LUV icon

Southwest Airlines
LUV

Overview Fund Activity

800 hedge funds and large institutions have $26.4B invested in Southwest Airlines in 2017 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 307 reducing their positions, and 80 closing their positions.

Holders
800
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
19.98%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.52%
New
82
Increased
280
Reduced
307
Closed
80
Calls
$337M
Puts
$291M
Net Calls
+$45.8M
Net Calls Change
+$33.1M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$279M
2
GT
2
Glenmede Trust
Pennsylvania
$129M
3
Citadel Advisors
3
Citadel Advisors
Florida
$149M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$93.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$99.5M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$24K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.71B
3
CG
3
Carmignac Gestion
France
$0
4
SAC
4
Smith Affiliated Capital
New York
$115M
5
State Street
5
State Street
Massachusetts
$1.14B
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
626
Sowell Financial Services
Arkansas
$256K 4,737 -391 -8%
AP
627
Appleton Partners
Massachusetts
$254K 4,540 – –
IWM
628
IHT Wealth Management
Illinois
$253K 4,392 -38 -0.9%
RWM
629
Rench Wealth Management
Texas
$252K 4,507 +10 +0.2%
BHA
630
Beech Hill Advisors
New York
$252K 4,500 +4,500 New
CWM
631
Cornerstone Wealth Management
Missouri
$251K 4,366 -263 -6%
GC
632
Gratry & Company
Ohio
$249K 4,440 – –
NSIM
633
North Star Investment Management
Illinois
$248K 4,430 – –
NA
634
NewEdge Advisors
Louisiana
$247K 4,285 +1,700 +66%
ICOA
635
Investment Centers of America
North Dakota
$245K 4,384 -842 -16%
APP
636
Avantax Planning Partners
Iowa
$242K 4,315 +310 +8%
Mariner
637
Mariner
Kansas
$241K 4,311 -5,097 -54%
PGFC
638
Peapack-Gladstone Financial Corp
New Jersey
$239K 4,277 – –
Truist Financial
639
Truist Financial
North Carolina
$238K 4,248 -696 -14%
SA
640
SpiderRock Advisors
Delaware
– – – –
ZIM
641
Zacks Investment Management
Illinois
$236K 4,225 +4,225 New
BP
642
Ballentine Partners
Massachusetts
$235K 4,179 +38 +0.9%
PCM
643
Penserra Capital Management
California
$231K 4,130 +490 +13%
SLF
644
Sun Life Financial
Ontario, Canada
$226K 4,034 -361 -8%
CAW
645
Cornerstone Advisors (Washington)
Washington
$225K 4,023 -89 -2%
RIL
646
Rothschild Investment LLC
Illinois
$225K 4,024 – –
GC
647
Giverny Capital
Quebec, Canada
$222K 3,961 – –
PMG
648
ProVise Management Group
Florida
$221K 3,949 -200 -5%
SWA
649
Sutton Wealth Advisors
Florida
$218K 3,894 – –
SI
650
SII Investments
Wisconsin
$217K 3,816 -1,932 -34%
24 25
26
27 28