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Southwest Airlines
LUV

Overview Fund Activity

726 hedge funds and large institutions have $18.3B invested in Southwest Airlines in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 253 increasing their positions, 289 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-23
Holders Change %
-3.07%
% of All Funds
19.4%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
75
Increased
253
Reduced
289
Closed
90
Calls
$261M
Puts
$144M
Net Calls
+$117M
Net Calls Change
+$128M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$366M
2
SIG
2
Senator Investment Group
New York
$194M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$54.7M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$257M
5
NIMC
5
NWQ Investment Management Company
California
$68.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.43B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$473M
3
AL
3
Appaloosa LP
New Jersey
$22.4M
4
SAC
4
Smith Affiliated Capital
New York
$80.1M
5
Wells Fargo
5
Wells Fargo
California
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
476
Ameritas Investment Partners
Nebraska
$577K +$85.6K +2,201 +17%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$575K – – –
TCM
478
Traynor Capital Management
Pennsylvania
$571K -$28.5K -675 -5%
QC
479
Quadrature Capital
United Kingdom
$566K +$566K +14,554 New
Toronto Dominion Bank
480
Toronto Dominion Bank
Ontario, Canada
$561K +$516K +13,263 +1,156%
SRP
481
Saddle Road Partners
Nebraska
$554K – – –
JPMPWA
482
J.P. Morgan Private Wealth Advisors
California
$544K -$3.6M -92,538 -87%
LPL Financial
483
LPL Financial
California
$533K -$44.6K -1,138 -8%
WEC
484
Winslow Evans & Crocker
Massachusetts
$532K – – –
OIA
485
Optimum Investment Advisors
Illinois
$532K -$39.6K -1,018 -7%
NFG
486
Next Financial Group
Texas
$531K +$274K +7,063 +107%
FBFS
487
First Business Financial Services
Wisconsin
$527K +$527K +13,549 New
JIC
488
Johnson Investment Counsel
Ohio
$523K +$52.1K +1,340 +11%
PHK
489
Point72 Hong Kong
Hong Kong
$521K +$167K +4,300 +47%
HCP
490
Holt Capital Partners
Texas
$520K – – –
IR
491
Invictus RG
Bermuda
$516K +$408K +10,485 +378%
SI
492
Stephens Inc
Arkansas
$513K +$42.8K +1,099 +9%
NJBEST
493
New Jersey Better Educational Savings Trust
New Jersey
$506K +$156K +4,000 +44%
ED
494
Exane Derivatives
France
$506K +$506K +13,000 +1,300,000%
PFP
495
Pinnacle Financial Partners
Tennessee
$505K – – –
V
496
Veritable
Delaware
$505K +$36.6K +943 +8%
AA
497
ALPS Advisors
Colorado
$505K +$107K +2,751 +27%
Bank of Nova Scotia
498
Bank of Nova Scotia
Ontario, Canada
$503K +$7.01K +180 +1%
LIA
499
LS Investment Advisors
Michigan
$496K -$9.53M -245,372 -95%
CFMC
500
Curbstone Financial Management Corp
New Hampshire
$496K +$26.8K +690 +6%
18 19
20
21 22