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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 %
DI
501
Diligent Investors
California
$483K +$483K +11,150 New
MCM
502
McKinley Capital Management
Alaska
$482K -$9.82K -232 -2%
IRS
503
Invictus RG (Singapore)
Singapore
$470K +$40.7K +962 +9%
HCM
504
Horrell Capital Management
Arkansas
$463K -$108K -2,560 -19%
HIM
505
Hillsdale Investment Management
Ontario, Canada
$461K +$25K +590 +6%
BCI
506
Brinker Capital Investments
Pennsylvania
$451K -$158K -3,725 -26%
NIT
507
NumerixS Investment Technologies
British Columbia, Canada
$449K +$449K +10,600 New
SCM
508
Sterling Capital Management
North Carolina
$445K -$326K -7,700 -42%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$439K +$3.62K +86 +0.8%
AWM
510
Avior Wealth Management
Nebraska
$437K – – –
SIG
511
Schooner Investment Group
Pennsylvania
$427K +$427K +10,000 New
AAM
512
Azzad Asset Management
Virginia
$415K +$25.9K +612 +7%
CCB
513
Cutter & Co Brokerage
Missouri
$411K +$411K +9,708 New
EVM
514
Eaton Vance Management
Massachusetts
$410K – – –
DADC
515
D.A. Davidson & Co
Montana
$409K -$184K -4,346 -31%
CA
516
Cambridge Advisors
Nebraska
$400K +$400K +9,443 New
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$396K -$20.2K -477 -5%
CSS
518
Cubist Systematic Strategies
Connecticut
$390K -$631K -14,907 -62%
UOC
519
UBS O'Connor
Illinois
$390K +$390K +9,219 New
DTL
520
Dynamic Technology Lab
Singapore
$389K +$389K +9,192 New
SCA
521
Stonebridge Capital Advisors
Minnesota
$386K -$28.4K -670 -7%
Massachusetts Financial Services
522
Massachusetts Financial Services
Massachusetts
$384K -$36.9K -873 -9%
RA
523
RFG Advisory
Alabama
$384K +$384K +9,073 New
NPC
524
National Planning Corporation
California
$383K +$383K +9,393 New
BCM
525
Barometer Capital Management
Ontario, Canada
$377K +$377K +8,900 New
19 20
21
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