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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WTIM
426
Wilmington Trust Investment Management
Delaware
$339K 12,630 +1,000 +9%
QAM
427
Quantres Asset Management
Cayman Islands
$338K 12,600 +12,600 New
PCM
428
Palisade Capital Management
New Jersey
$336K 12,500 +12,500 New
Janus Henderson Group
429
Janus Henderson Group
United Kingdom
$335K 12,491 – –
PFC
430
Phocas Financial Corp
California
$333K 12,385 -8,808 -42%
Verition Fund Management
431
Verition Fund Management
Connecticut
$333K 12,393 +12,393 New
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$323K 12,029 -1,047 -8%
SI
433
Stephens Inc
Arkansas
$322K 12,004 -35,191 -75%
LOAMS
434
Lombard Odier Asset Management (Switzerland)
Switzerland
$322K 12,029 +12,029 New
TC
435
TradeLink Capital
Illinois
$316K 11,784 -2,432 -17%
RFC
436
Regions Financial Corp
Alabama
$316K 11,787 +179 +2%
MCM
437
McKinley Capital Management
Alaska
$315K 11,712 +11,712 New
KAM
438
Keeley Asset Management
Illinois
$308K 11,450 – –
CAM
439
Columbia Asset Management
Michigan
$302K 11,250 -1,400 -11%
Bank of Nova Scotia
440
Bank of Nova Scotia
Ontario, Canada
$296K 11,024 +1,089 +11%
SCA
441
Salient Capital Advisors
Texas
$295K 10,996 +871 +9%
MFS
442
MSI Financial Services
Massachusetts
$293K 10,917 +515 +5%
UR
443
USCA RIA
Texas
$288K 10,705 +10,705 New
CAS
444
CTC Alternative Strategies
Illinois
$282K 10,500 +10,500 New
AWM
445
Avior Wealth Management
Nebraska
$277K 10,330 +120 +1%
BGAM
446
Boussard & Gavaudan Asset Management
United Kingdom
$272K 10,038 -1,946 -16%
NL
447
NWAM LLC
Washington
$272K 10,129 -1,395 -12%
ZDA
448
Zweig-DiMenna Associates
New York
$271K 10,100 -200 -2%
DC
449
Deere & Company
Illinois
$270K 10,048 – –
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$266K 9,909 -195 -2%
16 17
18
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