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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$452M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$448M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$311M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$373M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
476
Vident Investment Advisory
Georgia
$578K +$578K +13,658 New
AW
477
Alpha Windward
Massachusetts
$569K -$115K -2,721 -17%
HCP
478
Holt Capital Partners
Texas
$566K +$566K +13,367 New
TI
479
Trexquant Investment
Connecticut
$562K +$562K +13,300 New
Envestnet Asset Management
480
Envestnet Asset Management
Illinois
$548K -$51.7K -1,221 -9%
AIP
481
Ameritas Investment Partners
Nebraska
$540K – – –
SI
482
Stephens Inc
Arkansas
$539K +$10.4K +247 +2%
KeyBank National Association
483
KeyBank National Association
Ohio
$532K -$797K -18,841 -60%
Janus Henderson Group
484
Janus Henderson Group
United Kingdom
$528K – – –
CC
485
Columbia Capital
California
$525K +$525K +12,394 New
PFC
486
Phocas Financial Corp
California
$524K – – –
AIM
487
abrdn Investment Management
United Kingdom
$520K -$693K -16,367 -57%
BPGAM
488
BTG Pactual Global Asset Management
Bermuda
$520K +$520K +12,300 New
AP
489
Advisor Partners
California
$516K +$38.1K +981 +8%
CCG
490
Cypress Capital Group
Florida
$515K -$215K -5,067 -29%
Bank of Nova Scotia
491
Bank of Nova Scotia
Ontario, Canada
$511K +$3.21K +76 +0.6%
VFS
492
VSR Financial Services
Kansas
$508K +$208K +4,910 +69%
LIM
493
Leavell Investment Management
Alabama
$508K +$508K +12,000 New
CPA
494
Court Place Advisors
Maryland
$504K +$161K +3,800 +47%
SI
495
SII Investments
Wisconsin
$500K -$457K -10,728 -48%
ASN
496
Advisory Services Network
Georgia
$498K +$51.4K +1,260 +12%
TMAM
497
Tokio Marine Asset Management
Japan
$493K -$238K -5,630 -33%
KAM
498
Keeley Asset Management
Illinois
$492K +$7.62K +180 +2%
LA
499
Lucus Advisors
New York
$486K +$486K +11,494 New
SCM
500
Signia Capital Management
Washington
$484K -$55K -1,300 -10%
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