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Southwest Gas

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: 182185 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OA
101
OFI Advisors
Pennsylvania
$1.04M -$61K -1,076 -6%
Allianz Asset Management
102
Allianz Asset Management
Germany
$977K -$2.44M -42,976 -73%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$930K +$87.9K +1,550 +11%
FCBT
104
First Citizens Bank & Trust
North Carolina
$917K +$1.53K +27 +0.2%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$893K -$29.8K -525 -4%
TC
106
TFS Capital
Pennsylvania
$867K -$332K -5,853 -29%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$866K +$109K +1,913 +16%
ProShare Advisors
108
ProShare Advisors
Maryland
$824K -$440K -7,763 -37%
UBS Group
109
UBS Group
Switzerland
$785K +$721K +12,705 New
ERSOT
110
Employees Retirement System of Texas
Texas
$742K -$454K -8,000 -40%
MERSOM
111
Municipal Employees' Retirement System of Michigan
Michigan
$736K
SHA
112
Smith Hayes Advisers
Nebraska
$722K -$17K -300 -3%
PA
113
Profund Advisors
Maryland
$717K +$150K +2,638 +29%
Stifel Financial
114
Stifel Financial
Missouri
$702K -$8.54M -150,567 -93%
Barclays
115
Barclays
United Kingdom
$699K -$100K -1,771 -13%
PAM
116
Panagora Asset Management
Massachusetts
$689K
SG Americas Securities
117
SG Americas Securities
New York
$676K +$412K +7,257 +198%
PI
118
PineBridge Investments
New York
$650K +$25.3K +446 +4%
AG
119
Aperio Group
California
$623K +$98.4K +1,735 +21%
FT
120
Fiduciary Trust
Massachusetts
$618K
ECM
121
ETrade Capital Management
Virginia
$614K +$81.2K +1,431 +17%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$611K -$3.01K -53 -0.5%
PAM
123
Paradigm Asset Management
New York
$587K
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$581K
CNB
125
City National Bank
California
$572K -$45.3K -799 -8%

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.