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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 %
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$564K +$19.4K +390 +4%
William Blair & Company
502
William Blair & Company
Illinois
$560K +$16.7K +335 +3%
RWA
503
RGT Wealth Advisors
Texas
$558K -$4.29K -86 -0.8%
EP
504
Edgestream Partners
New Jersey
$550K -$9.11K -183 -2%
1GA
505
1st Global Advisors
Texas
$547K +$163K +3,271 +42%
WS
506
Wedbush Securities
California
$540K +$92.5K +1,855 +21%
SCA
507
Salient Capital Advisors
Texas
$532K +$648 +13 +0.1%
Simplex Trading
508
Simplex Trading
Illinois
$519K -$651K -13,075 -56%
Pacer Advisors
509
Pacer Advisors
Pennsylvania
$512K -$3.09K -62 -0.6%
KIA
510
KCM Investment Advisors
California
$511K +$15K +301 +3%
MC
511
Menta Capital
California
$508K -$1.23M -24,700 -71%
AP
512
Advisor Partners
California
$507K +$82.5K +1,655 +19%
IFAM
513
Institutional & Family Asset Management
Colorado
$506K +$9.96K +200 +2%
EDRH
514
Edmond de Rothschild Holding
Switzerland
$505K -$79.5K -1,596 -14%
Jennison Associates
515
Jennison Associates
New York
$500K -$515K -10,342 -51%
AGA
516
Accuvest Global Advisors
Utah
$498K -$498K -10,000 -50%
HCM
517
Horrell Capital Management
Arkansas
$498K – – –
LCM
518
Lee Capital Management
New York
$498K +$498K +10,000 New
PI
519
PineBridge Investments
New York
$495K -$4.87M -97,814 -91%
AWM
520
Avior Wealth Management
Nebraska
$495K -$13.8K -278 -3%
TIM
521
Total Investment Management
Arizona
$493K +$493K +9,890 New
PFP
522
Pinnacle Financial Partners
Tennessee
$480K -$104K -2,085 -18%
NPC
523
National Planning Corporation
California
$476K -$383K -7,250 -45%
SPC
524
Sigma Planning Corp
Michigan
$476K -$60.5K -1,214 -11%
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$476K -$24.7K -495 -5%
19 20
21
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