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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 %
FWM
601
Frontier Wealth Management
Missouri
$243K +$243K +4,884 New
PCM
602
Penserra Capital Management
California
$242K +$222K +4,483 +1,135%
LIM
603
Leavell Investment Management
Alabama
$239K +$239K +4,800 New
MC
604
Moors & Cabot
Massachusetts
$238K -$189K -3,791 -44%
PHK
605
Point72 Hong Kong
Hong Kong
$232K -$435K -8,741 -65%
MAM
606
Martingale Asset Management
Massachusetts
$230K +$230K +4,601 New
OMCS
607
Old Mutual Customised Solutions
South Africa
$229K +$74.7K +1,500 +48%
AP
608
Appleton Partners
Massachusetts
$226K -$64.7K -1,300 -22%
HNB
609
Huntington National Bank
Ohio
$222K +$4.98K +100 +2%
TMAM
610
Tokio Marine Asset Management
Japan
$218K -$118K -2,374 -35%
SGA
611
Strategic Global Advisors
California
$218K +$218K +4,371 New
RIL
612
Rothschild Investment LLC
Illinois
$217K +$217K +4,357 New
WVP
613
Worth Venture Partners
New Jersey
$212K +$212K +4,246 New
CBN
614
Cadence Bank NA
Texas
$211K +$211K +4,243 New
BFC
615
Blue Fin Capital
Rhode Island
$209K +$209K +4,200 New
PGFC
616
Peapack-Gladstone Financial Corp
New Jersey
$208K +$208K +4,173 New
PMG
617
ProVise Management Group
Florida
$207K +$207K +4,149 New
CI
618
Cavalier Investments
Georgia
$206K +$206K +4,135 New
WA
619
WFG Advisors
Texas
$199K +$1.54K +31 +0.8%
NSIM
620
North Star Investment Management
Illinois
$198K +$20.7K +415 +12%
SWA
621
Sutton Wealth Advisors
Florida
$193K – – –
MSV
622
MN Services Vermogensbeheer
Netherlands
$193K – – –
VCM
623
Versant Capital Management
Arizona
$187K -$10.3K -207 -5%
IWM
624
IHT Wealth Management
Illinois
$185K +$185K +3,710 New
SC
625
SRB Corp
Massachusetts
$179K -$35.3K -708 -16%
23 24
25
26 27