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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
WMSA
126
Weiss Multi-Strategy Advisers
New York
$339K +$86.7K +1,640 +37%
HIS
127
Horizon Investment Services
Indiana
$325K +$27.2K +515 +10%
BA
128
Boston Advisors
Massachusetts
$318K
CIBC Asset Management
129
CIBC Asset Management
Ontario, Canada
$280K
OC
130
Oppenheimer & Co
New York
$279K +$635 +12 +0.2%
Bessemer Group
131
Bessemer Group
New Jersey
$279K +$263K +4,980 New
ACI
132
AMP Capital Investors
Australia
$275K -$58.2K -1,100 -18%
CNB
133
City National Bank
California
$264K -$14.4K -273 -5%
ProShare Advisors
134
ProShare Advisors
Maryland
$261K -$1.39M -26,302 -85%
1SB
135
1ST Source Bank
Indiana
$255K
GT
136
Glenmede Trust
Pennsylvania
$250K -$25.6K -484 -10%
TC
137
TFS Capital
Pennsylvania
$248K -$68.9K -1,302 -23%
FQ
138
First Quadrant
California
$235K
MCM
139
Murphy Capital Management
New Jersey
$229K
AIP
140
Ameritas Investment Partners
Nebraska
$223K +$211K +3,995 New
CONA
141
Capital One National Association
New York
$218K +$206K +3,892 New
Federated Hermes
142
Federated Hermes
Pennsylvania
$216K +$167K +3,161 +450%
WAM
143
World Asset Management
Michigan
$213K -$76K -1,437 -27%
KBC Group
144
KBC Group
Belgium
$205K
Canada Life
145
Canada Life
Manitoba, Canada
$178K +$168K +3,176 New
Creative Planning
146
Creative Planning
Kansas
$160K +$26.4K +500 +21%
SG Americas Securities
147
SG Americas Securities
New York
$138K -$309K -5,847 -70%
STC
148
SEI Trust Company
Pennsylvania
$100K +$28.6K +540 +43%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$97K -$225K -4,250 -71%
AA
150
Apriem Advisors
California
$75K

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.