LUV icon

Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.19B
2
Morgan Stanley
2
Morgan Stanley
New York
$310M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$198M
4
PI
4
Putnam Investments
Massachusetts
$402M
5
Franklin Resources
5
Franklin Resources
California
$296M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
2
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
4
Primecap Management
California
$3.04B
5
Boston Partners
5
Boston Partners
Massachusetts
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
NB
301
Norinchukin Bank
Japan
$2.25M 48,311 -1,175 -2%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$2.22M 47,656 -67,161 -58%
JF
303
Jump Financial
Illinois
$2.2M 47,296 +4,408 +10%
WC
304
Winmill & Co
New York
$2.19M 47,000 – –
Wealthfront Advisers
305
Wealthfront Advisers
California
$2.19M 46,990 +5,538 +13%
TA
306
Townsend & Associates
Colorado
$2.17M 46,512 +685 +1%
NCM
307
Narwhal Capital Management
Georgia
$2.17M 46,465 +5,746 +14%
Public Sector Pension Investment Board (PSP Investments)
308
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.16M 46,360 -24,940 -35%
Nordea Investment Management
309
Nordea Investment Management
Sweden
$2.13M 45,635 – –
ECM
310
Empirical Capital Management
Tennessee
$2.1M 45,000 +45,000 New
HAI
311
Hennessy Advisors Inc
California
$2.09M 44,900 -1,900 -4%
AWM
312
Avitas Wealth Management
California
$2.08M 44,701 +330 +0.7%
GAM
313
Griffin Asset Management
New York
$2.07M 44,412 -233 -0.5%
GT
314
Glenview Trust
Kentucky
$2.06M 44,252 -12,608 -22%
ACI
315
Alpha Cubed Investments
California
$2.06M 44,130 +44,130 New
CWM
316
Concentric Wealth Management
California
$2.05M 44,012 +1,345 +3%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$2.04M 43,744 -10,764 -20%
MA
318
Montag & Associates
Georgia
$2.04M 43,715 +37,544 +608%
CPA
319
Court Place Advisors
Maryland
$2.03M 43,607 -500 -1%
Holocene Advisors
320
Holocene Advisors
New York
$2.03M 43,529 -477,409 -92%
ACM
321
Ayrshire Capital Management
Connecticut
$2.01M 43,157 +1,692 +4%
MCCP
322
Mission Creek Capital Partners
California
$1.99M 42,705 +2,962 +7%
ASRS
323
Arizona State Retirement System
Arizona
$1.98M 42,550 -2,261 -5%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$1.96M 42,103 +5,276 +14%
PP
325
Patten & Patten
Tennessee
$1.92M 41,118 +4,725 +13%
11 12
13
14 15