Southwest Gas
191 hedge funds and large institutions have $2.1B invested in Southwest Gas in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
16% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 62
3% more funds holding
Funds holding: 186 → 191 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.28% less ownership
Funds ownership: 77.6% → 77.32% (-0.28%)
6% less capital invested
Capital invested by funds: $2.23B → $2.1B (-$133M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$55.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9M |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$4.91M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.84M |
| 5 |
Millennium Management
New York
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.4M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$16.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.1M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$12M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.59M |
SWX Hedge Fund Activity: Q1 2015 in Review
191 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2015, worth a combined $2.1B — down 6% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SWX positions and 15 closed out — a net gain of 7 holders — while 72 added to existing stakes and 62 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $55.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.4M.
- 191 institutional investors held Southwest Gas (SWX) as of Q1 2015, up from 186 in Q4 2014.
- Funds reported $2.1B of Southwest Gas stock for Q1 2015, down 6% quarter-over-quarter.
- 22 funds opened new Southwest Gas positions in Q1 2015 and 15 closed out, a net change of +7 holders.
- The largest Southwest Gas buyer in Q1 2015 was Perkins Investment Management, an estimated $55.9M added.
- The largest Southwest Gas seller in Q1 2015 was T. Rowe Price Associates, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2015.