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Southwest Airlines
LUV

Overview Fund Activity

505 hedge funds and large institutions have $10.8B invested in Southwest Airlines in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 144 increasing their positions, 205 reducing their positions, and 31 closing their positions.

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
14.67%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
87
Increased
144
Reduced
205
Closed
31
Calls
$32.9M
Puts
$17.1M
Net Calls
+$15.8M
Net Calls Change
-$19M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$123M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
PCM
3
PAR Capital Management
Massachusetts
$62.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$106M
5
PTC
5
Provident Trust Company
Wisconsin
$53.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$164M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$584M
3
DSC
3
Donald Smith & Co
New York
$136M
4
JHIU
4
Janus Henderson Investors US
Colorado
$130M
5
FC
5
Fairpointe Capital
Illinois
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$2K 100 – –
EU
502
Emory University
Georgia
$1K 100 – –
TCM
503
TD Capital Management
Tennessee
$1K 32 – –
CFA
504
Carroll Financial Associates
North Carolina
$1K 100 – –
CCS
505
Crosspoint Capital Strategies
California
$1K 50 +50 New
KCPG
506
Kavar Capital Partners Group
Kansas
$1K 100 +100 New
UB
507
UMB Bank
Missouri
$189 10,040 +10,040 New
AAMU
508
Amundi Asset Management US
Massachusetts
– – -1,456,300 Closed
HSA
509
Hussman Strategic Advisors
Maryland
– – -1,200,000 Closed
LCS
510
Levin Capital Strategies
New York
– – -526,825 Closed
SGDR
511
SPX Gestao de Recursos
Brazil
– – -232,921 Closed
ARTA
512
A.R.T. Advisors
New York
– – -173,569 Closed
QIM
513
Quantitative Investment Management
Virginia
– – -166,500 Closed
AFG
514
American Financial Group
Ohio
– – -145,000 Closed
PI
515
PGGM Investments
Netherlands
– – -132,326 Closed
IIM
516
Ironwood Investment Management
Massachusetts
– – -125,848 Closed
SCM
517
Summit Capital Management
Washington
– – -89,125 Closed
Balyasny Asset Management
518
Balyasny Asset Management
Illinois
– – -76,000 Closed
FCBT
519
First Citizens Bank & Trust
North Carolina
– – -68,569 Closed
CCM
520
Cai Capital Management
New York
– – -41,443 Closed
Brown Advisory
521
Brown Advisory
Maryland
– – -22,308 Closed
CC
522
Curian Capital
Colorado
– – -18,527 Closed
Janney Montgomery Scott
523
Janney Montgomery Scott
Pennsylvania
– – -16,881 Closed
WAM
524
Wolverine Asset Management
Illinois
– – -16,400 Closed
Verition Fund Management
525
Verition Fund Management
Connecticut
– – -13,569 Closed
18 19 20
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