LUV icon

Southwest Airlines
LUV

Overview Fund Activity

740 hedge funds and large institutions have $24.9B invested in Southwest Airlines in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 194 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+14
Holders Change %
+1.93%
% of All Funds
18.53%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.7%
New
114
Increased
194
Reduced
345
Closed
84
Calls
$212M
Puts
$222M
Net Calls
-$9.2M
Net Calls Change
-$127M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.15B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$245M
3
CG
3
Carmignac Gestion
France
$155M
4
PC
4
PointState Capital
New York
$124M
5
PI
5
Putnam Investments
Massachusetts
$137M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$337M
2
JHIU
2
Janus Henderson Investors US
Colorado
$119M
3
Invesco
3
Invesco
Georgia
$72.3M
4
SIG
4
Senator Investment Group
New York
$137M
5
AL
5
AJO LP
Pennsylvania
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
426
Cetera Advisor Networks
California
$986K -$329K -6,637 -25%
CCM
427
Cadence Capital Management
Massachusetts
$980K +$47.2K +947 +5%
LW
428
Linscomb Wealth
Texas
$972K -$29.9K -600 -3%
PCM
429
Princeton Capital Management
New Jersey
$969K -$535K -10,733 -36%
MCP
430
Mirador Capital Partners
California
$963K -$34.9K -700 -3%
LMAM
431
Legg Mason Asset Management
Japan
$957K -$174K -3,500 -15%
HIC
432
Hartline Investment Corp
Illinois
$949K – – –
CWM
433
Concert Wealth Management
California
$946K +$149K +3,015 +19%
CIM
434
CIM Investment Management
Pennsylvania
$941K +$11.5K +231 +1%
Schroder Investment Management Group
435
Schroder Investment Management Group
United Kingdom
$930K -$3.37M -67,687 -78%
SDIC
436
South Dakota Investment Council
South Dakota
$927K – – –
SCM
437
Shelton Capital Management
Colorado
$923K -$379K -7,600 -29%
CA
438
Commerzbank Aktiengesellschaft
Germany
$911K +$312K +6,252 +52%
ID
439
Integral Derivatives
New York
$906K +$20.9K +419 +2%
PAG
440
Private Advisor Group
New Jersey
$897K -$1.67M -32,367 -65%
SACTSONJ
441
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$897K – – –
VKH
442
Virtu KCG Holdings
New York
$888K +$888K +17,813 New
SI
443
Stephens Inc
Arkansas
$881K +$224K +4,503 +34%
GWM
444
Geneos Wealth Management
Colorado
$870K -$1.94M -39,007 -69%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$864K +$864K +17,304 New
Luther King Capital Management (LKCM)
446
Luther King Capital Management (LKCM)
Texas
$862K +$125K +2,515 +17%
DWA
447
Douglass Winthrop Advisors
New York
$855K -$5.48K -110 -0.6%
NVIM
448
New Vernon Investment Management
Illinois
$852K – – –
V
449
Veritable
Delaware
$841K +$193K +3,877 +30%
Mackenzie Financial
450
Mackenzie Financial
Ontario, Canada
$837K -$165K -3,314 -16%
16 17
18
19 20