Southwest Gas
206 hedge funds and large institutions have $2.06B invested in Southwest Gas in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 20 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 65
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0.3% more ownership
Funds ownership: 79.2% → 79.5% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 207 → 206 (-1)
5% less capital invested
Capital invested by funds: $2.16B → $2.06B (-$104M)
20% less call options, than puts
Call options by funds: $4K | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.2M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$16.6M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$14.6M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$14.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$47.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.9M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$14.2M |
| 4 |
TA
Teachers Advisors
New York
|
-$5.79M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$5.3M |
SWX Hedge Fund Activity: Q4 2015 in Review
206 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2015, worth a combined $2.06B — down 4.8% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SWX positions and 20 closed out — a net gain of 1 holder — while 83 added to existing stakes and 65 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $18.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.5M.
- 206 institutional investors held Southwest Gas (SWX) as of Q4 2015, down from 207 in Q3 2015.
- Funds reported $2.06B of Southwest Gas stock for Q4 2015, down 4.8% quarter-over-quarter.
- 21 funds opened new Southwest Gas positions in Q4 2015 and 20 closed out, a net change of +1 holder.
- The largest Southwest Gas buyer in Q4 2015 was Fidelity Investments, an estimated $18.2M added.
- The largest Southwest Gas seller in Q4 2015 was T. Rowe Price Associates, an estimated $47.5M sold.
Based on aggregated 13F filings for Q4 2015.