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Southwest Gas
SWX

185 hedge funds and large institutions have $2.86B invested in Southwest Gas in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $1.77B → $2.86B (+$1.09B)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 182 → 185 (+3)

0.73% less ownership

Funds ownership: 78.33% → 77.6% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

19% less call options, than puts

Call options by funds: $25K | Put options by funds: $31K

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
62
Reduced
69
Closed
16
Calls
$25K
Puts
$31K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$22.3M
2
BFA
BlackRock Fund Advisors
California
+$20.8M
3
Deutsche Bank
Deutsche Bank
Germany
+$16.1M
4
BIT
BlackRock Institutional Trust
California
+$7.92M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.71M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$11.6M
2
MAM
Magellan Asset Management
Australia
-$11.3M
3
WHRC
W.H. Reaves & Co
New Jersey
-$9.29M
4
LM
Luminus Management
Texas
-$9.07M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$5.36M +$43.5K +767 +0.9%
FNBOO
52
First National Bank of Omaha
Nebraska
$5.35M +$305K +5,373 +7%
MSA
53
Mason Street Advisors
Wisconsin
$5.33M +$10.2K +180 +0.2%
Public Employees Retirement Association of Colorado
54
Public Employees Retirement Association of Colorado
Colorado
$5.29M -$318K -5,600 -6%
RFC
55
Russell Frank Company
Washington
$5.16M -$24.6K -433 -0.5%
Citadel Advisors
56
Citadel Advisors
Florida
$5.14M +$2.06M +36,315 +77%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$5.1M -$19.6K -345 -0.4%
QI
58
QS Investors
New York
$4.68M +$4.3M +75,713 New
Wells Fargo
59
Wells Fargo
California
$4.61M -$63.3K -1,116 -1%
Renaissance Technologies
60
Renaissance Technologies
New York
$4.52M -$6.01M -106,000 -59%
BA
61
BlackRock Advisors
Delaware
$4.25M -$7.75M -136,636 -67%
SAM
62
Shell Asset Management
Netherlands
$3.64M – – –
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$3.5M +$698K +12,300 +28%
Swiss National Bank
64
Swiss National Bank
Switzerland
$3.23M +$62.4K +1,100 +2%
LCP
65
Longbow Capital Partners
New York
$3.12M +$1.76M +31,000 +159%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$2.79M -$842K -14,836 -25%
EAM
67
EULAV Asset Management
Florida
$2.76M – – –
First Trust Advisors
68
First Trust Advisors
Illinois
$2.72M +$92K +1,622 +4%
MAA
69
Managed Account Advisors
New Jersey
$2.65M -$209K -3,677 -8%
BlackRock
70
BlackRock
New York
$2.64M +$885K +15,602 +57%
Millennium Management
71
Millennium Management
New York
$2.64M -$8.91M -157,009 -79%
TPSF
72
Texas Permanent School Fund
Texas
$2.59M -$17K -300 -0.7%
N
73
Nuveen
North Carolina
$2.4M +$2.2M +38,849 New
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$2.24M -$216K -3,800 -9%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$2.22M +$677K +11,939 +50%
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3
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SWX Hedge Fund Activity: Q4 2014 in Review

185 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2014, worth a combined $2.86B — up 62% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SWX positions and 16 closed out — a net gain of 6 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.3M. The largest seller was AllianceBernstein, cutting an estimated $11.6M.

  • 185 institutional investors held Southwest Gas (SWX) as of Q4 2014, up from 182 in Q3 2014.
  • Funds reported $2.86B of Southwest Gas stock for Q4 2014, up 62% quarter-over-quarter.
  • 22 funds opened new Southwest Gas positions in Q4 2014 and 16 closed out, a net change of +6 holders.
  • The largest Southwest Gas buyer in Q4 2014 was Goldman Sachs, an estimated $22.3M added.
  • The largest Southwest Gas seller in Q4 2014 was AllianceBernstein, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2014.