LUV icon

Southwest Airlines
LUV

Overview Fund Activity

505 hedge funds and large institutions have $10.8B invested in Southwest Airlines in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 144 increasing their positions, 205 reducing their positions, and 31 closing their positions.

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
14.67%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
87
Increased
144
Reduced
205
Closed
31
Calls
$32.9M
Puts
$17.1M
Net Calls
+$15.8M
Net Calls Change
-$19M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$123M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
PCM
3
PAR Capital Management
Massachusetts
$62.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$106M
5
PTC
5
Provident Trust Company
Wisconsin
$53.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$164M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$584M
3
DSC
3
Donald Smith & Co
New York
$136M
4
JHIU
4
Janus Henderson Investors US
Colorado
$130M
5
FC
5
Fairpointe Capital
Illinois
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
76
Two Sigma Investments
New York
$23.6M 1,253,883 +1,253,883 New
CCMH
77
Cornerstone Capital Management Holdings
New York
$23.5M 1,245,500 -224,825 -15%
BIM
78
BlackRock Investment Management
Delaware
$23.4M 1,243,401 -58,209 -4%
PI
79
Putnam Investments
Massachusetts
$23.2M 1,231,388 +204,295 +20%
BlackRock
80
BlackRock
New York
$22.8M 1,207,685 +33,686 +3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$22.6M 1,200,715 +1,259 +0.1%
Wellington Management Group
82
Wellington Management Group
Massachusetts
$22.6M 1,200,350 -247,904 -17%
PPA
83
Parametric Portfolio Associates
Washington
$21.7M 1,150,481 +110,118 +11%
MWNA
84
Marshall Wace North America
New York
$21.5M 1,139,879 -332,131 -23%
Principal Financial Group
85
Principal Financial Group
Iowa
$21.3M 1,130,100 +211,948 +23%
Citadel Advisors
86
Citadel Advisors
Florida
$21.2M 1,125,742 +1,096,196 +3,710%
TGI
87
Tradewinds Global Investors
California
$20.6M 1,092,713 -672,503 -38%
UBS AM
88
UBS AM
Illinois
$20.6M 1,092,092 +30,048 +3%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$20.5M 1,086,880 – –
CS
90
Credit Suisse
Switzerland
$20.1M 1,065,769 -7,549 -0.7%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$19.6M 1,042,236 -17,157 -2%
Prudential Financial
92
Prudential Financial
New Jersey
$19.4M 1,032,311 +100,200 +11%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$18.7M 992,607 -44,199 -4%
GLRA
94
Gerald L. Ray & Associates
Texas
$17.1M 905,139 -368 -0%
Legal & General Group
95
Legal & General Group
United Kingdom
$16.7M 887,918 +4,711 +0.5%
First Trust Advisors
96
First Trust Advisors
Illinois
$15.2M 806,480 +283,083 +54%
BCM
97
Bridgeway Capital Management
Texas
$14.6M 776,900 +776,900 New
WCM
98
Winton Capital Management
United Kingdom
$14.4M 764,914 +444,109 +138%
SFM
99
Systematic Financial Management
New Jersey
$14.4M 763,945 +763,945 New
SG Americas Securities
100
SG Americas Securities
New York
$14.4M 761,777 +38,339 +5%
2 3
4
5 6