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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 %
P
576
Pitcairn
Pennsylvania
$288K -$12.5K -252 -4%
SI
577
SII Investments
Wisconsin
$285K -$66.4K -1,331 -19%
BSW
578
Buckingham Strategic Wealth
Missouri
$283K -$27K -542 -9%
BUB
579
BBVA USA Bancshares
Texas
$281K -$340K -6,828 -55%
TC
580
Telemus Capital
Michigan
$281K +$22.2K +446 +9%
DWM
581
Darwin Wealth Management
Florida
$277K – – –
EAM
582
Evanson Asset Management
California
$277K +$277K +5,565 New
MI
583
Markston International
New York
$274K – – –
Fifth Third Bancorp
584
Fifth Third Bancorp
Ohio
$273K -$8.11K -163 -3%
SFSIG
585
San Francisco Sentry Investment Group
California
$273K -$5.38K -108 -2%
Truist Financial
586
Truist Financial
North Carolina
$273K +$273K +5,479 New
GXMC
587
Global X Management Company
New York
$269K -$7.67K -154 -3%
SSA
588
Schonfeld Strategic Advisors
New York
$265K -$574K -11,493 -68%
RWM
589
Rench Wealth Management
Texas
$265K – – –
BEAM
590
Baker Ellis Asset Management
Washington
$263K +$28.9K +580 +12%
VC
591
Vicus Capital
Pennsylvania
$257K +$257K +5,151 New
HIM
592
Hillsdale Investment Management
Ontario, Canada
$254K -$49.8K -1,000 -16%
BFS
593
Bradley Foster & Sargent
Connecticut
$252K +$252K +5,049 New
EWM
594
Empirical Wealth Management
Washington
$251K +$251K +5,033 New
DWT
595
Dorsey & Whitney Trust
South Dakota
$251K +$251K +5,038 New
EGA
596
E&G Advisors
Texas
$249K -$29.9K -600 -11%
IC
597
InterOcean Capital
Illinois
$249K +$249K +5,000 New
QOP
598
Quinn Opportunity Partners
Virginia
$249K +$249K +5,000 New
IB
599
Intrust Bank
Kansas
$248K +$248K +4,985 New
SWM
600
Segment Wealth Management
Texas
$245K -$1.27M -25,505 -84%
22 23
24
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