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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 %
BSW
576
Buckingham Strategic Wealth
Missouri
$231K 5,459 +5,459 New
BGIM
577
Boussard & Gavaudan Investment Management
United Kingdom
$230K 5,463 -3,604 -40%
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$230K 5,423 +5,423 New
SJIM
579
St. Johns Investment Management
Florida
$227K 5,365 +4,805 +858%
CG
580
Colony Group
Massachusetts
$227K 5,367 +5,367 New
FWM
581
Frontier Wealth Management
Missouri
$223K 5,269 +5,269 New
TC
582
Telemus Capital
Michigan
$219K 5,176 +5,176 New
PHK
583
Point72 Hong Kong
Hong Kong
$217K 5,125 -9,488 -65%
Twin Tree Management
584
Twin Tree Management
Texas
$215K 5,085 -44,144 -90%
AAS
585
Annex Advisory Services
Wisconsin
$215K 5,082 +5,082 New
MBTD
586
Mechanics Bank - Trust Department
California
$214K 5,062 +5,062 New
EAM
587
Evanson Asset Management
California
$214K 5,065 +5,065 New
CAS
588
Cue Advisory Services
Arizona
$212K 5,000 +5,000 New
CP
589
Camelot Portfolios
Ohio
$211K 4,988 +4,988 New
GIA
590
Guyasuta Investment Advisors
Pennsylvania
$208K 4,915 +4,915 New
DWT
591
Dorsey & Whitney Trust
South Dakota
$202K 4,774 +4,774 New
CBN
592
Cadence Bank NA
Texas
$200K 4,735 +4,735 New
GIS
593
Guardian Investor Services
New York
$199K 4,697 -163 -3%
BEAM
594
Baker Ellis Asset Management
Washington
$195K 4,600 -200 -4%
CC
595
Colrain Capital
Massachusetts
$190K 4,500 – –
HCC
596
Hirtle Callaghan & Co
Pennsylvania
$172K 4,050 – –
NIMI
597
Natixis Investment Managers International
France
$171K 4,050 +4,050 New
GLI
598
Guardian Life Insurance
New York
$164K 3,869 -28 -0.7%
NYLT
599
New York Life Trust
New York
$156K 3,697 -579 -14%
CTC
600
Central Trust Company
Missouri
$146K 3,458 -50 -1%
22 23
24
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