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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 %
UFA
751
US Financial Advisors
Massachusetts
$5K 113 – –
LWA
752
Lowe Wealth Advisors
Maryland
$5K 110 +45 +69%
AP
753
Advisors Preferred
Maryland
$5K 104 +104 New
VIA
754
Vident Investment Advisory
Georgia
$4.45K 99,240 +50,504 +104%
FWM
755
Focused Wealth Management
New York
$3K 60 – –
SEC
756
Seven Eight Capital
New York
$2K 34 -3,800 -99%
JFA
757
JNBA Financial Advisors
Minnesota
$2K 40 – –
CAM
758
ClariVest Asset Management
California
$2K 59 – –
PRS
759
Pinkerton Retirement Specialists
Idaho
$2K 18 +18 New
JWA
760
JFS Wealth Advisors
Pennsylvania
$2K 50 +50 New
CGT
761
Capital Guardian Trust
California
$2K 50 +50 New
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$1.7K 38 – –
PCP
763
Proficio Capital Partners
Massachusetts
$1K 21 -9 -30%
DSC
764
Duncker Streett & Co
Missouri
$1K 29 – –
RWA
765
Ropes Wealth Advisors
Massachusetts
$1K 21 +3 +17%
WAS
766
Winch Advisory Services
Wisconsin
$1K 18 +7 +64%
LP
767
LMR Partners
United Kingdom
$572 12,775 +5,397 +73%
PCM
768
Penserra Capital Management
California
$6 150 -2 -1%
PC
769
PointState Capital
New York
– – -2,749,592 Closed
Capital World Investors
770
Capital World Investors
California
– – -2,250,000 Closed
Jacobs Levy Equity Management
771
Jacobs Levy Equity Management
New Jersey
– – -636,010 Closed
CGI
772
CI Global Investments
California
– – -500,000 Closed
HI
773
HBK Investments
Texas
– – -376,900 Closed
Renaissance Technologies
774
Renaissance Technologies
New York
– – -309,180 Closed
DCM
775
Discovery Capital Management
Connecticut
– – -273,000 Closed
29 30
31
32 33