We are live on ! Find out more
SWX icon

Southwest Gas

166 hedge funds and large institutions have $2.03B invested in Southwest Gas in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.79B → $2.03B (+$243M)

10% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 59

1.19% more ownership

Funds ownership: 77.19%78.38% (+1.2%)

4% less funds holding

Funds holding: 173166 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
166
Holders Change
-7
Holders Change %
-4.05%
% of All Funds
4.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
65
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$18.1M +$532K +10,054 +3%
SM
27
Stratton Management
Pennsylvania
$16.8M
Allianz Asset Management
28
Allianz Asset Management
Germany
$16.4M +$2.99M +56,521 +24%
William Blair & Company
29
William Blair & Company
Illinois
$16.2M +$3.53M +66,746 +30%
Prudential Financial
30
Prudential Financial
New Jersey
$14.6M -$984K -18,600 -7%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$14.2M +$610K +11,537 +5%
BA
32
BlackRock Advisors
Delaware
$13M -$53.5K -1,012 -0.4%
TA
33
Teachers Advisors
New York
$12.4M +$141K +2,670 +1%
TCIM
34
TIAA CREF Investment Management
New York
$12.2M -$163K -3,073 -1%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$11.7M
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$10.4M +$855K +16,163 +9%
BIM
37
BlackRock Investment Management
Delaware
$10.1M -$217K -4,106 -2%
NFA
38
Nationwide Fund Advisors
Ohio
$9.72M +$917K +17,347 +11%
WRF
39
Waddell & Reed Financial
Kansas
$9.59M -$264K -5,000 -3%
PI
40
Putnam Investments
Massachusetts
$9.4M -$37K -700 -0.4%
Charles Schwab
41
Charles Schwab
California
$8.26M +$375K +7,089 +5%
KCM
42
Kennedy Capital Management
Missouri
$8.13M +$52.1K +986 +0.7%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$7.67M -$614K -11,600 -8%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.46M +$1.04M +19,692 +17%
Invesco
45
Invesco
Georgia
$7.33M +$168K +3,171 +2%
MSA
46
Mason Street Advisors
Wisconsin
$6.9M +$6.17M +116,605 +1,712%
QBFM
47
QS Batterymarch Financial Management
New York
$6.38M -$799K -15,110 -12%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.31M +$68.8K +1,300 +1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$6.08M
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.84M -$161K -3,050 -3%

SWX Hedge Fund Activity: Q4 2013 in Review

166 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2013, worth a combined $2.03B — up 14% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SWX and 13 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 65 added.

The largest buyer was AllianceBernstein, adding an estimated $44.6M. The largest seller was Goldman Sachs, cutting an estimated $20.2M.

  • 166 institutional investors held Southwest Gas (SWX) as of Q4 2013, down from 173 in Q3 2013.
  • Funds reported $2.03B of Southwest Gas stock for Q4 2013, up 14% quarter-over-quarter.
  • 13 funds opened new Southwest Gas positions in Q4 2013 and 18 closed out, a net change of -5 holders.
  • The largest Southwest Gas buyer in Q4 2013 was AllianceBernstein, an estimated $44.6M added.
  • The largest Southwest Gas seller in Q4 2013 was Goldman Sachs, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2013.