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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 %
EF
701
Empirical Finance
Pennsylvania
$16K 307 +307 New
EARNEST Partners
702
EARNEST Partners
Georgia
$16K 317 +317 New
OSNBOA
703
Old Second National Bank of Aurora
Illinois
$15K 300 – –
TSW
704
Thompson Siegel & Walmsley
Virginia
$15K 300 – –
PMFA
705
Plante Moran Financial Advisors
Michigan
$15K 295 – –
SPIA
706
Steward Partners Investment Advisory
New York
$15K 309 +309 New
PCP
707
Proficio Capital Partners
Massachusetts
$14K 285 +40 +16%
FPFS
708
First Personal Financial Services
North Carolina
$13K 261 +150 +135%
AIL
709
AGF Investments LLC
Ontario, Canada
$13K 248 +248 New
EWM
710
Edge Wealth Management
New York
$12K 250 – –
BWA
711
Burt Wealth Advisors
Maryland
$11K 225 – –
AIM
712
Advantage Investment Management
Iowa
$10K 200 – –
CP
713
Corbenic Partners
Pennsylvania
$10K 200 – –
CAL
714
Capital Advisors Ltd
Ohio
$10K 202 – –
PG
715
Patten Group
Tennessee
$10K 185 – –
MCA
716
Mercer Capital Advisers
New Jersey
$10K 200 – –
CFA
717
CT Financial Advisors
Pennsylvania
$9.97K 200 – –
GI
718
Gradient Investments
Minnesota
$9K 177 – –
PRS
719
Pinkerton Retirement Specialists
Idaho
$9K 177 +30 +20%
GAM
720
Gemmer Asset Management
California
$8K 158 +83 +111%
WOC
721
West Oak Capital
California
$7.48K 150 +150 New
WAS
722
Winch Advisory Services
Wisconsin
$7K 145 +100 +222%
GBT
723
Grove Bank & Trust
Florida
$7K 145 +145 New
CFD
724
Creative Financial Designs
Indiana
$7K 152 +152 New
BTIS
725
BB&T Investment Services
North Carolina
$6K 120 +120 New
27 28
29
30 31