Southwest Airlines Co. (LUV) Shares Declined While Rockefeller Financial Services INC Increased by $26.55 Million Its Stake

April 16, 2018 - By Darrel Chase

Southwest Airlines Co. (NYSE:LUV) Corporate LogoDuring Q4 2017 the big money sentiment increased to 0.96. That’s change of 0.07, from 2017Q3’s 0.89. 43 investors sold all, 274 reduced holdings as LUV ratio improved. 188 rose stakes while 116 funds took stakes. Funds hold 452.86 million shares thus 2.65% more from 2017Q3’s 441.14 million shares. 28,275 are held by Montag A & Associate Inc. Jpmorgan Chase owns 9.00M shs or 0.12% of their US capital. State Common Retirement Fund reported 1.97M shs. Mitsubishi Ufj Bk Corporation holds 0.04% or 317,067 shs in its capital. Optimum Advsrs stated it has 9,719 shs or 0.2% of all its holdings. Profund Advsrs Ltd Limited Liability Company reported 19,006 shs. Tributary Ltd Company holds 0.07% in Southwest Airlines Co. (NYSE:LUV) or 11,600 shs. Winch Advisory Svcs Limited Liability accumulated 146 shs. Wells Fargo Company Mn has invested 0.04% of its capital in Southwest Airlines Co. (NYSE:LUV). Dalal Street Lc holds 5.11% or 300,975 shs in its capital. Gofen And Glossberg Ltd Il accumulated 6,700 shs or 0.02% of the stock. Moreover, Wealthtrust has 0.05% invested in Southwest Airlines Co. (NYSE:LUV). Next Financial Grp Inc Inc holds 0.12% of its capital in Southwest Airlines Co. (NYSE:LUV) for 4,346 shs. Oakworth Cap holds 0.03% in Southwest Airlines Co. (NYSE:LUV) or 2,338 shs. First Republic Mngmt Incorporated has invested 0.01% in Southwest Airlines Co. (NYSE:LUV).

LUV registered $7.80 million net activity with 1 insider buy and 8 selling transactions since October 17, 2017. Romo Tammy sold 20,272 shs worth $1.17M. On Tuesday, October 17 Shares for $1,886 were sold by BIGGINS J VERONICA. Jordan Robert E sold $2.12 million worth of Southwest Airlines Co. (NYSE:LUV) or 32,931 shs on Thursday, December 14. Wells Gregory D sold $490,066 worth of Southwest Airlines Co. (NYSE:LUV) on Tuesday, February 27. KELLY GARY C also sold $1.58M worth of Southwest Airlines Co. (NYSE:LUV) shs. The insider BROOKS DOUGLAS H sold $600,491.

In 2017Q4 Securities and Exchange filling is reported Rockefeller Financial Services Inc’s stake in Southwest Airlines Co. (LUV) which was upped by 12.79%. 408,507 shares were bought by Rockefeller Financial Services Inc as the company’s stock declined 14.07% with the market. The air freight and delivery services company announced $235.75 million value for the 2017Q4. Now the institutional investor is holding 3.60 million shares, compared to the 3.19 million from the previous quarter. $31.95B is Southwest Airlines Co.’s MC. The stock decreased 0.33% or $0.18 during the last trading session, reaching $54.89.Currently Southwest Airlines Co. is uptrending after 7.20% change in last April 16, 2017. LUV has also 4.93M shares volume. LUV underperformed the S&P500 by 4.35%.

According to a filing Rockefeller Financial Services Inc reduced its stake in Pentair Plc (NYSE:PNR) by 1.07M shares to 20,762 shares, valued at $1.47 million in 2017Q4. The fund operates about $6.34 billion US Long portfolio. Rockefeller Financial Services Inc has cut its stake in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) and also reduced its holding in Spdr S&P 500 Etf Trust (SPY) by 12,929 shares in the quarter, for a total of 395,161 shares.

Southwest Airlines Co. (NYSE:LUV) Ratings Coverage

In total 11 analysts cover Southwest Airlines (NYSE:LUV). “Buy” rating has 8, “Sell” are 0, while 3 are “Hold”. 73% are bullish. 18 are the (NYSE:LUV)’s analyst reports since October 27, 2017 according to StockzIntelligence Inc. On Friday, October 27 the stock has “Neutral” rating by Buckingham Research. In Thursday, December 14 report Atlantic Securities upgraded the stock to “Overweight” rating. The company rating was upgraded by Buckingham Research on Thursday, March 22. On Thursday, March 29 the rating was maintained by Stephens with “Buy”. In Wednesday, November 1 report JP Morgan maintained the stock with “Overweight” rating. On Friday, January 26 Stephens maintained Southwest Airlines Co. (NYSE:LUV) with “Buy” rating. The stock rating was downgraded by JP Morgan to “Neutral” on Tuesday, January 30. The stock rating was maintained by UBS with “Buy” on Thursday, March 22. On Thursday, April 12 the stock has “Overweight” rating by Morgan Stanley. On Monday, January 8 the stock of Southwest Airlines Co. (NYSE:LUV) has “Buy” rating given by Stephens.

Southwest Airlines Co. (NYSE:LUV) Institutional Investors Chart

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