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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
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$320K – – –
Neuberger Berman Group
152
Neuberger Berman Group
New York
$288K +$289K +5,447 New
PP
153
Paloma Partners
Connecticut
$281K +$282K +5,327 New
WC
154
Whitney & Co
New York
$275K +$276K +5,200 New
OC
155
Oppenheimer & Co
New York
$261K -$3.08K -58 -1%
BA
156
Boston Advisors
Massachusetts
$255K -$7.95K -150 -3%
VKH
157
Virtu KCG Holdings
New York
$254K -$234K -4,406 -48%
HI
158
HBK Investments
Texas
$253K -$53K -1,000 -17%
ECM
159
ETrade Capital Management
Virginia
$252K +$144K +2,721 +133%
CWM
160
Confluence Wealth Management
Oregon
$238K +$239K +4,500 New
1SB
161
1ST Source Bank
Indiana
$235K – – –
CC
162
Carlson Capital
Texas
$227K +$228K +4,300 New
FQ
163
First Quadrant
California
$222K – – –
AIP
164
Ameritas Investment Partners
Nebraska
$220K +$9.12K +172 +4%
MCM
165
Murphy Capital Management
New Jersey
$216K – – –
VFA
166
Virtus Fund Advisers
Connecticut
$210K +$210K +3,969 New
Canada Life
167
Canada Life
Manitoba, Canada
$167K – – –
KBC Group
168
KBC Group
Belgium
$151K -$43K -811 -22%
IMS
169
Index Management Solutions
Pennsylvania
$138K +$95.9K +1,809 +223%
Creative Planning
170
Creative Planning
Kansas
$124K -$27.6K -520 -18%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$89K – – –
Federated Hermes
172
Federated Hermes
Pennsylvania
$73K -$126K -2,379 -63%
AA
173
Apriem Advisors
California
$71K – – –
CTC
174
Central Trust Company
Missouri
$54K – – –
Citigroup
175
Citigroup
New York
$51K -$799K -15,075 -94%
5 6
7
8 9

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.