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Southwest Airlines
LUV

Overview Fund Activity

848 hedge funds and large institutions have $23.6B invested in Southwest Airlines in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 276 increasing their positions, 349 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
-26
Holders Change %
-2.97%
% of All Funds
18.63%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
75
Increased
276
Reduced
349
Closed
97
Calls
$196M
Puts
$225M
Net Calls
-$29.1M
Net Calls Change
+$69.3M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$147M
2
Holocene Advisors
2
Holocene Advisors
New York
$133M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$127M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$61.4M
5
PAM
5
Panagora Asset Management
Massachusetts
$71.1M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$204M
2
Millennium Management
2
Millennium Management
New York
$1.75M
3
APG Asset Management
3
APG Asset Management
Netherlands
$103M
4
State Street
4
State Street
Massachusetts
$2.14B
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
726
TD Ameritrade Investment Management
Nebraska
$67K +$2.18K +40 +3%
NFG
727
Next Financial Group
Texas
$64K -$268 -5 -0.4%
BCWM
728
Bartlett & Co Wealth Management
Ohio
$63.5K +$55.4K +1,025 +683%
MA
729
MUFG Americas
New York
$63K +$37.7K +700 +149%
BC
730
Bartlett & Co
Ohio
$63K +$55K +1,025 +683%
GT
731
Glenmede Trust
Pennsylvania
$62.9K -$18K -333,958 -22%
CPA
732
Clear Perspective Advisors
Illinois
$60K – – –
AIC
733
Ameritas Investment Company
Nebraska
$60K +$60K +1,102 New
CFA
734
Carroll Financial Associates
North Carolina
$59K -$23.4K -436 -28%
AW
735
Alpha Windward
Massachusetts
$59K – – –
CAM
736
Close Asset Management
United Kingdom
$59K – – –
TWA
737
TCI Wealth Advisors
Arizona
$57K +$2.99K +55 +6%
WAP
738
Wealthcare Advisory Partners
Pennsylvania
$55K -$35.2K -649 -39%
TCM
739
Tradewinds Capital Management
Washington
$55K – – –
PAI
740
Pittenger & Anderson Inc
Nebraska
$54K -$5.4K -100 -9%
CC
741
Colrain Capital
Massachusetts
$54K – – –
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
BWA
743
BDO Wealth Advisors
Florida
$54K – – –
TCOV
744
Trust Company of Vermont
Vermont
$54K – – –
ANBT
745
American National Bank & Trust
Texas
$54K +$54K +1,000 New
BWA
746
Burt Wealth Advisors
Maryland
$49K -$6.15K -113 -11%
KWA
747
KCS Wealth Advisory
California
$44.1K +$44.1K +816 New
BCI
748
Brinker Capital Investments
Pennsylvania
$43K -$3.02K -56 -7%
CFN
749
Cordasco Financial Network
Florida
$43K – – –
NL
750
NVWM LLC
Pennsylvania
$42K +$31.2K +575 +288%
28 29
30
31 32