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Southwest Gas
SWX

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: 173 → 166 (-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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$44.6M
2
American Century Companies
American Century Companies
Missouri
+$12.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9M
4
Ameriprise
Ameriprise
Minnesota
+$10.4M
5
MSA
Mason Street Advisors
Wisconsin
+$6.17M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$20.2M
2
BIT
BlackRock Institutional Trust
California
-$8.2M
3
RFC
Russell Frank Company
Washington
-$6.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.17M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$67K – – –
CTC
152
Central Trust Company
Missouri
$58K – – –
TFO
153
Tarbox Family Office
California
$51K +$48.4K +916 New
WCM
154
Windsor Capital Management
Arizona
$45K – – –
TAM
155
Tocqueville Asset Management
New York
$45K +$42.3K +800 New
TCM
156
Tradewinds Capital Management
Washington
$36K +$34K +642 New
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$34K +$740 +14 +2%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$33.5K -$644K -12,173 -95%
NCM
159
Nelson Capital Management
California
$28K – – –
BC
160
Blackhill Capital
New Jersey
$28K +$26.4K +500 New
PTCG
161
Pring Turner Capital Group
California
$28K +$26.4K +500 New
ECM
162
ETrade Capital Management
Virginia
$25K +$5.02K +95 +28%
MA
163
MCF Advisors
Kentucky
$11K +$106 +2 +1%
ATC
164
Adirondack Trust Company
New York
$8K – – –
TWA
165
TCI Wealth Advisors
Arizona
$6K – – –
DSC
166
Duncker Streett & Co
Missouri
$3K – – –
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.94K +$105K +1,979 +6%
Jacobs Levy Equity Management
168
Jacobs Levy Equity Management
New Jersey
– -$3.38M -67,572 Closed
LM
169
Luminus Management
Texas
– -$3.1M -62,005 Closed
MF
170
Magnetar Financial
Illinois
– -$1.98M -39,632 Closed
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
– -$1.58M -31,626 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– -$1.27M -25,418 Closed
NAP
173
New Amsterdam Partners
New York
– -$987K -19,738 Closed
Fisher Asset Management
174
Fisher Asset Management
Washington
– -$563K -11,265 Closed
PP
175
PDT Partners
New York
– -$384K -7,674 Closed
4 5 6
7
8

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.