We are live on ! Find out more
SWX icon

Southwest Gas

185 hedge funds and large institutions have $2.86B invested in Southwest Gas in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $1.77B → $2.86B (+$1.09B)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 182185 (+3)

0.73% less ownership

Funds ownership: 78.33%77.6% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

19% less call options, than puts

Call options by funds: $25K | Put options by funds: $31K

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
62
Reduced
69
Closed
16
Calls
$25K
Puts
$31K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
NCCM
151
Nine Chapters Capital Management
New Jersey
$216K +$199K +3,500 New
Two Sigma Advisers
152
Two Sigma Advisers
New York
$213K +$196K +3,451 New
BA
153
Boston Advisors
Massachusetts
$202K +$185K +3,267 New
Canada Life
154
Canada Life
Manitoba, Canada
$196K
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$157K +$78.9K +1,390 +125%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$86K -$15.3K -269 -16%
AA
157
Apriem Advisors
California
$83K
CTC
158
Central Trust Company
Missouri
$82K -$1.3K -23 -2%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$82K +$58.5K +1,031 +354%
NPC
160
National Planning Corporation
California
$65.4K +$61K +1,076 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$60K -$7.38K -130 -12%
SEI Investments
162
SEI Investments
Pennsylvania
$56K +$51K +899 New
GT
163
Glenmede Trust
Pennsylvania
$49K
GGPS
164
Gary Goldberg Planning Services
New York
$48K -$10.9K -192 -20%
TFO
165
Tarbox Family Office
California
$44K
FCCM
166
First City Capital Management
Georgia
$39.1K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$33K +$1.82K +32 +6%
NCM
168
Nelson Capital Management
California
$31K
SIG
169
Stanford Investment Group
California
$30K +$27.9K +492 New
DADC
170
D.A. Davidson & Co
Montana
$20K
MSFP
171
Mark Sheptoff Financial Planning
Connecticut
$19K
HMS
172
Hanseatic Management Services
New Mexico
$18K +$16.6K +293 New
RC
173
RegentAtlantic Capital
New Jersey
$10.3K +$9.47K +167 New
GAM
174
Gemmer Asset Management
California
$10K
ATC
175
Adirondack Trust Company
New York
$9K

SWX Hedge Fund Activity: Q4 2014 in Review

185 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2014, worth a combined $2.86B — up 62% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SWX positions and 16 closed out — a net gain of 6 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.3M. The largest seller was AllianceBernstein, cutting an estimated $11.6M.

  • 185 institutional investors held Southwest Gas (SWX) as of Q4 2014, up from 182 in Q3 2014.
  • Funds reported $2.86B of Southwest Gas stock for Q4 2014, up 62% quarter-over-quarter.
  • 22 funds opened new Southwest Gas positions in Q4 2014 and 16 closed out, a net change of +6 holders.
  • The largest Southwest Gas buyer in Q4 2014 was Goldman Sachs, an estimated $22.3M added.
  • The largest Southwest Gas seller in Q4 2014 was AllianceBernstein, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2014.