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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
PPA
51
Parametric Portfolio Associates
Washington
$4.74M +$274K +5,187 +7%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.69M +$31.7K +600 +0.7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$4.58M +$3.16M +59,656 +267%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$4.47M +$507K +9,590 +14%
Wells Fargo
55
Wells Fargo
California
$4.18M -$692K -13,080 -15%
Deutsche Bank
56
Deutsche Bank
Germany
$3.98M -$6.17M -116,695 -62%
Morgan Stanley
57
Morgan Stanley
New York
$3.54M -$2.76M -52,186 -45%
BG
58
BlackRock Group
United Kingdom
$3.5M -$1.62M -30,644 -33%
Comerica Bank
59
Comerica Bank
Texas
$3.5M -$152K -2,869 -4%
FNBOO
60
First National Bank of Omaha
Nebraska
$3.49M +$439K +8,293 +15%
BNP Paribas Asset Management
61
BNP Paribas Asset Management
France
$3.47M +$69.9K +1,322 +2%
SAM
62
Shell Asset Management
Netherlands
$3.03M +$463K +8,752 +19%
Renaissance Technologies
63
Renaissance Technologies
New York
$2.92M -$3.81M -72,000 -58%
MAM
64
Martingale Asset Management
Massachusetts
$2.88M -$27K -511 -1%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$2.74M
TPSF
66
Texas Permanent School Fund
Texas
$2.73M -$15.8K -298 -0.6%
Bank of America
67
Bank of America
North Carolina
$2.68M +$21.9K +414 +0.9%
CM
68
CS McKee
Pennsylvania
$2.66M -$719K -13,600 -22%
EAM
69
EULAV Asset Management
Florida
$2.49M +$159K +3,000 +7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$2.48M -$124K -2,350 -5%
Swiss National Bank
71
Swiss National Bank
Switzerland
$2.44M +$15.9K +300 +0.7%
COPM
72
Charter Oak Partners Management
Connecticut
$2.43M -$7.78K -147 -0.3%
ERSOT
73
Employees Retirement System of Texas
Texas
$2.21M
PCM
74
Piermont Capital Management
Missouri
$2.2M +$2.08M +39,360 New
PAM
75
Panagora Asset Management
Massachusetts
$2.12M -$47.6K -900 -2%

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.