LUV icon

Southwest Airlines
LUV

Overview Fund Activity

719 hedge funds and large institutions have $23B invested in Southwest Airlines in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 237 increasing their positions, 304 reducing their positions, and 59 closing their positions.

Holders
719
Holders Change
+26
Holders Change %
+3.75%
% of All Funds
19.18%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
94
Increased
237
Reduced
304
Closed
59
Calls
$141M
Puts
$186M
Net Calls
-$45.9M
Net Calls Change
-$153M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$299M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$859M
3
Citadel Advisors
3
Citadel Advisors
Florida
$103M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$249M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.63B

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
PCM
2
PAR Capital Management
Massachusetts
$117M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$228M
4
State Street
4
State Street
Massachusetts
$1.07B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$301M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
651
Saturna Capital
Washington
$44K 1,000 – –
HRIA
652
Haberer Registered Investment Advisor
Ohio
$44K 1,000 – –
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$44K 1,000 – –
LFR
654
Lehman Financial Resources
Pennsylvania
$44K 1,000 – –
VIA
655
Vantage Investment Advisors
Pennsylvania
$44K 984 +247 +34%
S
656
SignatureFD
Georgia
$43K 966 – –
MFBTD
657
MB Financial Bank - Trust Department
Illinois
$38K 850 -775 -48%
FMB
658
Field & Main Bank
Kentucky
$38K 850 +850 New
WA
659
WealthTrust-Arizona
Arizona
$35K 781 +72 +10%
MCA
660
Mercer Capital Advisers
New Jersey
$35K 800 +800 New
BWFA
661
Baltimore-Washington Financial Advisors
Maryland
$31K 700 – –
BRWM
662
B. Riley Wealth Management
Tennessee
$31K 700 +700 New
MUS
663
Mitsubishi UFJ Securities
Japan
$31K 700 +700 New
Manulife (Manufacturers Life Insurance)
664
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5K 689,139 -22,602 -3%
BCM
665
Blume Capital Management
California
$30K 675 – –
SAMC
666
Shinko Asset Management Company
Japan
$27K 605 – –
CAW
667
Cornerstone Advisors (Washington)
Washington
$25K 575 – –
SIG
668
Stanford Investment Group
California
$25K 569 +569 New
TC
669
Trust Company
Kansas
$23K 525 +525 New
KTC
670
Kistler-Tiffany Companies
Pennsylvania
$22K 504 – –
SCP
671
Syntal Capital Partners
Texas
$22K 500 +500 New
FFC
672
First Financial Corp
Indiana
$22K 500 +500 New
AA
673
Apriem Advisors
California
$22K 500 +500 New
CFA
674
Carroll Financial Associates
North Carolina
$21K 475 – –
JIC
675
Joel Isaacson & Co
New York
$21K 473 +473 New
25 26
27
28 29