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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
GT
176
Glenmede Trust
Pennsylvania
$47K -$190K -3,588 -80%
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$42K +$7.63K +144 +22%
TFO
178
Tarbox Family Office
California
$37K – – –
QT
179
Quantbot Technologies
New York
$36K – – –
FCCM
180
First City Capital Management
Georgia
$33.4K – – –
NCM
181
Nelson Capital Management
California
$26K – – –
TAM
182
Tocqueville Asset Management
New York
$21K -$21.2K -400 -50%
DADC
183
D.A. Davidson & Co
Montana
$17K – – –
MSFP
184
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$12K +$9.76K +184 +368%
STC
186
SEI Trust Company
Pennsylvania
$10K -$25.5K -481 -72%
ATC
187
Adirondack Trust Company
New York
$8K – – –
GAM
188
Gemmer Asset Management
California
$8K – – –
TRCT
189
Tower Research Capital (TRC)
New York
$6K -$26.7K -503 -82%
DSC
190
Duncker Streett & Co
Missouri
$6K +$2.92K +55 +100%
NSIM
191
North Star Investment Management
Illinois
$5K -$2.65K -50 -33%
TWA
192
TCI Wealth Advisors
Arizona
$5K – – –
BRWM
193
B. Riley Wealth Management
Tennessee
$5K +$53 +1 +0.9%
CFA
194
Camarda Financial Advisors
Florida
$5K +$5.3K +100 New
Bessemer Group
195
Bessemer Group
New Jersey
$3K +$3.13K +59 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$2K – – –
CAW
197
Cornerstone Advisors (Washington)
Washington
$1K – – –
Adage Capital Partners
198
Adage Capital Partners
Massachusetts
– -$20.3M -380,223 Closed
American Century Companies
199
American Century Companies
Missouri
– -$16.4M -307,333 Closed
COPM
200
Charter Oak Partners Management
Connecticut
– -$2.32M -43,435 Closed
5 6 7
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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.