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Southwest Airlines
LUV

Overview Fund Activity

872 hedge funds and large institutions have $26.6B invested in Southwest Airlines in 2018 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 314 increasing their positions, 337 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
-39
Holders Change %
-4.28%
% of All Funds
20.01%
Holding in Top 10
20
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-35.48%
% of All Funds
0.46%
New
87
Increased
314
Reduced
337
Closed
117
Calls
$237M
Puts
$278M
Net Calls
-$40.5M
Net Calls Change
-$172M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$224M
2
ECU
Egerton Capital (UK)
United Kingdom
+$169M
3
American Century Companies
American Century Companies
Missouri
+$142M
4
MIHAS
Maj Invest Holding A/S
Denmark
+$93.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$87.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$291M
2
Citadel Advisors
Citadel Advisors
Florida
-$148M
3
Ameriprise
Ameriprise
Minnesota
-$147M
4
PC
PointState Capital
New York
-$142M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
776
OneDigital Investment Advisors
Kansas
$38K -$7.61K -132 -17%
BCM
777
Blume Capital Management
California
$38K – – –
SPIA
778
Steward Partners Investment Advisory
New York
$35K -$113K -1,991 -76%
ANBT
779
American National Bank & Trust
Texas
$35K – – –
MCWS
780
McKinley Carter Wealth Services
West Virginia
$35K +$35K +617 New
CFA
781
Carroll Financial Associates
North Carolina
$34K -$13.1K -235 -28%
CLOS
782
Compagnie Lombard Odier SCmA
Switzerland
$33K -$58K -1,025 -64%
IBOK
783
Independence Bank of Kentucky
Kentucky
$33K – – –
CAPTRUST Financial Advisors
784
CAPTRUST Financial Advisors
North Carolina
$30K -$37.5K -700 -56%
TC
785
Trust Company
Kansas
$30K – – –
1IA
786
1834 Investment Advisors
Wisconsin
$30K – – –
LWM
787
Lenox Wealth Management
Ohio
$30K +$19.4K +341 +183%
TRCT
788
Tower Research Capital (TRC)
New York
$29K -$343K -5,919 -92%
AWA
789
Acorn Wealth Advisors
Michigan
$29K – – –
JWA
790
JFS Wealth Advisors
Pennsylvania
$29K +$29K +500 New
FC
791
Ferris Capital
Massachusetts
$29K +$29K +500 New
LWA
792
Lenox Wealth Advisors
New York
$28K +$25.5K +447 +1,040%
ATC
793
Adirondack Trust Company
New York
$26K – – –
WPA
794
West Paces Advisors
Georgia
$24.7K – – –
CCM
795
Covington Capital Management
California
$24K – – –
PWM
796
Perigon Wealth Management
California
$24K – – –
RFA
797
Reilly Financial Advisors
California
$23K -$5.75K -100 -20%
RIA
798
RPG Investment Advisory
California
$23K – – –
FPFS
799
First Personal Financial Services
North Carolina
$23K +$913 +16 +4%
CHP
800
Cable Hill Partners
Oregon
$22K -$22.3K -406 -50%
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