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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 %
Winslow Capital Management
851
Winslow Capital Management
Minnesota
$4K -$5.2K -91 -57%
NC
852
NewSquare Capital
Pennsylvania
$4K – – –
WWM
853
Wagner Wealth Management
South Carolina
$4K – – –
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
BWM
855
Baystate Wealth Management
Massachusetts
$4K +$1.81K +33 +83%
IIC
856
Integrated Investment Consultants
Michigan
$4K +$4K +70 New
FCAG
857
First Capital Advisors Group
New Jersey
$4K +$4K +70 New
DWM
858
Destination Wealth Management
California
$4K +$4K +1,591 New
WPW
859
Winthrop Partners - WNY
New York
$3.84K +$3.84K +70 New
Nomura Holdings
860
Nomura Holdings
Japan
$3.57K +$528 +9,234 +17%
AW
861
Alpha Windward
Massachusetts
$3K – – –
SFG
862
SevenBridge Financial Group
Pennsylvania
$3K – – –
GWS
863
Glassman Wealth Services
Virginia
$3K +$541 +11 +22%
FRA
864
Front Row Advisors
California
$3K +$3K +49 New
SLF
865
Sun Life Financial
Ontario, Canada
$2.47K -$18.4K -1,057 -88%
SCA
866
Stuart Chaussee & Associates
California
$2K – – –
DSC
867
Duncker Streett & Co
Missouri
$2K – – –
PCM
868
Poehling Capital Management
Wisconsin
$2K – – –
CPIG
869
Chicago Partners Investment Group
Illinois
$2K +$2K +30 New
MPPLM
870
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K +$2K +42 New
SSB
871
Sandy Spring Bank
Maryland
$2K +$2K +43 New
OAJ
872
Ogorek Anthony Joseph
New York
$1K – – –
NR
873
Newfound Research
Massachusetts
$1K +$273 +6 +38%
AFNAS
874
American Financial Network Advisory Services
California
$216 -$279K -12,894 -100%
PC
875
PointState Capital
New York
– -$142M -2,163,804 Closed
33 34
35
36 37