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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
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$2.1M +$11.5K +217 +0.6%
ASRS
77
Arizona State Retirement System
Arizona
$2.06M -$243K -4,600 -11%
First Trust Advisors
78
First Trust Advisors
Illinois
$2M +$517K +9,782 +38%
Citigroup
79
Citigroup
New York
$2M +$1.13M +21,431 +149%
AIG
80
American International Group
New York
$1.98M +$15.7K +296 +0.8%
SONJCPFA
81
State of New Jersey Common Pension Fund A
New Jersey
$1.96M
MAA
82
Managed Account Advisors
New Jersey
$1.93M +$363K +6,865 +25%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$1.9M -$74K -1,400 -4%
BlackRock
84
BlackRock
New York
$1.85M +$115K +2,174 +7%
ZCM
85
Zebra Capital Management
Connecticut
$1.71M +$206K +3,892 +15%
PA
86
Profund Advisors
Maryland
$1.66M -$119K -2,242 -7%
N
87
Nuveen
North Carolina
$1.5M -$1.75M -33,094 -55%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$1.2M +$1.13M +21,400 New
Barclays
89
Barclays
United Kingdom
$1.16M -$1.05M -19,825 -48%
UBS AM
90
UBS AM
Illinois
$1.1M +$201K +3,800 +24%
GMIM
91
General Motors Investment Management
New York
$1.03M
CAM
92
Capstone Asset Management
Texas
$1.01M -$162K -3,054 -14%
SB
93
Suntrust Banks
Georgia
$1.01M -$18.5K -350 -2%
SCM
94
Sterling Capital Management
North Carolina
$891K +$120K +2,269 +17%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$845K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$844K +$6.4K +121 +0.8%
NAM
97
Nexus Asset Management
New York
$839K +$793K +15,000 New
U
98
UBS
Switzerland
$832K -$291K -5,496 -27%
VAM
99
Visium Asset Management
New York
$822K +$777K +14,689 New
OA
100
OFI Advisors
Pennsylvania
$817K +$101K +1,910 +15%

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.