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Southwest Airlines
LUV

459 hedge funds and large institutions have $7.4B invested in Southwest Airlines in 2013 Q2 according to their latest regulatory filings, with 459 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $11.1M

79.61% more ownership

Funds ownership: 0% → 79.61% (+80%)

Holders
459
Holders Change
+459
Holders Change %
–
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
459
Increased
–
Reduced
–
Closed
–
Calls
$29.6M
Puts
$11.1M
Net Calls
+$18.5M
Net Calls Change
+$18.5M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$1.04B +$1.1B +80,811,875 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$584M +$617M +45,309,480 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$500M +$529M +38,810,305 New
State Street
4
State Street
Massachusetts
$336M +$355M +26,033,082 New
Capital Research Global Investors
5
Capital Research Global Investors
California
$295M +$312M +22,898,300 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$273M +$288M +21,143,085 New
BIT
7
BlackRock Institutional Trust
California
$254M +$269M +19,705,488 New
DSC
8
Donald Smith & Co
New York
$192M +$203M +14,867,327 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$160M +$169M +12,387,013 New
GA
10
Greenhaven Associates
New York
$142M +$150M +11,006,254 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$123M +$130M +9,528,250 New
BFA
12
BlackRock Fund Advisors
California
$118M +$125M +9,187,693 New
FC
13
Fairpointe Capital
Illinois
$117M +$124M +9,089,205 New
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$115M +$122M +8,919,282 New
Northern Trust
15
Northern Trust
Illinois
$105M +$111M +8,173,287 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$105M +$111M +8,149,335 New
SSM
17
Sound Shore Management
Connecticut
$101M +$107M +7,838,978 New
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$99.8M +$105M +7,739,129 New
JP Morgan Chase
19
JP Morgan Chase
New York
$90.3M +$95.4M +7,002,218 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$86.1M +$91M +6,679,947 New
American Century Companies
21
American Century Companies
Missouri
$76.3M +$80.7M +5,919,757 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$64.8M +$68.5M +5,028,724 New
TCIM
23
TIAA CREF Investment Management
New York
$62.7M +$66.3M +4,866,995 New
Ameriprise
24
Ameriprise
Minnesota
$62.3M +$65.8M +4,831,887 New
FCAM
25
F&C Asset Management
United Kingdom
$56.3M +$59.5M +4,368,127 New
1
2 3 4 5

LUV Hedge Fund Activity: Q2 2013 in Review

459 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2013, worth a combined $7.4B.

Buyers outnumbered sellers: 459 funds opened new LUV positions and 0 closed out — a net gain of 459 holders — while 0 added to existing stakes and 0 trimmed.

  • 459 institutional investors held Southwest Airlines (LUV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $7.4B of Southwest Airlines stock for Q2 2013.
  • 459 funds opened new Southwest Airlines positions in Q2 2013 and 0 closed out, a net change of +459 holders.

Based on aggregated 13F filings for Q2 2013.