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Southwest Airlines
LUV

Overview Fund Activity

777 hedge funds and large institutions have $14B invested in Southwest Airlines in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 234 increasing their positions, 305 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
103
Increased
234
Reduced
305
Closed
95
Calls
$356M
Puts
$505M
Net Calls
-$149M
Net Calls Change
-$7.21M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$395M
2
Capital World Investors
2
Capital World Investors
California
$1.79B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B
5
TC
5
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
USGIU
2
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
3
Millennium Management
New York
$13.4M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
301
Versor Investments
New York
$725K -$355K -12,157 -33%
KWM
302
Kingsview Wealth Management
Oregon
$723K -$37.4K -1,280 -5%
DnB Asset Management
303
DnB Asset Management
Norway
$721K +$47.4K +1,623 +7%
PCIA
304
Prime Capital Investment Advisors
Kansas
$720K +$62.4K +2,136 +9%
Wealth Enhancement Advisory Services
305
Wealth Enhancement Advisory Services
Minnesota
$712K +$36.4K +1,248 +5%
Neuberger Berman Group
306
Neuberger Berman Group
New York
$705K +$16.3K +557 +2%
MLICM
307
Metropolitan Life Insurance Company (MetLife)
New York
$702K -$5.84K -200 -0.8%
VAS
308
Vestmark Advisory Solutions
Massachusetts
$696K +$568K +19,453 +445%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$673K +$137K +4,705 +26%
HFS
310
Howard Financial Services
Texas
$665K +$4.35K +149 +0.7%
SFS
311
Sowell Financial Services
Arkansas
$653K +$256K +8,763 +64%
MFS
312
Mirabella Financial Services
United Kingdom
$640K +$640K +21,852 New
William Blair & Company
313
William Blair & Company
Illinois
$636K -$193K -6,597 -23%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$635K -$66.6K -2,281 -9%
BFM
315
Boothbay Fund Management
New York
$629K -$27K -926 -4%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$626K +$60.5K +2,071 +11%
USCWA
317
U.S. Capital Wealth Advisors
Texas
$623K -$29K -995 -4%
EF
318
Empirical Finance
Pennsylvania
$622K +$21.4K +733 +4%
AAM
319
Advisors Asset Management
Colorado
$618K -$48.5K -1,661 -7%
DC
320
Davenport & Co
Virginia
$617K -$39.3K -1,345 -6%
CCM
321
Chiron Capital Management
Florida
$610K -$201K -6,900 -25%
GCP
322
GSA Capital Partners
United Kingdom
$603K -$362K -12,395 -38%
GAM
323
Groupama Asset Management
France
$601K -$2.45M -52,784 -80%
GCM
324
Greenland Capital Management
New York
$598K +$598K +20,500 New
CPA
325
Court Place Advisors
Maryland
$598K -$106K -3,625 -15%
11 12
13
14 15