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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 %
Royal London Asset Management
651
Royal London Asset Management
United Kingdom
$23.4K 55,573 +12,203 +28%
TSW
652
Thompson Siegel & Walmsley
Virginia
$23K 550 – –
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K 525 +290 +123%
KTC
654
Kistler-Tiffany Companies
Pennsylvania
$21K 504 – –
CFA
655
Carroll Financial Associates
North Carolina
$21K 475 +200 +73%
IC
656
Intersect Capital
California
$21K 490 +490 New
QAM
657
QCI Asset Management
New York
$20K 467 -100 -18%
AP
658
Advisors Preferred
Maryland
$19.3K 457 -206 -31%
MUMSS
659
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K 450 -400 -47%
PFP
660
Pinnacle Financial Partners
Tennessee
$19K 460 – –
SFWA
661
Summit Financial Wealth Advisors
Louisiana
$19K 457 +457 New
RA
662
Rational Advisors
New York
$18K 420 +420 New
FAF
663
Fjarde Ap-fonden
Sweden
$17K 398 -7,718 -95%
TCOV
664
Trust Company of Vermont
Vermont
$17K 400 – –
FAM
665
Formidable Asset Management
Ohio
$17K 400 +400 New
PIM
666
Parasol Investment Management
Illinois
$16K 388 – –
BGIM
667
Brandywine Global Investment Management
Pennsylvania
$15K 347 -21,987 -98%
ATC
668
Adirondack Trust Company
New York
$14K 330 +160 +94%
GWA
669
Genesis Wealth Advisors
Massachusetts
$13.2K 300 +300 New
OSNBOA
670
Old Second National Bank of Aurora
Illinois
$13K 300 – –
DBT
671
Dubuque Bank & Trust
Iowa
$13K 300 +300 New
CCMW
672
Cypress Capital Management (Wyoming)
Wyoming
$12.7K 300 +300 New
FNBT
673
FineMark National Bank & Trust
Florida
$11K 281 -47 -14%
CAL
674
Capital Advisors Ltd
Ohio
$9K 201 – –
CFA
675
CT Financial Advisors
Pennsylvania
$8.46K 200 +200 New
25 26
27
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