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Southwest Gas
SWX

173 hedge funds and large institutions have $1.79B invested in Southwest Gas in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$160M)

0.95% more ownership

Funds ownership: 76.24% → 77.19% (+0.95%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 177 → 173 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
68
Reduced
55
Closed
20
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$2K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$31.7M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$24M
3
Goldman Sachs
Goldman Sachs
New York
+$10.5M
4
BFA
BlackRock Fund Advisors
California
+$10.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$5.66M

Top Sellers

1
LM
Luminus Management
Texas
-$18.8M
2
BA
BlackRock Advisors
Delaware
-$12.1M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$9.89M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.09M
5
Morgan Stanley
Morgan Stanley
New York
-$6.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.57M +$1.16M +23,900 +27%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$5.43M – – –
BG
53
BlackRock Group
United Kingdom
$4.67M +$2.21M +45,559 +95%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$4.48M -$60.5K -1,248 -1%
Wells Fargo
55
Wells Fargo
California
$4.4M +$7.18K +148 +0.2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.17M +$125K +2,574 +3%
PPA
57
Parametric Portfolio Associates
Washington
$3.98M +$273K +5,637 +8%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$3.52M +$311K +6,419 +10%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$3.38M +$17.5K +360 +0.5%
Comerica Bank
60
Comerica Bank
Texas
$3.27M +$85.6K +1,764 +3%
LM
61
Luminus Management
Texas
$3.1M -$18.8M -388,335 -86%
CM
62
CS McKee
Pennsylvania
$3.06M -$53.4K -1,100 -2%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$3.04M -$975K -20,100 -25%
N
64
Nuveen
North Carolina
$3M -$6.06M -124,901 -68%
ZCM
65
Ziegler Capital Management
Illinois
$2.84M +$1.31M +27,028 +91%
FNBOO
66
First National Bank of Omaha
Nebraska
$2.71M +$2.63M +54,125 New
MAM
67
Martingale Asset Management
Massachusetts
$2.6M -$14.9K -307 -0.6%
TPSF
68
Texas Permanent School Fund
Texas
$2.45M -$140K -2,884 -6%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$2.45M +$2.38M +49,000 New
Bank of America
70
Bank of America
North Carolina
$2.38M -$110K -2,272 -5%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$2.34M – – –
SAM
72
Shell Asset Management
Netherlands
$2.27M – – –
COPM
73
Charter Oak Partners Management
Connecticut
$2.18M – – –
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.17M -$189K -3,900 -8%
EAM
75
EULAV Asset Management
Florida
$2.08M +$194K +4,000 +11%
1 2
3
4 5

SWX Hedge Fund Activity: Q3 2013 in Review

173 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2013, worth a combined $1.79B — up 9.8% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SWX and 19 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 68 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $31.7M. The largest seller was Luminus Management, cutting an estimated $18.8M.

  • 173 institutional investors held Southwest Gas (SWX) as of Q3 2013, down from 177 in Q2 2013.
  • Funds reported $1.79B of Southwest Gas stock for Q3 2013, up 9.8% quarter-over-quarter.
  • 19 funds opened new Southwest Gas positions in Q3 2013 and 20 closed out, a net change of -1 holder.
  • The largest Southwest Gas buyer in Q3 2013 was American Century Companies, an estimated $31.7M added.
  • The largest Southwest Gas seller in Q3 2013 was Luminus Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2013.