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Southwest Gas

195 hedge funds and large institutions have $1.92B invested in Southwest Gas in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

17% more funds holding

Funds holding: 166195 (+29)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

1.05% less ownership

Funds ownership: 78.38%77.34% (-1%)

5% less capital invested

Capital invested by funds: $2.03B → $1.92B (-$110M)

Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
5.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
62
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$18M +$2.48M +46,277 +16%
American Century Companies
27
American Century Companies
Missouri
$16.4M -$31.5M -586,412 -66%
SM
28
Stratton Management
Pennsylvania
$16.1M
Allianz Asset Management
29
Allianz Asset Management
Germany
$15.9M +$255K +4,759 +2%
Prudential Financial
30
Prudential Financial
New Jersey
$14M +$32.2K +600 +0.2%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$13.7M +$110K +2,051 +0.8%
BA
32
BlackRock Advisors
Delaware
$12.8M +$388K +7,226 +3%
TA
33
Teachers Advisors
New York
$11.9M +$90.7K +1,690 +0.8%
TCIM
34
TIAA CREF Investment Management
New York
$11.3M -$324K -6,042 -3%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$11.2M
Charles Schwab
36
Charles Schwab
California
$9.96M +$2.07M +38,549 +26%
BIM
37
BlackRock Investment Management
Delaware
$9.82M +$139K +2,587 +1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$9.74M -$166K -3,100 -2%
WRF
39
Waddell & Reed Financial
Kansas
$8.75M -$419K -7,800 -5%
NFA
40
Nationwide Fund Advisors
Ohio
$8.43M -$870K -16,213 -9%
PI
41
Putnam Investments
Massachusetts
$8.41M -$574K -10,700 -6%
KCM
42
Kennedy Capital Management
Missouri
$7.67M -$101K -1,875 -1%
Legal & General Group
43
Legal & General Group
United Kingdom
$7.65M +$517K +9,624 +7%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$7.22M -$113K -2,100 -2%
Invesco
45
Invesco
Georgia
$6.46M -$550K -10,238 -8%
QBFM
46
QS Batterymarch Financial Management
New York
$6.1M
NAM
47
Nexus Asset Management
New York
$5.83M +$5.05M +94,000 +627%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$5.81M
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$5.23M +$5.25M +97,816 New
MSA
50
Mason Street Advisors
Wisconsin
$5.2M -$1.41M -26,206 -21%

SWX Hedge Fund Activity: Q1 2014 in Review

195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2014, worth a combined $1.92B — down 5.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 9 closed out — a net gain of 29 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $5.25M. The largest seller was American Century Companies, cutting an estimated $31.5M.

  • 195 institutional investors held Southwest Gas (SWX) as of Q1 2014, up from 166 in Q4 2013.
  • Funds reported $1.92B of Southwest Gas stock for Q1 2014, down 5.4% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q1 2014 and 9 closed out, a net change of +29 holders.
  • The largest Southwest Gas buyer in Q1 2014 was Arrowstreet Capital, an estimated $5.25M added.
  • The largest Southwest Gas seller in Q1 2014 was American Century Companies, an estimated $31.5M sold.

Based on aggregated 13F filings for Q1 2014.