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Southwest Gas
SWX

242 hedge funds and large institutions have $3.14B invested in Southwest Gas in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more capital invested

Capital invested by funds: $2.5B → $3.14B (+$640M)

10% more funds holding

Funds holding: 220 → 242 (+22)

3.28% more ownership

Funds ownership: 80.82% → 84.09% (+3.3%)

10% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 83

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
40
Increased
75
Reduced
83
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$112M
2
State Street
State Street
Massachusetts
+$35.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$24.8M
4
BIT
BlackRock Institutional Trust
California
+$21.7M
5
American Century Companies
American Century Companies
Missouri
+$13M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$45.3M
2
PIM
Perkins Investment Management
Illinois
-$30.4M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$30.1M
4
Goldman Sachs
Goldman Sachs
New York
-$13.4M
5
Principal Financial Group
Principal Financial Group
Iowa
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$2.07M +$1.07M +15,548 +144%
ZIG
102
Zurich Insurance Group
Switzerland
$2.05M – – –
TCM
103
Tributary Capital Management
Nebraska
$2M -$339K -4,900 -16%
SFM
104
Systematic Financial Management
New Jersey
$1.99M -$113K -1,635 -6%
ASRS
105
Arizona State Retirement System
Arizona
$1.94M +$20.7K +300 +1%
N
106
Nuveen
North Carolina
$1.77M -$751K -10,876 -33%
MSA
107
Mason Street Advisors
Wisconsin
$1.73M +$931K +13,474 +160%
CCM
108
Century Capital Management
Massachusetts
$1.72M – – –
WI
109
WBI Investments
New Jersey
$1.71M +$1.5M +21,702 New
SO
110
STRS Ohio
Ohio
$1.68M +$117K +1,700 +9%
SOMRS
111
State of Michigan Retirement System
Michigan
$1.5M +$1.31M +19,000 New
ACI
112
AMP Capital Investors
Australia
$1.46M -$437K -6,325 -25%
SAM
113
Sawgrass Asset Management
Florida
$1.4M +$1.23M +17,810 New
GS
114
GAM Systematic
United Kingdom
$1.3M +$216K +3,130 +23%
PA
115
Profund Advisors
Maryland
$1.23M -$295K -4,274 -21%
Citigroup
116
Citigroup
New York
$1.23M -$3.92M -56,758 -78%
CAM
117
Capstone Asset Management
Texas
$1.17M +$56K +810 +6%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$1.16M -$104K -1,500 -9%
MERSOM
119
Municipal Employees' Retirement System of Michigan
Michigan
$1.15M +$19.3K +280 +2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$1.14M -$407K -5,894 -29%
WHRC
121
W.H. Reaves & Co
New Jersey
$1.1M -$622K -9,000 -39%
EA
122
Emerald Acquisition
Washington
$1.09M +$957K +13,855 New
ECM
123
ETrade Capital Management
Virginia
$1.07M -$76.3K -1,104 -8%
MC
124
Menta Capital
California
$1.03M +$905K +13,100 New
Two Sigma Advisers
125
Two Sigma Advisers
New York
$1.03M +$905K +13,100 New
3 4
5
6 7

SWX Hedge Fund Activity: Q2 2016 in Review

242 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2016, worth a combined $3.14B — up 26% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SWX positions and 15 closed out — a net gain of 25 holders — while 75 added to existing stakes and 83 trimmed.

The largest buyer was Macquarie Group, adding an estimated $112M. The largest seller was BlackRock Fund Advisors, cutting an estimated $45.3M.

  • 242 institutional investors held Southwest Gas (SWX) as of Q2 2016, up from 220 in Q1 2016.
  • Funds reported $3.14B of Southwest Gas stock for Q2 2016, up 26% quarter-over-quarter.
  • 40 funds opened new Southwest Gas positions in Q2 2016 and 15 closed out, a net change of +25 holders.
  • The largest Southwest Gas buyer in Q2 2016 was Macquarie Group, an estimated $112M added.
  • The largest Southwest Gas seller in Q2 2016 was BlackRock Fund Advisors, an estimated $45.3M sold.

Based on aggregated 13F filings for Q2 2016.