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Southwest Gas
SWX

197 hedge funds and large institutions have $1.93B invested in Southwest Gas in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1.21% more ownership

Funds ownership: 77.34% → 78.55% (+1.2%)

1% more funds holding

Funds holding: 195 → 197 (+2)

0% more capital invested

Capital invested by funds: $1.92B → $1.93B (+$8.25M)

4% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 74

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
71
Reduced
74
Closed
19
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$21.9M
2
LM
Luminus Management
Texas
+$13M
3
PIM
Perkins Investment Management
Illinois
+$12.4M
4
WHRC
W.H. Reaves & Co
New Jersey
+$11M
5
Renaissance Technologies
Renaissance Technologies
New York
+$10.1M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.3M
2
Goldman Sachs
Goldman Sachs
New York
-$17M
3
American Century Companies
American Century Companies
Missouri
-$16.4M
4
TA
Teachers Advisors
New York
-$8.38M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$15.2M -$5.8M -109,410 -28%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$15.1M +$9.99M +188,426 +193%
Allianz Asset Management
28
Allianz Asset Management
Germany
$14.8M -$957K -18,058 -6%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$13.6M +$113K +2,124 +0.8%
Prudential Financial
30
Prudential Financial
New Jersey
$13M -$834K -15,720 -6%
LM
31
Luminus Management
Texas
$12.9M +$13M +244,542 New
PIM
32
Perkins Investment Management
Illinois
$12.3M +$12.4M +233,097 New
BA
33
BlackRock Advisors
Delaware
$11.5M -$1.14M -21,495 -9%
NFA
34
Nationwide Fund Advisors
Ohio
$11.1M +$2.83M +53,295 +34%
TCIM
35
TIAA CREF Investment Management
New York
$11.1M -$77.4K -1,460 -0.7%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$11.1M – – –
WHRC
37
W.H. Reaves & Co
New Jersey
$11M +$11M +207,805 New
Renaissance Technologies
38
Renaissance Technologies
New York
$10.4M +$10.1M +190,558 +3,438%
Charles Schwab
39
Charles Schwab
California
$10M +$165K +3,109 +2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$9.76M +$24.5K +462 +0.3%
Millennium Management
41
Millennium Management
New York
$9.71M +$5.95M +112,274 +157%
BIM
42
BlackRock Investment Management
Delaware
$9M -$704K -13,276 -7%
Stifel Financial
43
Stifel Financial
Missouri
$8.57M +$3.9M +73,480 +83%
PI
44
Putnam Investments
Massachusetts
$8.2M -$111K -2,100 -1%
Morgan Stanley
45
Morgan Stanley
New York
$7.51M +$2.75M +51,934 +58%
KCM
46
Kennedy Capital Management
Missouri
$7.46M -$114K -2,146 -1%
Deutsche Bank
47
Deutsche Bank
Germany
$7.17M +$2.95M +55,591 +69%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$6.97M -$164K -3,100 -2%
WRF
49
Waddell & Reed Financial
Kansas
$6.71M -$1.94M -36,500 -22%
Legal & General Group
50
Legal & General Group
United Kingdom
$6.38M -$1.18M -22,300 -16%
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SWX Hedge Fund Activity: Q2 2014 in Review

197 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2014, worth a combined $1.93B — up 0.43% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SWX positions and 19 closed out — a net gain of 3 holders — while 71 added to existing stakes and 74 trimmed.

The largest buyer was Norges Bank, adding an estimated $21.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $20.3M sold.

  • 197 institutional investors held Southwest Gas (SWX) as of Q2 2014, up from 195 in Q1 2014.
  • Funds reported $1.93B of Southwest Gas stock for Q2 2014, up 0.43% quarter-over-quarter.
  • 22 funds opened new Southwest Gas positions in Q2 2014 and 19 closed out, a net change of +3 holders.
  • The largest Southwest Gas buyer in Q2 2014 was Norges Bank, an estimated $21.9M added.
  • The largest Southwest Gas seller in Q2 2014 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2014.