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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
Axa
101
Axa
France
$777K -$37K -700 -5%
CS
102
Credit Suisse
Switzerland
$765K -$698K -13,199 -49%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$749K +$89.9K +1,700 +15%
DIA
104
Dana Investment Advisors
Wisconsin
$738K +$95K +1,796 +16%
PI
105
PineBridge Investments
New York
$711K +$397K +7,507 +144%
ZIM
106
Zacks Investment Management
Illinois
$685K +$172K +3,258 +36%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$659K +$46.4K +877 +8%
SHA
108
Smith Hayes Advisers
Nebraska
$595K
LCP
109
Longbow Capital Partners
New York
$581K -$1.11M -20,900 -67%
PCM
110
Prelude Capital Management
New York
$581K -$143K -2,700 -21%
SO
111
STRS Ohio
Ohio
$576K +$68.8K +1,300 +14%
GC
112
Guggenheim Capital
Illinois
$572K -$20.7K -391 -4%
FT
113
Fiduciary Trust
Massachusetts
$559K
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$529K +$212 +4 +0%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$526K
AG
116
Aperio Group
California
$459K -$399K -7,539 Closed
PAM
117
Private Asset Management
California
$436K
RFC
118
Regions Financial Corp
Alabama
$410K -$26.4K -500 -6%
GAM
119
Gotham Asset Management
New York
$397K -$3.97K -75 -1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$396K +$185K +3,492 +97%
RFC
121
Russell Frank Company
Washington
$378K -$6.3M -119,089 -94%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$376K +$45.2K +855 +15%
US Bancorp
123
US Bancorp
Minnesota
$373K +$1.06K +20 +0.3%
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$342K -$6.61K -125 -2%
JIR
125
James Investment Research
Ohio
$339K -$56.2K -1,063 -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.