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Southwest Airlines
LUV

Overview Fund Activity

693 hedge funds and large institutions have $23.8B invested in Southwest Airlines in 2014 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 211 increasing their positions, 261 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+108
Holders Change %
+18.46%
% of All Funds
18.49%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
157
Increased
211
Reduced
261
Closed
39
Calls
$253M
Puts
$146M
Net Calls
+$107M
Net Calls Change
+$81.5M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.71B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$626M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.5B
4
Millennium Management
4
Millennium Management
New York
$127M
5
Invesco
5
Invesco
Georgia
$278M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$452M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$448M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$311M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$373M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
Matarin Capital Management
New York
$1.15M -$1.48K -35 -0.1%
Macquarie Group
402
Macquarie Group
Australia
$1.14M +$67.3K +1,590 +6%
JAFL
403
Jay A. Fishman Ltd
Michigan
$1.12M +$1.12M +26,500 New
SC
404
Scotia Capital
Ontario, Canada
$1.1M -$1.88M -44,372 -63%
FCI
405
Financial Counselors Inc
Kansas
$1.09M -$219K -5,172 -17%
WIS
406
Wright Investors Service
Connecticut
$1.08M +$1.08M +25,586 New
BFEC
407
Benjamin F. Edwards & Company
Missouri
$1.07M -$235K -5,553 -18%
SAM
408
Shell Asset Management
Netherlands
$1.06M -$193K -4,552 -15%
BIM
409
Beach Investment Management
Pennsylvania
$1.06M +$1.06M +24,920 New
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M -$23.5K -554 -2%
MERSOM
411
Municipal Employees' Retirement System of Michigan
Michigan
$1.01M – – –
KCM
412
Kames Capital Management
United Kingdom
$1.01M +$1.01M +23,780 New
WRM
413
Westport Resources Management
Connecticut
$992K -$91K -2,150 -8%
PCM
414
Perritt Capital Management
Illinois
$985K – – –
BCM
415
Bluefin Capital Management
New York
$965K +$965K +22,800 New
LW
416
Linscomb Wealth
Texas
$962K +$34.9K +825 +4%
SSWM
417
Sheets Smith Wealth Management
North Carolina
$956K +$956K +22,593 New
SI
418
Shaker Investments
Ohio
$941K – – –
POA
419
Pergamon Offshore Advisors
New York
$928K +$928K +21,939 New
MCC
420
Mid Continent Capital
Illinois
$924K -$40.4K -955 -4%
HFS
421
HL Financial Services
Kentucky
$916K -$3.34M -78,904 -78%
FA
422
FDx Advisors
Illinois
$910K +$104K +2,459 +13%
F
423
FolioMetrix
Nebraska
$893K +$893K +25,688 New
IMAS
424
ID Management A/S
Denmark
$846K – – –
NIM
425
Needham Investment Management
New York
$846K – – –
15 16
17
18 19