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 %
GWM
676
Gupta Wealth Management
California
$21K 475 +475 New
UB
677
UMB Bank
Missouri
$20.3K 457,636 +9,418 +2%
IC
678
Intersect Capital
California
$20K 490 – –
SFWA
679
Summit Financial Wealth Advisors
Louisiana
$19K 457 – –
TCOV
680
Trust Company of Vermont
Vermont
$18K 400 – –
ATC
681
Adirondack Trust Company
New York
$18K 400 +70 +21%
PIM
682
Parasol Investment Management
Illinois
$17K 388 – –
FAM
683
Formidable Asset Management
Ohio
$17K 400 – –
BGIM
684
Brandywine Global Investment Management
Pennsylvania
$16K 352 +5 +1%
WP
685
WealthPLAN Partners
Nebraska
$16K 358 +358 New
QAM
686
QCI Asset Management
New York
$15K 342 -125 -27%
GWA
687
Genesis Wealth Advisors
Massachusetts
$13K 300 – –
TSW
688
Thompson Siegel & Walmsley
Virginia
$13K 300 -250 -45%
OSNBOA
689
Old Second National Bank of Aurora
Illinois
$13K 300 – –
DBT
690
Dubuque Bank & Trust
Iowa
$13K 300 – –
CYG
691
Clean Yield Group
Vermont
$13K 300 +300 New
BKA
692
Brick & Kyle Associates
Pennsylvania
$13K 303 +303 New
AP
693
Advisors Preferred
Maryland
$12K 271 -186 -41%
CG
694
Colony Group
Massachusetts
$11K 250 -5,117 -95%
RA
695
Rational Advisors
New York
$11K 252 -168 -40%
EWM
696
Edge Wealth Management
New York
$11K 250 +250 New
GI
697
Gradient Investments
Minnesota
$10K 235 -600 -72%
PFP
698
Pinnacle Financial Partners
Tennessee
$10K 230 -230 -50%
MWAN
699
Mariner Wealth Advisors (NYC)
Kansas
$10K 222 +222 New
FNBT
700
FineMark National Bank & Trust
Florida
$9K 191 -90 -32%
26 27
28
29 30