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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
BFEC
201
Benjamin F. Edwards & Company
Missouri
$2K – – –
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55K -$58.5K -1,066 -4%
N
203
Nuveen
North Carolina
$1.34K +$1.19M +21,625 +600%
CC
204
Carlson Capital
Texas
– -$13.8M -236,500 Closed
LM
205
Luminus Management
Texas
– -$9.49M -163,192 Closed
State of New Jersey Common Pension Fund D
206
State of New Jersey Common Pension Fund D
New Jersey
– -$2.04M -35,000 Closed
WHRC
207
W.H. Reaves & Co
New Jersey
– -$1.79M -30,800 Closed
PCM
208
Prelude Capital Management
New York
– -$1.33M -22,808 Closed
GMIM
209
General Motors Investment Management
New York
– -$920K -15,821 Closed
TI
210
Trexquant Investment
Connecticut
– -$732K -12,600 Closed
Allianz Asset Management
211
Allianz Asset Management
Germany
– -$584K -10,035 Closed
PP
212
PDT Partners
New York
– -$553K -9,503 Closed
CNB
213
City National Bank
California
– -$538K -9,238 Closed
PRCM
214
Pine River Capital Management
Minnesota
– -$470K -8,074 Closed
TCM
215
Tributary Capital Management
Nebraska
– -$465K -8,000 Closed
Creative Planning
216
Creative Planning
Kansas
– -$267K -4,593 Closed
AIP
217
Ameritas Investment Partners
Nebraska
– -$242K -4,167 Closed
MAM
218
Meeder Asset Management
Ohio
– -$216K -3,715 Closed
SCM
219
Shelton Capital Management
Colorado
– -$216K -3,709 Closed
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
– -$145K -2,500 Closed
TRCT
221
Tower Research Capital (TRC)
New York
– -$34K -581 Closed
ZB
222
Zions Bancorporation
Utah
– -$6K -100 Closed
LS
223
Lupo Securities
Illinois
– -$5K -86 Closed
Federated Hermes
224
Federated Hermes
Pennsylvania
– -$4K -61 Closed
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.