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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 %
EFSCE
501
Enterprise Financial Services Corp (EFSC)
Missouri
$72K 2,678 +505 +23%
KPCM
502
Kings Point Capital Management
New York
$61K 2,277 -510 -18%
M
503
MOTCO
Texas
$61K 2,261 +749 +50%
MFBTD
504
MB Financial Bank - Trust Department
Illinois
$57K 2,125 +2,125 New
NSIM
505
North Star Investment Management
Illinois
$56K 2,100 – –
BBHC
506
Brown Brothers Harriman & Co
New York
$54K 1,994 -12,980 -87%
FMP
507
Financial Management Professionals
Texas
$49K 1,829 – –
PMFA
508
Plante Moran Financial Advisors
Michigan
$49K 1,835 +1,835 New
CFSG
509
Community Financial Services Group
Vermont
$45K 1,660 – –
NES
510
New England Securities
New York
$45K 1,671 +185 +12%
KT
511
Kanaly Trust
Texas
$41K 1,518 – –
RNS
512
Robert N. Shapiro
$37K 1,360 +1,360 New
FANJ
513
Financial Architects (New Jersey)
New Jersey
$36K 1,347 +1,347 New
FNBT
514
FineMark National Bank & Trust
Florida
$35K 1,333 – –
AW
515
Alpha Windward
Massachusetts
$33K 1,225 -21,502 -95%
FHA
516
First Horizon Advisors
Tennessee
$33K 1,168 +1,168 New
PI
517
PineBridge Investments
New York
$32K 1,202 – –
PSI
518
Pinnacle Summer Investments
Virginia
$32K 1,200 – –
AC
519
Alexandria Capital
Virginia
$27K 1,015 -459 -31%
WA
520
WealthTrust-Arizona
Arizona
$27K 1,008 -198 -16%
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$27K 1,000 – –
HRIA
522
Haberer Registered Investment Advisor
Ohio
$27K 1,000 – –
SC
523
Saturna Capital
Washington
$27K 1,000 – –
MWP
524
MYCIO Wealth Partners
Pennsylvania
$27K 1,019 +3 +0.3%
BPBT
525
Boston Private Bank & Trust
Massachusetts
$26K 950 -250 -21%
19 20
21
22 23