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Southwest Gas
SWX

203 hedge funds and large institutions have $1.95B invested in Southwest Gas in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

7% more funds holding

Funds holding: 190 → 203 (+13)

1.23% more ownership

Funds ownership: 77.31% → 78.54% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $2.09B → $1.95B (-$141M)

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
75
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$15.1M
2
PIM
Perkins Investment Management
Illinois
+$12.9M
3
LSV Asset Management
LSV Asset Management
Illinois
+$10.1M
4
AL
AJO LP
Pennsylvania
+$6.23M
5
UOC
UBS O'Connor
Illinois
+$5.19M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$15.9M
2
CC
Carlson Capital
Texas
-$13.8M
3
LM
Luminus Management
Texas
-$9.49M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.13M
5
PI
Putnam Investments
Massachusetts
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
51
Putnam Investments
Massachusetts
$4.65M -$3.86M -70,260 -45%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.55M +$21.6K +393 +0.5%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$4.45M -$82.9K -1,510 -2%
MAA
54
Managed Account Advisors
New Jersey
$4.35M -$123K -2,243 -3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.34M +$1.66M +30,285 +59%
NFA
56
Nationwide Fund Advisors
Ohio
$4.27M -$926K -16,860 -17%
GC
57
Guggenheim Capital
Illinois
$4.11M +$2.52M +45,854 +146%
RFC
58
Russell Frank Company
Washington
$4.08M +$412K +7,504 +11%
QI
59
QS Investors
New York
$4.03M – – –
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.85M -$867K -15,800 -18%
BC
61
Brookfield Corp
Ontario, Canada
$3.68M +$3.79M +69,100 New
Renaissance Technologies
62
Renaissance Technologies
New York
$3.53M +$1.11M +20,200 +44%
GAM
63
Gotham Asset Management
New York
$3.27M +$3.38M +61,527 New
SAM
64
Shell Asset Management
Netherlands
$2.99M -$143K -2,596 -4%
LCP
65
Longbow Capital Partners
New York
$2.93M -$2.21M -40,164 -42%
Swiss National Bank
66
Swiss National Bank
Switzerland
$2.86M +$60.4K +1,100 +2%
CIP
67
Convergence Investment Partners
Florida
$2.77M +$2.37M +43,164 +491%
Citadel Advisors
68
Citadel Advisors
Florida
$2.6M -$685K -12,468 -20%
SFM
69
Systematic Financial Management
New Jersey
$2.52M +$284K +5,180 +12%
Stifel Financial
70
Stifel Financial
Missouri
$2.51M +$2.16M +39,421 +345%
EAM
71
EULAV Asset Management
Florida
$2.37M – – –
HSBC Holdings
72
HSBC Holdings
United Kingdom
$2.29M +$2.37M +43,139 New
VOYA Investment Management
73
VOYA Investment Management
Georgia
$2.27M -$40.6K -740 -2%
CS
74
Credit Suisse
Switzerland
$2.22M +$895K +16,300 +64%
TPSF
75
Texas Permanent School Fund
Texas
$2.12M -$118K -2,154 -5%
1 2
3
4 5

SWX Hedge Fund Activity: Q2 2015 in Review

203 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2015, worth a combined $1.95B — down 6.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 21 closed out — a net gain of 15 holders — while 75 added to existing stakes and 59 trimmed.

The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Deutsche Bank, cutting an estimated $15.9M.

  • 203 institutional investors held Southwest Gas (SWX) as of Q2 2015, up from 190 in Q1 2015.
  • Funds reported $1.95B of Southwest Gas stock for Q2 2015, down 6.8% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q2 2015 and 21 closed out, a net change of +15 holders.
  • The largest Southwest Gas buyer in Q2 2015 was Ameriprise, an estimated $15.1M added.
  • The largest Southwest Gas seller in Q2 2015 was Deutsche Bank, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2015.