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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 %
EOJOAM
601
E. Ohman J:or Asset Management
Sweden
$131K 3,100 – –
PAI
602
Pittenger & Anderson Inc
Nebraska
$106K 2,500 +2,500 New
TCM
603
Tradewinds Capital Management
Washington
$104K 2,462 -1,040 -30%
NSIM
604
North Star Investment Management
Illinois
$97K 2,290 +190 +9%
RNS
605
Robert N. Shapiro
$90K 2,134 +600 +39%
TDC
606
Thompson Davis & Co
Virginia
$89K 2,109 +342 +19%
SAC
607
Smith Affiliated Capital
New York
– – – –
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$85K 1,998 -180 -8%
BBHC
609
Brown Brothers Harriman & Co
New York
$84K 1,994 – –
IMS
610
Index Management Solutions
Pennsylvania
$81K 1,910 -9,091 -83%
PMFA
611
Plante Moran Financial Advisors
Michigan
$78K 1,835 – –
FMP
612
Financial Management Professionals
Texas
$77K 1,829 – –
NES
613
New England Securities
New York
$74K 1,739 +93 +6%
M
614
MOTCO
Texas
$72K 1,703 -558 -25%
MFBTD
615
MB Financial Bank - Trust Department
Illinois
$69K 1,625 -2,125 -57%
RFA
616
Reilly Financial Advisors
California
$69K 1,620 +1,520 +1,520%
KT
617
Kanaly Trust
Texas
$64K 1,518 – –
VCM
618
Vigilant Capital Management
Maine
$63K 1,477 – –
BPBT
619
Boston Private Bank & Trust
Massachusetts
$60K 1,426 +111 +8%
MWP
620
MYCIO Wealth Partners
Pennsylvania
$52K 1,224 +204 +20%
LNB
621
Ledyard National Bank
$52K 1,220 +1,220 New
PSI
622
Pinnacle Summer Investments
Virginia
$51K 1,200 – –
UFA
623
US Financial Advisors
Massachusetts
$50K 1,175 +1,175 New
TWA
624
TCI Wealth Advisors
Arizona
$47K 1,120 +500 +81%
CBT
625
Central Bank & Trust
Kentucky
$46K 1,092 – –
23 24
25
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