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Southwest Gas

173 hedge funds and large institutions have $1.79B invested in Southwest Gas in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$160M)

0.95% more ownership

Funds ownership: 76.24%77.19% (+0.95%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 177173 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
68
Reduced
55
Closed
20
Calls
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
151
KBC Group
Belgium
$184K +$10.3K +213 +6%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$179K +$174K +3,588 New
TRCT
153
Tower Research Capital (TRC)
New York
$127K +$121K +2,502 +5,439%
Creative Planning
154
Creative Planning
Kansas
$118K +$47.9K +988 +72%
Credit Agricole
155
Credit Agricole
France
$93K +$90.2K +1,860 New
AA
156
Apriem Advisors
California
$67K
STC
157
SEI Trust Company
Pennsylvania
$62K +$60.5K +1,248 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$60K
CTC
159
Central Trust Company
Missouri
$52K +$50K +1,030 New
WCM
160
Windsor Capital Management
Arizona
$40K
Federated Hermes
161
Federated Hermes
Pennsylvania
$35K -$47K -970 -58%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$30K
Jones Financial Companies
163
Jones Financial Companies
Missouri
$30K +$29.1K +600 New
NCM
164
Nelson Capital Management
California
$25K
RFA
165
Reilly Financial Advisors
California
$20K +$19.4K +400 New
ECM
166
ETrade Capital Management
Virginia
$17K +$1.36K +28 +9%
MFS
167
MSI Financial Services
Massachusetts
$14K +$13.4K +276 New
MA
168
MCF Advisors
Kentucky
$10K +$49 +1 +0.5%
ATC
169
Adirondack Trust Company
New York
$8K
Group One Trading
170
Group One Trading
Illinois
$5K -$4.85K -100 -50%
TWA
171
TCI Wealth Advisors
Arizona
$5K
DSC
172
Duncker Streett & Co
Missouri
$3K
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64K
TAM
174
THB Asset Management
Connecticut
-$4.43M -94,740 Closed
BMCMI
175
Bryn Mawr Capital Management Inc
Pennsylvania
-$1.86M -39,794 Closed

SWX Hedge Fund Activity: Q3 2013 in Review

173 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2013, worth a combined $1.79B — up 9.8% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SWX and 19 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 68 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $31.7M. The largest seller was Luminus Management, cutting an estimated $18.8M.

  • 173 institutional investors held Southwest Gas (SWX) as of Q3 2013, down from 177 in Q2 2013.
  • Funds reported $1.79B of Southwest Gas stock for Q3 2013, up 9.8% quarter-over-quarter.
  • 19 funds opened new Southwest Gas positions in Q3 2013 and 20 closed out, a net change of -1 holder.
  • The largest Southwest Gas buyer in Q3 2013 was American Century Companies, an estimated $31.7M added.
  • The largest Southwest Gas seller in Q3 2013 was Luminus Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2013.