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Southwest Airlines
LUV

Overview Fund Activity

565 hedge funds and large institutions have $14.9B invested in Southwest Airlines in 2014 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 181 increasing their positions, 222 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+51
Holders Change %
+9.92%
% of All Funds
16.25%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
86
Increased
181
Reduced
222
Closed
29
Calls
$58.2M
Puts
$35.3M
Net Calls
+$23M
Net Calls Change
+$19.1M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$104M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$108M
3
Norges Bank
3
Norges Bank
Norway
$118M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$335M
5
JHIU
5
Janus Henderson Investors US
Colorado
$238M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$669M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
GA
3
Greenhaven Associates
New York
$185M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
DSC
5
Donald Smith & Co
New York
$141K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
351
Perritt Capital Management
Illinois
$650K – – –
Macquarie Group
352
Macquarie Group
Australia
$642K +$95.7K +3,560 +18%
MERSOM
353
Municipal Employees' Retirement System of Michigan
Michigan
$637K – – –
GF
354
Gerstein Fisher
New York
$637K +$637K +23,702 New
PA
355
Profund Advisors
Maryland
$633K -$35.9K -1,335 -5%
FPC
356
Falcon Point Capital
California
$627K +$627K +23,330 New
LW
357
Linscomb Wealth
Texas
$625K -$97.2K -3,618 -13%
Fuller & Thaler Asset Management
358
Fuller & Thaler Asset Management
California
$623K – – –
MCC
359
Mid Continent Capital
Illinois
$612K – – –
SC
360
Scotia Capital
Ontario, Canada
$612K +$612K +22,775 New
PP
361
Paloma Partners
Connecticut
$605K +$605K +22,527 New
B
362
Baird
Wisconsin
$603K -$375K -13,973 -38%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$597K -$19.7K -734 -3%
SI
364
Shaker Investments
Ohio
$597K +$154K +5,725 +35%
SI
365
SII Investments
Wisconsin
$597K +$597K +22,279 New
BCI
366
Brinker Capital Investments
Pennsylvania
$593K -$28.9K -1,078 -5%
TMAM
367
Tokio Marine Asset Management
Japan
$588K -$44.5K -1,657 -7%
TRCT
368
Tower Research Capital (TRC)
New York
$587K +$569K +21,199 +3,202%
WFM
369
Wilmington Funds Management
Delaware
$570K +$172K +6,400 +43%
SMDAM
370
Sumitomo Mitsui DS Asset Management
Japan
$565K +$9.21K +343 +2%
BCMU
371
BlueCrest Capital Management (UK)
Guernsey
$564K +$564K +21,010 New
WA
372
WFG Advisors
Texas
$559K -$4.06K -151 -0.7%
CI
373
Conning Inc
Connecticut
$558K -$37K -1,380 -6%
AAM
374
Advisors Asset Management
Colorado
$539K +$306K +11,390 +132%
NIM
375
Needham Investment Management
New York
$537K – – –
13 14
15
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