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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 %
WEC
451
Winslow Evans & Crocker
Massachusetts
$686K -$12.7K -300 -2%
RFC
452
Regions Financial Corp
Alabama
$684K +$156K +3,682 +29%
DM
453
Diker Management
New York
$677K – – –
TFO
454
Tarbox Family Office
California
$675K -$542K -12,820 -45%
OMCS
455
Old Mutual Customised Solutions
South Africa
$673K +$25.4K +600 +4%
LAM
456
Lingohr Asset Management
Germany
$672K -$419K -15,600 -38%
WSA
457
Wall Street Associates
California
$657K +$199K +4,709 +44%
Belvedere Trading
458
Belvedere Trading
Illinois
$647K +$647K +15,280 New
AA
459
ALPS Advisors
Colorado
$646K -$86.2K -2,037 -12%
LIA
460
LS Investment Advisors
Michigan
$643K -$45.7K -1,079 -7%
NCA
461
NCM Capital Advisers
North Carolina
$641K +$267K +6,300 +71%
FHC
462
First Heartland Consultants
Missouri
$638K -$24.8K -587 -4%
NSEDCP
463
NJ State Employees Deferred Compensation Plan
New Jersey
$635K – – –
VAM
464
Visium Asset Management
New York
$629K -$759K -17,929 -55%
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$625K – – –
Wealth Enhancement Advisory Services
466
Wealth Enhancement Advisory Services
Minnesota
$618K +$618K +14,596 New
GC
467
Guardian Capital
Ontario, Canada
$616K -$374K -8,838 -38%
CC
468
ClearArc Capital
Ohio
$613K +$13.3K +314 +2%
PAM
469
PartnerRe Asset Management
Connecticut
$612K +$81.1K +1,915 +15%
FIM
470
Fruth Investment Management
Texas
$611K – – –
PI
471
PineBridge Investments
New York
$611K +$559K +13,210 +1,064%
MCM
472
Mazama Capital Management
Oregon
$597K +$597K +14,115 New
Luther King Capital Management (LKCM)
473
Luther King Capital Management (LKCM)
Texas
$590K +$65.6K +1,550 +13%
SCA
474
Salient Capital Advisors
Texas
$589K +$89.3K +2,110 +18%
CI
475
Constellation Investments
Ohio
$584K +$21.2K +500 +4%
17 18
19
20 21