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Southwest Gas

195 hedge funds and large institutions have $1.92B invested in Southwest Gas in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

17% more funds holding

Funds holding: 166195 (+29)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

1.05% less ownership

Funds ownership: 78.38%77.34% (-1%)

5% less capital invested

Capital invested by funds: $2.03B → $1.92B (-$110M)

Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
5.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
62
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$35K +$2.42K +45 +7%
TCM
177
Tradewinds Capital Management
Washington
$34K
FCCM
178
First City Capital Management
Georgia
$33.8K +$34K +633 New
TRCT
179
Tower Research Capital (TRC)
New York
$33K +$32.8K +611 New
NCM
180
Nelson Capital Management
California
$27K
DADC
181
D.A. Davidson & Co
Montana
$17K +$17.9K +334 New
MSFP
182
Mark Sheptoff Financial Planning
Connecticut
$16K +$16.1K +300 New
MA
183
MCF Advisors
Kentucky
$11K +$54 +1 +0.5%
ATC
184
Adirondack Trust Company
New York
$8K
NSIM
185
North Star Investment Management
Illinois
$8K +$8.05K +150 New
GAM
186
Gemmer Asset Management
California
$8K +$8.43K +157 New
BRWM
187
B. Riley Wealth Management
Tennessee
$6K +$5.74K +107 New
TWA
188
TCI Wealth Advisors
Arizona
$5K
DSC
189
Duncker Streett & Co
Missouri
$3K
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$3K +$2.68K +50 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$2K +$2.04K +38 New
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.83K -$24.4K -455 -1%
CAW
193
Cornerstone Advisors (Washington)
Washington
$1K +$752 +14 New
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$966 +18 New
Walleye Trading
195
Walleye Trading
New York
$7 +$7.46K +139 New
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
-$3.47M -62,049 Closed
VAM
197
Visium Asset Management
New York
-$822K -14,689 Closed
LCP
198
Longbow Capital Partners
New York
-$581K -10,400 Closed
GAM
199
Gotham Asset Management
New York
-$397K -7,105 Closed
WMSA
200
Weiss Multi-Strategy Advisers
New York
-$339K -6,060 Closed

SWX Hedge Fund Activity: Q1 2014 in Review

195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2014, worth a combined $1.92B — down 5.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWX positions and 9 closed out — a net gain of 29 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $5.25M. The largest seller was American Century Companies, cutting an estimated $31.5M.

  • 195 institutional investors held Southwest Gas (SWX) as of Q1 2014, up from 166 in Q4 2013.
  • Funds reported $1.92B of Southwest Gas stock for Q1 2014, down 5.4% quarter-over-quarter.
  • 38 funds opened new Southwest Gas positions in Q1 2014 and 9 closed out, a net change of +29 holders.
  • The largest Southwest Gas buyer in Q1 2014 was Arrowstreet Capital, an estimated $5.25M added.
  • The largest Southwest Gas seller in Q1 2014 was American Century Companies, an estimated $31.5M sold.

Based on aggregated 13F filings for Q1 2014.