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Southwest Airlines
LUV

Overview Fund Activity

800 hedge funds and large institutions have $26.4B invested in Southwest Airlines in 2017 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 307 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
19.98%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.52%
New
82
Increased
280
Reduced
307
Closed
80
Calls
$337M
Puts
$291M
Net Calls
+$45.8M
Net Calls Change
+$33.1M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$279M
2
GT
2
Glenmede Trust
Pennsylvania
$129M
3
Citadel Advisors
3
Citadel Advisors
Florida
$149M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$93.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$99.5M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$24K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.71B
3
CG
3
Carmignac Gestion
France
$0
4
SAC
4
Smith Affiliated Capital
New York
$115M
5
State Street
5
State Street
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
426
Hartline Investment Corp
Illinois
$1.12M – – –
SIM
427
Sonora Investment Management
Arizona
$1.11M +$122K +2,175 +12%
IFWM
428
Institute for Wealth Management
Colorado
$1.09M +$6.05K +108 +0.6%
FB
429
Fulton Bank
Pennsylvania
$1.08M +$203K +3,630 +23%
MA
430
Montag & Associates
Georgia
$1.07M -$64.4K -1,150 -6%
W
431
Wealthfront
California
$1.07M +$215K +3,834 +25%
SDIC
432
South Dakota Investment Council
South Dakota
$1.04M – – –
HH
433
Hilltop Holdings
Texas
$1.03M +$351K +6,273 +52%
FIM
434
Freedom Investment Management
Connecticut
$1.02M +$193K +3,455 +23%
CTC
435
Central Trust Company
Missouri
$1.02M -$28K -500 -3%
LW
436
Linscomb Wealth
Texas
$1.01M – – –
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$21.3K +381 +2%
B
438
BP
United Kingdom
$1.01M – – –
RA
439
Rational Advisors
New York
$997K +$213K +3,800 +27%
SAM
440
Shell Asset Management
Netherlands
$990K -$28K -501 -3%
DVM
441
Dreman Value Management
Florida
$982K – – –
SFP
442
Shepherd Financial Partners
Massachusetts
$980K -$2.6K -45 -0.3%
GWM
443
Geneos Wealth Management
Colorado
$967K +$120K +2,148 +14%
V
444
Veritable
Delaware
$964K -$5.1K -91 -0.5%
SCM
445
Shelton Capital Management
Colorado
$961K -$2.91K -52 -0.3%
WG
446
Winton Group
United Kingdom
$954K -$6.06M -108,324 -86%
YMRC
447
Yorktown Management & Research Company
Virginia
$952K -$336K -6,000 -26%
FHC
448
First Heartland Consultants
Missouri
$942K -$42.3K -755 -4%
AAM
449
Azzad Asset Management
Virginia
$933K +$34.1K +609 +4%
WS
450
Wedbush Securities
California
$908K +$460K +8,210 +102%
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