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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 %
SLG
476
Stanley-Laman Group
Pennsylvania
$201K 7,500 +7,500 New
WAM
477
Weatherly Asset Management
California
$175K 6,507 +6,507 New
TFA
478
Transamerica Financial Advisors
Florida
$150K 5,570 -4,646 -45%
SEC
479
Seven Eight Capital
New York
$145K 5,380 -3,500 -39%
W
480
Wealthfront
California
$144K 5,202 +3,389 +187%
DSC
481
Donald Smith & Co
New York
$141K 5,237 -3,760,595 -100%
GIS
482
Guardian Investor Services
New York
$140K 5,222 -151 -3%
NYLT
483
New York Life Trust
New York
$134K 4,985 -246 -5%
IGIM
484
I.G. Investment Management
Manitoba, Canada
$134K 4,999 +1,095 +28%
BEAM
485
Baker Ellis Asset Management
Washington
$132K 4,900 -2,800 -36%
BKBG
486
BHF Kleinwort Benson Group
Belgium
$131K 44,600 -6,000 -12%
Daiwa Securities Group
487
Daiwa Securities Group
Japan
$129K 4,800 -1,200 -20%
BRWA
488
B. Riley Wealth Advisors
Florida
$125K 4,645 +650 +16%
1IC
489
1919 Investment Counsel
Maryland
$122K 4,530 – –
CC
490
Colrain Capital
Massachusetts
$121K 4,500 – –
SSG
491
Summit Securities Group
New York
$115K 4,300 +4,300 New
Point72 Asset Management
492
Point72 Asset Management
Connecticut
$113K 4,200 +4,200 New
CTC
493
Central Trust Company
Missouri
$110K 4,108 -400 -9%
HCC
494
Hirtle Callaghan & Co
Pennsylvania
$109K 4,050 – –
GLI
495
Guardian Life Insurance
New York
$107K 3,982 +59 +2%
TCM
496
Tradewinds Capital Management
Washington
$94K 3,502 – –
RIA
497
Regal Investment Advisors
Michigan
$84K 3,137 -84,363 -96%
EOJOAM
498
E. Ohman J:or Asset Management
Sweden
$83.3K 3,100 – –
M&T Bank
499
M&T Bank
New York
$78K 2,920 -162 -5%
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$72K 2,706 -61 -2%
18 19
20
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