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Southwest Gas
SWX

203 hedge funds and large institutions have $1.95B invested in Southwest Gas in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

7% more funds holding

Funds holding: 190 → 203 (+13)

1.23% more ownership

Funds ownership: 77.31% → 78.54% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $2.09B → $1.95B (-$141M)

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
75
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$15.1M
2
PIM
Perkins Investment Management
Illinois
+$12.9M
3
LSV Asset Management
LSV Asset Management
Illinois
+$10.1M
4
AL
AJO LP
Pennsylvania
+$6.23M
5
UOC
UBS O'Connor
Illinois
+$5.19M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$15.9M
2
CC
Carlson Capital
Texas
-$13.8M
3
LM
Luminus Management
Texas
-$9.49M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.13M
5
PI
Putnam Investments
Massachusetts
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
176
Nelson Capital Management
California
$27K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
SIG
178
Stanford Investment Group
California
$26K – – –
BJ
179
BlackRock Japan
Japan
$25K -$77.3K -1,408 -75%
TFO
180
Tarbox Family Office
California
$19K -$19.5K -356 -50%
BCM
181
Brookstone Capital Management
Illinois
$18K +$18.1K +330 New
DADC
182
D.A. Davidson & Co
Montana
$17K – – –
MSFP
183
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
AF
184
Allworth Financial
California
$11K – – –
ATC
185
Adirondack Trust Company
New York
$8K – – –
GAM
186
Gemmer Asset Management
California
$8K – – –
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$8K – – –
W
188
Wealthfront
California
$8K +$3.95K +72 +96%
EWM
189
Evercore Wealth Management
New York
$7K +$7.52K +137 New
MFS
190
MSI Financial Services
Massachusetts
$5K -$303K -5,525 -98%
GWM
191
Gupta Wealth Management
California
$5K – – –
KCM
192
Karp Capital Management
California
$5K – – –
NSIM
193
North Star Investment Management
Illinois
$5K – – –
TC
194
Trust Company
Kansas
$5K – – –
FNBOO
195
First National Bank of Omaha
Nebraska
$4.99K – – –
AGM
196
Alpine Global Management
New York
$4K +$4.39K +80 New
QCG
197
Quadrant Capital Group
Ohio
$4K +$4.45K +81 New
DSC
198
Duncker Streett & Co
Missouri
$3K – – –
TWA
199
TCI Wealth Advisors
Arizona
$3K +$2.69K +49 New
SSB
200
Sandy Spring Bank
Maryland
$3K +$3.13K +57 New
5 6 7
8
9

SWX Hedge Fund Activity: Q2 2015 in Review

203 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2015, worth a combined $1.95B — down 6.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWX positions and 21 closed out — a net gain of 15 holders — while 75 added to existing stakes and 59 trimmed.

The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Deutsche Bank, cutting an estimated $15.9M.

  • 203 institutional investors held Southwest Gas (SWX) as of Q2 2015, up from 190 in Q1 2015.
  • Funds reported $1.95B of Southwest Gas stock for Q2 2015, down 6.8% quarter-over-quarter.
  • 36 funds opened new Southwest Gas positions in Q2 2015 and 21 closed out, a net change of +15 holders.
  • The largest Southwest Gas buyer in Q2 2015 was Ameriprise, an estimated $15.1M added.
  • The largest Southwest Gas seller in Q2 2015 was Deutsche Bank, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2015.