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Southwest Gas
SWX

243 hedge funds and large institutions have $2.86B invested in Southwest Gas in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $2.6B → $2.86B (+$259M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.47% less ownership

Funds ownership: 79.2% → 78.73% (-0.47%)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1% less funds holding

Funds holding: 246 → 243 (-3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
243
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
85
Reduced
92
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Scopia Capital Management
New York
+$91.9M
2
BFA
BlackRock Fund Advisors
California
+$23.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18M
5
Prudential Financial
Prudential Financial
New Jersey
+$17.2M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
-$35.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$27M
3
BC
Brookfield Corp
Ontario, Canada
-$22.7M
4
SCM
Sterling Capital Management
North Carolina
-$22.6M
5
Macquarie Group
Macquarie Group
Australia
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$3.82M -$83.7K -1,159 -2%
PAM
77
Panagora Asset Management
Massachusetts
$3.71M +$856K +11,859 +32%
SAM
78
Shell Asset Management
Netherlands
$3.6M -$30.3K -420 -0.9%
EAM
79
EULAV Asset Management
Florida
$3.19M – – –
Millennium Management
80
Millennium Management
New York
$2.85M -$11.8M -163,542 -81%
MAM
81
Magellan Asset Management
Australia
$2.85M +$126K +1,741 +5%
MOACM
82
Mutual of America Capital Management
New York
$2.77M +$6.79K +94 +0.3%
Comerica Bank
83
Comerica Bank
Texas
$2.74M +$148K +2,051 +6%
Bessemer Group
84
Bessemer Group
New Jersey
$2.7M +$72.2K +1,000 +3%
MC
85
Menta Capital
California
$2.69M -$1.3K -18 -0.1%
DIA
86
Dana Investment Advisors
Wisconsin
$2.69M +$888K +12,299 +54%
TPSF
87
Texas Permanent School Fund
Texas
$2.65M -$111K -1,540 -4%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$2.6M -$2.3M -31,851 -48%
Verition Fund Management
89
Verition Fund Management
Connecticut
$2.42M -$533K -7,379 -19%
MAM
90
Meeder Asset Management
Ohio
$2.24M -$739K -10,235 -26%
UBS AM
91
UBS AM
Illinois
$2.12M -$686K -9,506 -26%
UBS Group
92
UBS Group
Switzerland
$2.07M +$1.12M +15,542 +136%
Canada Life
93
Canada Life
Manitoba, Canada
$2.06M -$48.9K -677 -2%
ZIG
94
Zurich Insurance Group
Switzerland
$2M – – –
Federated Hermes
95
Federated Hermes
Pennsylvania
$1.97M +$11.6K +161 +0.6%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$1.96M -$123K -1,700 -6%
SG Americas Securities
97
SG Americas Securities
New York
$1.9M +$1.08M +14,974 +152%
First Trust Advisors
98
First Trust Advisors
Illinois
$1.88M +$204K +2,824 +13%
TCM
99
Tributary Capital Management
Nebraska
$1.83M -$115K -1,600 -6%
SFM
100
Systematic Financial Management
New Jersey
$1.76M +$13.4K +185 +0.8%
2 3
4
5 6

SWX Hedge Fund Activity: Q4 2016 in Review

243 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2016, worth a combined $2.86B — up 10% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SWX positions and 32 closed out — a net gain of 1 holder — while 85 added to existing stakes and 92 trimmed.

The largest buyer was Scopia Capital Management, opening a new position worth an estimated $91.9M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $35.4M sold.

  • 243 institutional investors held Southwest Gas (SWX) as of Q4 2016, down from 246 in Q3 2016.
  • Funds reported $2.86B of Southwest Gas stock for Q4 2016, up 10% quarter-over-quarter.
  • 33 funds opened new Southwest Gas positions in Q4 2016 and 32 closed out, a net change of +1 holder.
  • The largest Southwest Gas buyer in Q4 2016 was Scopia Capital Management, an estimated $91.9M added.
  • The largest Southwest Gas seller in Q4 2016 was Frontier Capital Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2016.