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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FHA
676
First Horizon Advisors
Tennessee
$48K 1,158 – –
CAL
677
Capital Analysts LLC
Pennsylvania
$47K 949 – –
AA
678
AlphaMark Advisors
Kentucky
$45K 900 +900 New
BCM
679
Blume Capital Management
California
$42K 835 – –
CLOS
680
Compagnie Lombard Odier SCmA
Switzerland
$40K 805 -450 -36%
BFEC
681
Benjamin F. Edwards & Company
Missouri
$37K 742 – –
ZB
682
Zions Bancorporation
Utah
$30K 611 -381 -38%
ANBT
683
American National Bank & Trust
Texas
$30K 610 – –
RFA
684
Reilly Financial Advisors
California
$27K 542 -440 -45%
CHP
685
Cable Hill Partners
Oregon
$26K 512 -177 -26%
TC
686
Trust Company
Kansas
$26K 525 – –
SFS
687
Sowell Financial Services
Arkansas
$26K 451 +451 New
BWP
688
Baldwin Wealth Partners
Massachusetts
$25K 500 – –
TCOV
689
Trust Company of Vermont
Vermont
$25K 500 – –
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$25K 504 – –
VNA
691
Valley National Advisers
Pennsylvania
$24K 490 -16 -3%
JIC
692
Joel Isaacson & Co
New York
$24K 473 – –
PWM
693
Perigon Wealth Management
California
$24K 413 +413 New
ATC
694
Adirondack Trust Company
New York
$23K 465 -35 -7%
CFA
695
Carroll Financial Associates
North Carolina
$23K 475 – –
WPA
696
West Paces Advisors
Georgia
$21.5K 431 +431 New
Carson Wealth (CWM LLC)
697
Carson Wealth (CWM LLC)
Nebraska
$19K 381 +281 +281%
CFS
698
Commonwealth Financial Services
West Virginia
$18K 346 – –
QAM
699
QCI Asset Management
New York
$17K 342 – –
ECM
700
Elgethun Capital Management
South Dakota
$17K 345 +345 New
26 27
28
29 30