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Southwest Airlines
LUV

Overview Fund Activity

780 hedge funds and large institutions have $14B invested in Southwest Airlines in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 216 increasing their positions, 321 reducing their positions, and 89 closing their positions.

Holders
780
Holders Change
+21
Holders Change %
+2.77%
% of All Funds
11.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
119
Increased
216
Reduced
321
Closed
89
Calls
$477M
Puts
$620M
Net Calls
-$142M
Net Calls Change
-$76.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.54B
2
Morgan Stanley
2
Morgan Stanley
New York
$415M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$227M
4
USGIU
4
U.S. Global Investors (USGI)
Texas
$179M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$169M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$295M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$87.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$11.4M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$693M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$1.4M 48,077 -15,200 -24%
MA
227
Mutual Advisors
Nebraska
$1.39M 48,217 +26,842 +126%
GT
228
Glenmede Trust
Pennsylvania
$1.39M 48,154 +18,943 +65%
KRS
229
Kentucky Retirement Systems
Kentucky
$1.38M 47,696 -2,181 -4%
RGI
230
River Global Investors
United Kingdom
$1.38M 47,670 +7,440 +18%
Corient Private Wealth
231
Corient Private Wealth
Florida
$1.35M 46,678 +14,564 +45%
Capstone Investment Advisors
232
Capstone Investment Advisors
New York
$1.34M 46,506 -11,500 -20%
TLA
233
Tanglewood Legacy Advisors
Texas
$1.34M 46,464 – –
Schroder Investment Management Group
234
Schroder Investment Management Group
United Kingdom
$1.33M 45,922 +4,768 +12%
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$1.31M 45,381 – –
Allspring Global Investments
236
Allspring Global Investments
North Carolina
$1.28M 44,335 -5,896 -12%
PAG
237
Private Advisor Group
New Jersey
$1.28M 44,280 -2,500 -5%
Pacer Advisors
238
Pacer Advisors
Pennsylvania
$1.27M 44,045 -13,588 -24%
Nomura Asset Management
239
Nomura Asset Management
Japan
$1.27M 43,828 -8,329 -16%
KPWS
240
Kestra Private Wealth Services
Texas
$1.24M 42,993 +1,929 +5%
GS
241
GTS Securities
New York
$1.2M 41,657 -98,742 -70%
ASRS
242
Arizona State Retirement System
Arizona
$1.18M 40,926 +339 +0.8%
HAM
243
Hedges Asset Management
Nevada
$1.18M 40,900 -10,900 -21%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$1.18M 40,689 +2,471 +6%
HIMCH
245
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M 40,204 -418 -1%
IAA
246
Independent Advisor Alliance
North Carolina
$1.14M 39,490 -6,499 -14%
QCM
247
Qsemble Capital Management
New York
$1.13M 39,026 -10,374 -21%
NWM
248
Navigation Wealth Management
Colorado
$1.12M 38,771 – –
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$1.11M 35,411 +35,411 New
SCM
250
Stevens Capital Management
Pennsylvania
$1.09M 37,818 +25,680 +212%
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