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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 %
AB
376
Amalgamated Bank
New York
$533K +$59.9K +2,233 +13%
Jane Street
377
Jane Street
New York
$526K -$127K -4,751 -20%
DADC
378
D.A. Davidson & Co
Montana
$525K -$112K -4,165 -18%
WCA
379
Westover Capital Advisors
Delaware
$520K +$520K +19,342 New
TNBTD
380
Trustmark National Bank Trust Department
Mississippi
$511K -$239K -8,900 -32%
SCM
381
Signia Capital Management
Washington
$505K -$1.07M -39,928 -68%
Connor, Clark & Lunn Investment Management (CC&L)
382
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$504K -$507K -17,700 -50%
DWA
383
Douglass Winthrop Advisors
New York
$499K – – –
WBC
384
Westpac Banking Corp
Australia
$497K -$8.33K -310 -2%
SCM
385
Sterling Capital Management
North Carolina
$489K +$489K +18,208 New
VFS
386
VSR Financial Services
Kansas
$489K +$489K +18,218 New
CCG
387
Cypress Capital Group
Florida
$476K +$67.8K +2,521 +17%
LIA
388
LS Investment Advisors
Michigan
$473K -$72K -2,679 -13%
RJFSA
389
Raymond James Financial Services Advisors
Florida
$458K +$13.4K +500 +3%
ANB
390
Amarillo National Bank
Texas
$457K – – –
FB
391
Fulton Bank
Pennsylvania
$453K – – –
WIS
392
Wright Investors Service
Connecticut
$449K -$1.93K -72 -0.4%
VAM
393
Visium Asset Management
New York
$448K +$83.2K +3,098 +23%
WEC
394
Winslow Evans & Crocker
Massachusetts
$443K -$5.37K -200 -1%
PCM
395
Prelude Capital Management
New York
$442K -$19.4K -720 -4%
SB
396
Suntrust Banks
Georgia
$434K -$5.48M -204,450 -93%
DM
397
Diker Management
New York
$430K -$108K -4,000 -20%
V
398
Veritable
Delaware
$425K +$146K +5,421 +52%
ACM
399
Apex Capital Management
Ohio
$422K – – –
FHC
400
First Heartland Consultants
Missouri
$418K +$26.9K +1,001 +7%
14 15
16
17 18