LUV icon

Southwest Airlines
LUV

Overview Fund Activity

821 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 281 reducing their positions, and 90 closing their positions.

Holders
821
Holders Change
+37
Holders Change %
+4.72%
% of All Funds
10.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
237
Reduced
281
Closed
90
Calls
$371M
Puts
$541M
Net Calls
-$170M
Net Calls Change
-$82.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$218M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$95.5M
5
SSM
5
Sound Shore Management
Connecticut
$85.3M

Top Sellers

1
PTC
1
Provident Trust Company
Wisconsin
$0
2
Nomura Holdings
2
Nomura Holdings
Japan
$26.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$305K
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$596K 17,739 -5,306 -23%
AWM
327
AE Wealth Management
Kansas
$594K 17,657 -432 -2%
IMC Chicago
328
IMC Chicago
Illinois
$591K 17,586 -61,610 -78%
Public Employees Retirement Association of Colorado
329
Public Employees Retirement Association of Colorado
Colorado
$580K 17,266 -90 -0.5%
WAG
330
Winthrop Advisory Group
Massachusetts
$572K 17,000 -207 -1%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$570K 17,342 +1,097 +7%
PCM
332
Perritt Capital Management
Illinois
$568K 16,898 -100 -0.6%
DAM
333
DLD Asset Management
New York
$568K 50,000 +50,000 New
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$563K 16,744 +2,140 +15%
SPIA
335
Steward Partners Investment Advisory
New York
$559K 16,623 +695 +4%
FFM
336
Forum Financial Management
Illinois
$558K 16,599 +7,963 +92%
Neuberger Berman Group
337
Neuberger Berman Group
New York
$556K 16,539 +538 +3%
TFO
338
Tarbox Family Office
California
$556K 16,527 +32 +0.2%
SC
339
Savant Capital
Illinois
$555K 16,503 +1,941 +13%
MWC
340
MBM Wealth Consultants
Missouri
$546K 16,352 +1,676 +11%
Macquarie Group
341
Macquarie Group
Australia
$542K 374,055 +358,888 +2,366%
CB
342
Cadence Bank
Mississippi
$542K 16,112 -796 -5%
QOP
343
Quinn Opportunity Partners
Virginia
$538K 16,000 – –
KPWS
344
Kestra Private Wealth Services
Texas
$537K 15,976 +6,138 +62%
CF
345
Copperwynd Financial
Arizona
$537K 15,964 -925 -5%
CSIC
346
Clifford Swan Investment Counsel
California
$536K 15,954 – –
SCM
347
Shelton Capital Management
Colorado
$536K 15,954 +8 +0.1%
BG
348
Bahl & Gaynor
Ohio
$535K 15,900 – –
IIM
349
INTECH Investment Management
Florida
$534K 15,897 +8,477 +114%
DWM
350
Diversify Wealth Management
Utah
$534K 16,135 +409 +3%
12 13
14
15 16