LUV icon

Southwest Airlines
LUV

Overview Fund Activity

746 hedge funds and large institutions have $24B invested in Southwest Airlines in 2015 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 228 increasing their positions, 288 reducing their positions, and 50 closing their positions.

Holders
746
Holders Change
+66
Holders Change %
+9.71%
% of All Funds
19.59%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.81%
New
126
Increased
228
Reduced
288
Closed
50
Calls
$274M
Puts
$170M
Net Calls
+$104M
Net Calls Change
+$28.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.13B
2
AM
2
Appaloosa Management
Florida
$185M
3
SIG
3
Senator Investment Group
New York
$108M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$505M
5
American Century Companies
5
American Century Companies
Missouri
$74.5M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.05B
2
JHIU
2
Janus Henderson Investors US
Colorado
$188M
3
Citadel Advisors
3
Citadel Advisors
Florida
$88.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$243M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
601
Geneva Advisors
Illinois
$231K +$231K +5,375 New
CAS
602
Cue Advisory Services
Arizona
$228K – – –
CG
603
Cutler Group
California
$227K +$227K +5,277 New
VFS
604
VSR Financial Services
Kansas
$221K +$221K +5,126 New
MAM
605
Martingale Asset Management
Massachusetts
$221K +$221K +5,129 New
NFG
606
Nadler Financial Group
Illinois
$218K +$218K +5,058 New
EAM
607
Evanson Asset Management
California
$218K +$218K +5,065 New
MA
608
Montag & Associates
Georgia
$215K -$21.5K -500 -9%
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$215K +5,000 New
LIM
610
Leavell Investment Management
Alabama
$210K +$210K +4,875 New
WA
611
WFG Advisors
Texas
$208K -$79.9K -1,858 -28%
VAM
612
Verity Asset Management
North Carolina
$207K +$207K +4,811 New
SKK
613
Shepherd Kaplan Krochuk
Massachusetts
$205K +$205K +4,763 New
SCM
614
Sterling Capital Management
North Carolina
$203K +$203K +4,707 New
VWM
615
Venturi Wealth Management
Texas
$202K +$202K +4,681 New
FWCM
616
Ferguson Wellman Capital Management
Oregon
$200K +$200K +4,655 New
HCM
617
Highbridge Capital Management
New York
$200K +$200K +4,661 New
PAM
618
PartnerRe Asset Management
Connecticut
$190K -$323K -7,514 -63%
PAIA
619
Park Avenue Institutional Advisers
New York
$181K -$7.48K -174 -4%
BEAM
620
Baker Ellis Asset Management
Washington
$181K +$4.31K +100 +2%
VCM
621
Versant Capital Management
Arizona
$178K +$178K +4,143 New
CCMW
622
Cypress Capital Management (Wyoming)
Wyoming
$177K – – –
SEC
623
Seven Eight Capital
New York
$165K +$165K +3,834 New
CTC
624
Central Trust Company
Missouri
$155K -$2.79K -65 -2%
HNB
625
Huntington National Bank
Ohio
$150K – – –
23 24
25
26 27