LUV icon

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 %
EF
326
Empirical Finance
Pennsylvania
$594K 20,573 +143 +0.7%
NRD
327
Nebula Research & Development
New York
$590K 20,440 +20,440 New
DI
328
DFPG Investments
Utah
$589K 21,558 -579 -3%
IA
329
IFP Advisors
Florida
$586K 20,294 -79 -0.4%
BTWM
330
Baker Tilly Wealth Management
Wisconsin
$579K 20,047 -756 -4%
SC
331
Scotia Capital
Ontario, Canada
$574K 19,868 +19,868 New
Baird Financial Group
332
Baird Financial Group
Wisconsin
$571K 19,764 -4,005 -17%
NB
333
Norinchukin Bank
Japan
$567K 19,647 -297 -1%
WVP
334
Worth Venture Partners
New Jersey
$561K 19,433 -2,354 -11%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$559K 19,371 -237 -1%
USAA
336
United Services Automobile Association
Texas
$553K 19,131 +3,792 +25%
Public Employees Retirement Association of Colorado
337
Public Employees Retirement Association of Colorado
Colorado
$547K 18,938 – –
NMIMC
338
Northwestern Mutual Investment Management Company
Wisconsin
$545K 18,869 +69 +0.4%
FB
339
Fulton Bank
Pennsylvania
$541K 18,740 +998 +6%
FDS
340
First Dallas Securities
Texas
$536K 18,575 +18,575 New
SWP
341
Stratos Wealth Partners
Ohio
$533K 18,449 -1,442 -7%
BFEC
342
Benjamin F. Edwards & Company
Missouri
$530K 18,365 +3,079 +20%
WAG
343
Winthrop Advisory Group
Massachusetts
$521K 18,055 -100 -0.6%
NAM
344
Nissay Asset Management
Japan
$520K 18,002 +1,058 +6%
PFS
345
Prospera Financial Services
Texas
$518K 17,940 -1,589 -8%
FCI
346
Financial Counselors Inc
Kansas
$515K 17,816 -407 -2%
TCWM
347
Total Clarity Wealth Management
Illinois
$510K 17,654 -73 -0.4%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$505K 17,491 -217 -1%
CB
349
Cadence Bank
Mississippi
$504K 17,448 +703 +4%
SEC
350
Seven Eight Capital
New York
$502K 17,394 +17,394 New
12 13
14
15 16