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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 %
ETC
251
Exchange Traded Concepts
Oklahoma
$1.09M 37,762 +37,762 New
SAM
252
Securian Asset Management
Minnesota
$1.09M 37,668 -5,075 -12%
I
253
INVST
Indiana
$1.08M 34,914 -4,011 -10%
LDB
254
Lee, Danner & Bass
Tennessee
$1.08M 37,241 -5,585 -13%
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$1.07M 37,165 +3,586 +11%
VI
256
Versor Investments
New York
$1.07M 37,000 +37,000 New
ECM
257
Everence Capital Management
Indiana
$1.07M 36,990 -4,480 -11%
MVA
258
Mount Vernon Associates
Maryland
$1.05M 36,350 -500 -1%
MML Investors Services
259
MML Investors Services
Massachusetts
$1.05M 36,373 +3,781 +12%
LSERS
260
Louisiana State Employees Retirement System
Louisiana
$1.04M 36,000 -900 -2%
NIM
261
Needham Investment Management
New York
$1.02M 35,250 +15,250 +76%
ITC
262
Inspire Trust Company
Nevada
$1.01M 34,907 +34,907 New
Zurich Cantonal Bank
263
Zurich Cantonal Bank
Switzerland
$1M 34,666 -15,552 -31%
AWS
264
Atria Wealth Solutions
New York
$981K 33,927 -15,607 -32%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$981K 33,956 -10,957 -24%
OTL
266
Oak Thistle LLC
New York
$972K 33,673 -29,215 -46%
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$967K 33,500 -7,022 -17%
CGH
268
Crossmark Global Holdings
Texas
$956K 33,125 +1,371 +4%
GCP
269
GSA Capital Partners
United Kingdom
$954K 33,041 +33,041 New
GAM
270
Groupama Asset Management
France
$945K 65,734 +65,734 New
ANB
271
Amarillo National Bank
Texas
$942K 32,630 +150 +0.5%
Allianz Asset Management
272
Allianz Asset Management
Germany
$935K 32,370 -1,290 -4%
AAS
273
Avantax Advisory Services
Texas
$934K 32,342 -776 -2%
SCM
274
Shelton Capital Management
Colorado
$923K 31,946 +6,000 +23%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$912K 31,575 +831 +3%
9 10
11
12 13