Southwest Airlines Co (NYSE:LUV)

29.21
Data as of Jul 28
 -0.03 / -0.10%
Today’s Change
12.65
Today|||52-Week Range
29.70
+55.04%
Year-to-Date
Institutional investors purchased a net $3.1 million shares of LUV during the quarter ended June 2014 and now own 83.07% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Airlines industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders44.71%
Other institutional38.36%
Individual stakeholders1.03%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014ACADIAN ASSET MANAGEMENT LLC  Bought 2.0 Million shares of Southwest Airlines Co
6/30/2014LMR PARTNERS LLP  Bought 441.9 Thousand shares of Southwest Airlines Co
6/30/2014JAMES INVESTMENT RESEARCH, INC.  Bought 424.0 Thousand shares of Southwest Airlines Co

Top 10 Owners of Southwest Airlines Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
PRIMECAP Management Co.11.45%79,216,4212,127,753,068-461,773-0.58%
The Vanguard Group, Inc.7.01%48,483,1141,302,256,442+2,121,330+4.58%
T. Rowe Price Associates, Inc.4.24%29,358,075788,557,895-1,632,810-5.27%
BlackRock Fund Advisors4.09%28,293,380759,960,187-497,118-1.73%
Fidelity Management & Research Co...4.00%27,694,472743,873,518+8,468,544+44.05%
SSgA Funds Management, Inc.3.76%25,988,649698,055,112-1,354,818-4.95%
Greenhaven Associates, Inc.1.62%11,207,614301,036,512-152,680-1.34%
Acadian Asset Management LLC1.61%11,118,294298,637,377+1,982,557+21.70%
Mellon Capital Management Corp.1.42%9,805,240263,368,746+1,595,932+19.44%
BMO Asset Management Corp.1.28%8,866,265238,147,878-894,435-9.16%

Top 10 Mutual Funds Holding Southwest Airlines Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard PRIMECAP Fund5.00%34,559,300928,262,79800.00%
Vanguard Mid Cap Index Fund1.66%11,499,188308,868,190-131,203-1.13%
T Rowe Price Mid Cap Value Fund1.66%11,492,700308,693,922-1,082,400-8.61%
Vanguard Total Stock Market Index...1.59%11,007,267295,655,192+183,094+1.69%
Vanguard Capital Opportunity Fund1.58%10,935,100293,716,78600.00%
Vanguard PRIMECAP Core Fund1.29%8,926,525239,766,46200.00%
Fidelity Growth Company Fund1.11%7,645,515205,358,533-73,700-0.95%
Fidelity Contrafund1.05%7,290,338195,818,479+316,000+4.53%
Vanguard 500 Index Fund1.03%7,117,746191,182,658+129,535+1.85%
Vanguard Institutional Index Fund1.01%6,990,562187,766,495-100-0.00%

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