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Southwest Airlines
LUV

Overview Fund Activity

505 hedge funds and large institutions have $10.8B invested in Southwest Airlines in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 144 increasing their positions, 205 reducing their positions, and 31 closing their positions.

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
14.67%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
87
Increased
144
Reduced
205
Closed
31
Calls
$32.9M
Puts
$17.1M
Net Calls
+$15.8M
Net Calls Change
-$19M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$123M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
PCM
3
PAR Capital Management
Massachusetts
$62.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$106M
5
PTC
5
Provident Trust Company
Wisconsin
$53.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$164M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$584M
3
DSC
3
Donald Smith & Co
New York
$136M
4
JHIU
4
Janus Henderson Investors US
Colorado
$130M
5
FC
5
Fairpointe Capital
Illinois
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
326
Profund Advisors
Maryland
$580K 30,793 +6,631 +27%
AIM
327
abrdn Investment Management
United Kingdom
$577K 30,612 +342 +1%
WAM
328
Weiss Asset Management
Massachusetts
$567K 30,094 +30,094 New
Creative Planning
329
Creative Planning
Kansas
$566K 30,056 +5,201 +21%
WRM
330
Westport Resources Management
Connecticut
$561K 29,789 -1,950 -6%
PRC
331
Platte River Capital
Colorado
$556K 29,500 +29,500 New
TFO
332
Tarbox Family Office
California
$536K 28,431 +28,431 New
FIM
333
Freedom Investment Management
Connecticut
$529K 28,080 -697 -2%
TMAM
334
Tokio Marine Asset Management
Japan
$518K 27,508 -5,917 -18%
ZDA
335
Zweig-DiMenna Associates
New York
$512K 27,200 +27,200 New
CG
336
Clinton Group
New York
$505K 26,779 -27,165 -50%
ZIM
337
Zacks Investment Management
Illinois
$503K 26,673 +26,673 New
AW
338
Alpha Windward
Massachusetts
$501K 26,567 -5,581 -17%
BCM
339
Beck Capital Management
Texas
$500K 24,270 +24,270 New
GC
340
Globeflex Capital
California
$500K 26,586 +26,586 New
1GA
341
1st Global Advisors
Texas
$495K 26,278 +96 +0.4%
NB
342
Norinchukin Bank
Japan
$490K 26,025 -499 -2%
PAM
343
Princeton Alpha Management
New Jersey
$488K 25,915 +25,915 New
SCA
344
SAC Capital Advisors
Connecticut
$480K 25,470 -60,202 -70%
MCM
345
Moore Capital Management
New York
$471K 25,000 +25,000 New
SAM
346
Shell Asset Management
Netherlands
$467K 24,771 -12,768 -34%
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$465K 24,673 -488 -2%
LW
348
Linscomb Wealth
Texas
$460K 24,392 +625 +3%
MERSOM
349
Municipal Employees' Retirement System of Michigan
Michigan
$458K 24,300 – –
BCI
350
Brinker Capital Investments
Pennsylvania
$458K 24,296 +197 +0.8%
12 13
14
15 16