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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.

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
1
Americafirst Capital Management
California
$1.71B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$626M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.5B
4
Millennium Management
4
Millennium Management
New York
$127M
5
Invesco
5
Invesco
Georgia
$278M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$452M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$448M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$311M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$373M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
551
Halbert Hargrove Global Advisors
California
$284K 6,701 -183 -3%
TC
552
TradeLink Capital
Illinois
$276K 6,513 -2,871 -31%
WAM
553
Weatherly Asset Management
California
$275K 6,507 – –
EWM
554
Empirical Wealth Management
Washington
$273K 6,460 – –
QSS
555
Quantitative Systematic Strategies
Florida
$273K 6,483 +6,483 New
CA
556
Cetera Advisors
Colorado
$266K 6,327 +6,327 New
SWP
557
Stratos Wealth Partners
Ohio
$265K 6,269 +6,269 New
GG
558
Gofen & Glossberg
Illinois
$262K 6,180 – –
BC
559
Burney Company
Virginia
$262K 6,199 +6,199 New
OIA
560
Optimum Investment Advisors
Illinois
$261K 6,170 +6,170 New
EPM
561
Equitec Proprietary Markets
Illinois
$259K 6,128 +6,128 New
Janney Montgomery Scott
562
Janney Montgomery Scott
Pennsylvania
$259K 6,119 -5,700 -48%
KCM
563
Kornitzer Capital Management
Kansas
$256K 6,050 +6,050 New
HIS
564
Horizon Investment Services
Indiana
$255K 6,031 +6,031 New
ZDA
565
Zweig-DiMenna Associates
New York
$254K 6,000 +6,000 New
TFA
566
Transamerica Financial Advisors
Florida
$253K 5,955 +757 +15%
CBOR
567
Community Bank of Raymore
Missouri
$253K 5,967 +5,967 New
SCM
568
Shelton Capital Management
Colorado
$248K 5,862 -700 -11%
SKK
569
Shepherd Kaplan Krochuk
Massachusetts
$247K 5,822 -4,180 -42%
CCA
570
Checchi Capital Advisers
California
$239K 5,643 +5,643 New
DL
571
Delta Lloyd
Netherlands
$237K 5,593 +5,593 New
TCB
572
Texas Capital Bancshares
Texas
$237K 5,598 +5,598 New
OAC
573
OMERS Administration Corp
Ontario, Canada
$237K 5,600 +5,600 New
HCM
574
Hollencrest Capital Management
California
$235K 5,566 +5,566 New
WJA
575
Williams Jones & Associates
New York
$232K 5,485 +5,485 New
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