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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 %
MLICM
301
Metropolitan Life Insurance Company (MetLife)
New York
$701K 24,264 -379 -2%
CPA
302
Court Place Advisors
Maryland
$696K 24,103 -4,988 -17%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$694K 24,047 -10,165 -30%
Cerity Partners
304
Cerity Partners
New York
$692K 23,949 +23,949 New
Neuberger Berman Group
305
Neuberger Berman Group
New York
$682K 23,604 +6,295 +36%
Wealth Enhancement Advisory Services
306
Wealth Enhancement Advisory Services
Minnesota
$668K 23,142 -4,066 -15%
DnB Asset Management
307
DnB Asset Management
Norway
$667K 23,093 -978 -4%
AAM
308
Advisors Asset Management
Colorado
$659K 22,834 -1,843 -7%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$655K 22,686 -3,752 -14%
HFS
310
Howard Financial Services
Texas
$653K 22,616 +125 +0.6%
PCIA
311
Prime Capital Investment Advisors
Kansas
$651K 22,534 -2,962 -12%
DC
312
Davenport & Co
Virginia
$651K 22,492 -542 -2%
BFM
313
Boothbay Fund Management
New York
$649K 22,473 -54,360 -71%
USCWA
314
U.S. Capital Wealth Advisors
Texas
$645K 22,341 -693 -3%
AIMCA
315
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$641K 22,200 +22,200 New
MCCP
316
Mission Creek Capital Partners
California
$639K 22,134 -3,592 -14%
SCI
317
Stableford Capital II
Arizona
$622K 20,853 +551 +3%
HI
318
Harbour Investments
Wisconsin
$617K 21,376 -2,446 -10%
RBFC
319
Roman Butler Fullerton & Co
Missouri
$617K 20,502 +20,502 New
CAI
320
Capital Advisors Inc
Oklahoma
$613K 21,242 +8,507 +67%
KRSITF
321
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$613K 21,237 -1,032 -5%
WIA
322
World Investment Advisors
California
$613K 21,101 -408 -2%
RAM
323
Readystate Asset Management
Illinois
$606K 20,974 +20,974 New
CCI
324
Credit Capital Investments
New Jersey
$601K 20,819 +7,000 +51%
CIA
325
Concurrent Investment Advisors
Florida
$600K 20,773 +20,773 New
11 12
13
14 15