LUV icon

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 %
EMG
701
ETF Managers Group
New Jersey
$35K 657 +657 New
CHP
702
Cable Hill Partners
Oregon
$31K 689 -50 -7%
BCM
703
Blume Capital Management
California
$30K 675 – –
CAW
704
Cornerstone Advisors (Washington)
Washington
$30K 676 +32 +5%
FHA
705
First Horizon Advisors
Tennessee
$28K 673 -22 -3%
DOA
706
D'Orazio & Associates
Virginia
$27K 605 +605 New
FIB
707
First Interstate Bank
Montana
$26K 583 -265 -31%
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$26K 571 – –
FANJ
709
Financial Architects (New Jersey)
New Jersey
$25K 557 +557 New
TC
710
Trust Company
Kansas
$24K 525 – –
PMFA
711
Plante Moran Financial Advisors
Michigan
$24K 526 +219 +71%
AW
712
Alpha Windward
Massachusetts
$23K 517 – –
KTC
713
Kistler-Tiffany Companies
Pennsylvania
$23K 504 – –
TCOV
714
Trust Company of Vermont
Vermont
$23K 532 – –
Nuveen Asset Management
715
Nuveen Asset Management
Illinois
$22.4K 500,579 +235,702 +89%
ATC
716
Adirondack Trust Company
New York
$22K 500 – –
VNA
717
Valley National Advisers
Pennsylvania
$22K 480 – –
BWP
718
Baldwin Wealth Partners
Massachusetts
$22K 500 +500 New
SAMC
719
Shinko Asset Management Company
Japan
$21K 469 – –
JIC
720
Joel Isaacson & Co
New York
$21K 473 – –
CFA
721
Carroll Financial Associates
North Carolina
$21K 475 – –
DBT
722
Dubuque Bank & Trust
Iowa
$20K 457 +10 +2%
GWM
723
Gupta Wealth Management
California
$19K 432 – –
GAM
724
Gemmer Asset Management
California
$19K 426 +426 New
FAM
725
Formidable Asset Management
Ohio
$18K 400 – –
27 28
29
30 31