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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
GH
101
GAM Holding
Switzerland
$942K -$143K -2,600 -13%
LPL Financial
102
LPL Financial
California
$887K +$886K +16,132 New
FCBT
103
First Citizens Bank & Trust
North Carolina
$877K +$67.5K +1,229 +8%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$768K – – –
SCM
105
Stevens Capital Management
Pennsylvania
$768K +$421K +7,669 +113%
ARTA
106
A.R.T. Advisors
New York
$758K +$782K +14,252 New
Axa
107
Axa
France
$750K – – –
TD Asset Management
108
TD Asset Management
Ontario, Canada
$748K -$82.4K -1,500 -10%
CAM
109
Capstone Asset Management
Texas
$739K -$320K -5,830 -30%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$730K +$109K +1,985 +17%
IF
111
IRON Financial
Illinois
$653K +$674K +12,275 New
ECM
112
ETrade Capital Management
Virginia
$652K +$74.2K +1,351 +12%
ERSOT
113
Employees Retirement System of Texas
Texas
$639K – – –
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$638K -$3.7M -67,333 -85%
SHA
115
Smith Hayes Advisers
Nebraska
$612K -$4.56K -83 -0.7%
Citigroup
116
Citigroup
New York
$597K -$51.3K -935 -8%
ProShare Advisors
117
ProShare Advisors
Maryland
$590K -$203K -3,706 -25%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$590K -$157K -2,867 -21%
CSS
119
Cubist Systematic Strategies
Connecticut
$588K +$607K +11,058 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$569K +$50K +910 +9%
UBS Group
121
UBS Group
Switzerland
$561K -$21.6K -393 -4%
PA
122
Profund Advisors
Maryland
$549K -$35.5K -646 -6%
FT
123
Fiduciary Trust
Massachusetts
$532K – – –
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$516K – – –
EGM
125
Engineers Gate Manager
New York
$513K +$529K +9,637 New
3 4
5
6 7

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.