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Southwest Airlines
LUV

Overview Fund Activity

767 hedge funds and large institutions have $22.7B invested in Southwest Airlines in 2016 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 267 increasing their positions, 292 reducing their positions, and 75 closing their positions.

Holders
767
Holders Change
+21
Holders Change %
+2.82%
% of All Funds
20.47%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
104
Increased
267
Reduced
292
Closed
75
Calls
$144M
Puts
$107M
Net Calls
+$36.9M
Net Calls Change
-$67.4M

Top Buyers

1
AL
1
Appaloosa LP
New Jersey
$195M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.39B
3
HA
3
Homestead Advisers
Virginia
$137M
4
SC
4
Sculptor Capital
New York
$73.3M
5
SIG
5
Senator Investment Group
New York
$179M

Top Sellers

1
PC
1
PointState Capital
New York
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$153M
3
Capital World Investors
3
Capital World Investors
California
$0
4
PCM
4
PAR Capital Management
Massachusetts
$166M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$443M
Name Market Value Shares Shares
Change 		Shares
Change %
DWT
626
Dorsey & Whitney Trust
South Dakota
$222K 4,947 -842 -15%
WS
627
Wedbush Securities
California
$220K 4,915 -738 -13%
VWM
628
Venturi Wealth Management
Texas
$219K 4,896 +215 +5%
RCAG
629
Rehmann Capital Advisory Group
Michigan
$216K 4,815 +4,815 New
FMLI
630
Fukoku Mutual Life Insurance
Japan
$215K 4,800 -18,500 -79%
LIM
631
Leavell Investment Management
Alabama
$215K 4,800 -75 -2%
TDC
632
Thompson Davis & Co
Virginia
$214K 4,784 +3,552 +288%
WA
633
WFG Advisors
Texas
$213K 4,748 -91 -2%
SCM
634
Sterling Capital Management
North Carolina
$211K 4,707 – –
RBC
635
Ronald Blue & Co
Georgia
$211K 4,714 +4,714 New
FWCM
636
Ferguson Wellman Capital Management
Oregon
$209K 4,655 – –
MAM
637
Martingale Asset Management
Massachusetts
$207K 4,617 -512 -10%
RCA
638
Rowland Carmichael Advisors
Arizona
$206K 4,603 +4,603 New
FA
639
FDx Advisors
Illinois
$204K 4,560 +4,560 New
ACM
640
Aviance Capital Management
Florida
$202K 4,514 +4,514 New
Truist Financial
641
Truist Financial
North Carolina
$202K 4,527 +4,527 New
FWSM
642
First Wilshire Securities Management
California
$200K 4,475 +4,475 New
PAM
643
PartnerRe Asset Management
Connecticut
$193K 4,319 -100 -2%
BEAM
644
Baker Ellis Asset Management
Washington
$188K 4,200 – –
PAIA
645
Park Avenue Institutional Advisers
New York
$184K 4,097 -115 -3%
VCM
646
Versant Capital Management
Arizona
$184K 4,111 -32 -0.8%
SWA
647
Sutton Wealth Advisors
Florida
$174K 3,878 +3,878 New
MSV
648
MN Services Vermogensbeheer
Netherlands
$161K 4,085 +4,085 New
NSIM
649
North Star Investment Management
Illinois
$160K 3,561 +110 +3%
SC
650
SRB Corp
Massachusetts
$154K 3,439 +380 +12%
24 25
26
27 28