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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PAM
126
Panagora Asset Management
Massachusetts
$507K – – –
PAM
127
Paradigm Asset Management
New York
$505K – – –
LA
128
Lucus Advisors
New York
$502K +$518K +9,442 New
CIC
129
Cornercap Investment Counsel
Georgia
$486K +$47.2K +860 +10%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$473K +$4.94K +90 +1%
AG
131
Aperio Group
California
$462K -$65.8K -1,198 -12%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$454K -$10.8K -197 -2%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$444K +$49.4K +900 +12%
PAM
134
Private Asset Management
California
$415K – – –
AAM
135
Advisors Asset Management
Colorado
$397K +$30.6K +557 +8%
BA
136
Boston Advisors
Massachusetts
$365K +$1.65K +30 +0.4%
PP
137
Paloma Partners
Connecticut
$362K +$373K +6,800 New
WC
138
Whitney & Co
New York
$351K +$43.9K +800 +14%
MSA
139
Mason Street Advisors
Wisconsin
$344K +$15.3K +278 +4%
US Bancorp
140
US Bancorp
Minnesota
$334K +$604 +11 +0.2%
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$319K +$329K +6,000 New
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$292K -$35K -638 -10%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$290K +$11.3K +206 +4%
PI
144
PineBridge Investments
New York
$288K -$360K -6,552 -55%
Two Sigma Investments
145
Two Sigma Investments
New York
$285K +$294K +5,347 New
Victory Capital Management
146
Victory Capital Management
Texas
$279K +$287K +5,222 New
CIM
147
Calvert Investment Management
Maryland
$268K +$276K +5,029 New
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$263K +$15.1K +275 +6%
DTL
149
Dynamic Technology Lab
Singapore
$262K +$270K +4,915 New
OC
150
Oppenheimer & Co
New York
$260K +$824 +15 +0.3%
4 5
6
7 8

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.