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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 %
Lazard Asset Management
551
Lazard Asset Management
New York
$341K +$117K +2,339 +52%
GG
552
Gofen & Glossberg
Illinois
$336K – – –
HWA
553
HCR Wealth Advisors
California
$336K +$336K +6,819 New
WAM
554
Weatherly Asset Management
California
$328K – – –
IFS
555
Ifrah Financial Services
Arkansas
$327K -$21.2K -426 -6%
MCM
556
McKinley Capital Management
Alaska
$326K -$58.8K -1,181 -15%
CAM
557
Columbia Asset Management
Michigan
$324K – – –
CW
558
Cobiz Wealth
Colorado
$324K – – –
FWCM
559
Ferguson Wellman Capital Management
Oregon
$324K +$7.68K +154 +2%
GC
560
Guardian Capital
Ontario, Canada
$322K -$57.2K -1,148 -15%
Franklin Resources
561
Franklin Resources
California
$318K -$5.73M -114,828 -95%
CFMC
562
Curbstone Financial Management Corp
New Hampshire
$318K -$318K -6,380 -50%
FIM
563
Fruth Investment Management
Texas
$316K -$282K -5,657 -47%
VFA
564
Voya Financial Advisors
Connecticut
$316K -$9.83K -196 -3%
GLA
565
Great Lakes Advisors
Illinois
$314K -$6.33K -127 -2%
CBOR
566
Community Bank of Raymore
Missouri
$310K – – –
RJT
567
Raymond James Trust
Florida
$309K +$309K +6,203 New
SAM
568
Sawgrass Asset Management
Florida
$308K +$8.72K +175 +3%
CAI
569
Capital Advisors Inc
Oklahoma
$307K -$77.7K -1,559 -20%
CWM
570
Cornerstone Wealth Management
Missouri
$307K -$10.9K -217 -3%
CCA
571
Checchi Capital Advisers
California
$306K +$45K +903 +17%
CFA
572
Cahill Financial Advisors
Minnesota
$300K – – –
1SB
573
1ST Source Bank
Indiana
$297K +$798 +16 +0.3%
1832 Asset Management
574
1832 Asset Management
Ontario, Canada
$292K +$146K +2,925 +100%
ICOA
575
Investment Centers of America
North Dakota
$289K -$81.1K -1,633 -22%
21 22
23
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