4 5

SWX Hedge Fund Activity: Q1 2019 in Review

302 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2019, worth a combined $3.68B — up 5.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SWX positions and 25 closed out — a net gain of 24 holders — while 103 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.5M. The largest seller was Cohen & Steers, cutting an estimated $51.2M.

  • 302 institutional investors held Southwest Gas (SWX) as of Q1 2019, up from 280 in Q4 2018.
  • Funds reported $3.68B of Southwest Gas stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 49 funds opened new Southwest Gas positions in Q1 2019 and 25 closed out, a net change of +24 holders.
  • The largest Southwest Gas buyer in Q1 2019 was T. Rowe Price Associates, an estimated $29.5M added.
  • The largest Southwest Gas seller in Q1 2019 was Cohen & Steers, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2019.