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Southwest Gas
SWX

197 hedge funds and large institutions have $1.93B invested in Southwest Gas in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1.21% more ownership

Funds ownership: 77.34% → 78.55% (+1.2%)

1% more funds holding

Funds holding: 195 → 197 (+2)

0% more capital invested

Capital invested by funds: $1.92B → $1.93B (+$8.25M)

4% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 74

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
71
Reduced
74
Closed
19
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$21.9M
2
LM
Luminus Management
Texas
+$13M
3
PIM
Perkins Investment Management
Illinois
+$12.4M
4
WHRC
W.H. Reaves & Co
New Jersey
+$11M
5
Renaissance Technologies
Renaissance Technologies
New York
+$10.1M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.3M
2
Goldman Sachs
Goldman Sachs
New York
-$17M
3
American Century Companies
American Century Companies
Missouri
-$16.4M
4
TA
Teachers Advisors
New York
-$8.38M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
126
Smith Hayes Advisers
Nebraska
$632K +$70.3K +1,325 +12%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$631K +$1.06K +20 +0.2%
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$607K +$15.9K +300 +3%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$594K +$111K +2,102 +23%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$586K -$170K -3,200 -22%
SO
131
STRS Ohio
Ohio
$586K +$42.4K +800 +8%
CNB
132
City National Bank
California
$530K +$282K +5,317 +113%
FT
133
Fiduciary Trust
Massachusetts
$528K – – –
LCP
134
Longbow Capital Partners
New York
$528K +$530K +10,000 New
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$525K +$530 +10 +0.1%
NBC
136
Neuberger Berman Canada
Ontario, Canada
$517K -$154K -2,900 -23%
GCP
137
GSA Capital Partners
United Kingdom
$516K +$244K +4,600 +89%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$496K – – –
BMCMI
139
Bryn Mawr Capital Management Inc
Pennsylvania
$491K +$493K +9,300 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$480K +$304K +5,733 +171%
PCM
141
Prelude Capital Management
New York
$467K +$144K +2,711 +44%
AG
142
Aperio Group
California
$440K +$1.43K +27 +0.3%
PAM
143
Private Asset Management
California
$412K – – –
PI
144
PineBridge Investments
New York
$378K -$235K -4,424 -38%
RFC
145
Regions Financial Corp
Alabama
$371K – – –
JIR
146
James Investment Research
Ohio
$357K +$37.4K +705 +12%
US Bancorp
147
US Bancorp
Minnesota
$345K -$6.63K -125 -2%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$329K +$22.6K +426 +7%
CSS
149
Cubist Systematic Strategies
Connecticut
$328K +$329K +6,211 New
JIM
150
Jupiter Investment Management
United Kingdom
$324K -$470K -8,862 -59%
4 5
6
7 8

SWX Hedge Fund Activity: Q2 2014 in Review

197 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2014, worth a combined $1.93B — up 0.43% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SWX positions and 19 closed out — a net gain of 3 holders — while 71 added to existing stakes and 74 trimmed.

The largest buyer was Norges Bank, adding an estimated $21.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $20.3M sold.

  • 197 institutional investors held Southwest Gas (SWX) as of Q2 2014, up from 195 in Q1 2014.
  • Funds reported $1.93B of Southwest Gas stock for Q2 2014, up 0.43% quarter-over-quarter.
  • 22 funds opened new Southwest Gas positions in Q2 2014 and 19 closed out, a net change of +3 holders.
  • The largest Southwest Gas buyer in Q2 2014 was Norges Bank, an estimated $21.9M added.
  • The largest Southwest Gas seller in Q2 2014 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2014.