Southwest Gas
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$44.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$12.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.4M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$6.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20.2M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$8.2M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$6.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.17M |
| 5 |
Renaissance Technologies
New York
|
-$3.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Millennium Management
New York
| – | -$324K | -6,487 | Closed |
|
177
Jane Street
New York
| – | -$297K | -5,948 | Closed |
|
|
GC
178
Globeflex Capital
San Diego,
California
| – | -$296K | -5,924 | Closed |
|
|
TRCT
179
Tower Research Capital (TRC)
New York
| – | -$127K | -2,548 | Closed |
|
180
Credit Agricole
Montrouge Cedex,
France
| – | -$93K | -1,860 | Closed |
|
181
Jones Financial Companies
Des Peres,
Missouri
| – | -$30K | -600 | Closed |
|
|
RFA
182
Reilly Financial Advisors
La Mesa,
California
| – | -$20K | -400 | Closed |
|
|
MFS
183
MSI Financial Services
Springfield,
Massachusetts
| – | -$14K | -276 | Closed |
|
184
Group One Trading
Chicago,
Illinois
| – | -$5K | -100 | Closed |
|
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.