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Southwest Gas

243 hedge funds and large institutions have $2.86B invested in Southwest Gas in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$259M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.47% less ownership

Funds ownership: 79.2%78.73% (-0.47%)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1% less funds holding

Funds holding: 246243 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
85
Reduced
92
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$27.8M +$2M +27,774 +8%
Prudential Financial
27
Prudential Financial
New Jersey
$27.1M +$17.2M +238,441 +206%
HAI
28
Hennessy Advisors Inc
California
$26.9M -$1.84M -25,500 -7%
Morgan Stanley
29
Morgan Stanley
New York
$25.8M +$12.7M +176,097 +109%
BIM
30
BlackRock Investment Management
Delaware
$25.3M +$1.54M +21,390 +7%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$25M +$4.37M +60,510 +23%
American Century Companies
32
American Century Companies
Missouri
$24.9M -$20.5M -284,580 -47%
Victory Capital Management
33
Victory Capital Management
Texas
$22.5M -$493K -6,836 -2%
CRM
34
Cramer Rosenthal McGlynn
Connecticut
$21.1M -$2.55M -35,355 -11%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$20M +$35.9K +498 +0.2%
Axa
36
Axa
France
$18.7M -$3.9M -54,100 -18%
N
37
Nuveen
North Carolina
$18.4M +$11.5M +159,816 +199%
TCIM
38
TIAA CREF Investment Management
New York
$18M -$14.9K -206 -0.1%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$15M +$6.39M +88,500 +83%
Legal & General Group
40
Legal & General Group
United Kingdom
$11.9M +$944K +13,077 +9%
NFA
41
Nationwide Fund Advisors
Ohio
$11.7M +$287K +3,983 +3%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$11.3M -$585K -8,100 -5%
LSV Asset Management
43
LSV Asset Management
Illinois
$11.3M -$484K -6,700 -4%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$10.8M +$10.1M +140,607 New
PPA
45
Parametric Portfolio Associates
Washington
$10M -$427K -5,920 -4%
GC
46
Guggenheim Capital
Illinois
$9.75M +$6.18M +85,664 +206%
NI
47
Numeric Investors
Massachusetts
$9.65M -$1.44M -20,000 -14%
BA
48
BlackRock Advisors
Delaware
$9.28M +$1.87M +25,902 +27%
AIG
49
American International Group
New York
$9M -$9.46K -131 -0.1%
Wells Fargo
50
Wells Fargo
California
$8.79M +$2.81M +38,897 +51%

SWX Hedge Fund Activity: Q4 2016 in Review

243 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2016, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SWX positions and 32 closed out — a net gain of 1 holder — while 85 added to existing stakes and 92 trimmed.

The largest buyer was Scopia Capital Management, opening a new position worth an estimated $91.9M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $35.4M sold.

  • 243 institutional investors held Southwest Gas (SWX) as of Q4 2016, down from 246 in Q3 2016.
  • Funds reported $2.86B of Southwest Gas stock for Q4 2016, up 10% quarter-over-quarter.
  • 33 funds opened new Southwest Gas positions in Q4 2016 and 32 closed out, a net change of +1 holder.
  • The largest Southwest Gas buyer in Q4 2016 was Scopia Capital Management, an estimated $91.9M added.
  • The largest Southwest Gas seller in Q4 2016 was Frontier Capital Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2016.