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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 %
HSA
276
Hussman Strategic Advisors
Maryland
$910K 31,500 -10,500 -25%
Grantham, Mayo, Van Otterloo & Co (GMO)
277
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$910K 31,493 – –
VPIM
278
Vanguard Personalized Indexing Management
California
$898K 31,109 -15,458 -33%
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$895K 31,004 – –
AAS
280
Ameritas Advisory Services
Nebraska
$892K 30,400 +4,763 +19%
CB
281
Commerce Bank
Missouri
$853K 29,538 +11,699 +66%
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$847K 29,334 -470 -2%
William Blair & Company
283
William Blair & Company
Illinois
$820K 28,402 -368 -1%
HH
284
Hilltop Holdings
Texas
$812K 28,127 +3,937 +16%
EI
285
Ethic Inc
New York
$805K 27,863 +4,551 +20%
SI
286
Stephens Inc
Arkansas
$804K 27,856 -342 -1%
CCM
287
Chiron Capital Management
Florida
$803K 27,800 +200 +0.7%
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$799K 27,660 -3,024 -10%
NCM
289
Narwhal Capital Management
Georgia
$794K 27,508 -8,096 -23%
AAM
290
Alken Asset Management
United Kingdom
$786K 27,200 – –
UB
291
UMB Bank
Missouri
$778K 26,948 -1,145 -4%
1WM
292
1900 Wealth Management
Texas
$777K 26,910 – –
LI
293
LMCG Investments
Massachusetts
$774K 26,795 -13,300 -33%
PWG
294
Portside Wealth Group
Utah
$771K 26,704 -3,148 -11%
II
295
IFM Investors
Australia
$767K 26,568 – –
Skandinaviska Enskilda Banken (SEB)
296
Skandinaviska Enskilda Banken (SEB)
Sweden
$763K 26,405 – –
KWM
297
Kingsview Wealth Management
Oregon
$752K 26,050 -3,883 -13%
Nomura Holdings
298
Nomura Holdings
Japan
$741K 25,642 +25,642 New
BBA
299
Baader Bank Aktiengesellschaft
Germany
$709K 24,577 +3,577 +17%
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$708K 24,531 +2,514 +11%
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