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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 %
TPWA
351
TRUE Private Wealth Advisors
Oregon
$502K 17,383 +369 +2%
Korea Investment Corp
352
Korea Investment Corp
South Korea
$499K 17,291 +17,226 +26,502%
PCG
353
Prosperity Consulting Group
Maryland
$499K 17,269 -8,645 -33%
MC
354
Maverick Capital
Texas
$496K 17,176 +7,643 +80%
BCIM
355
British Columbia Investment Management
British Columbia, Canada
$496K 17,160 +3,698 +27%
PCM
356
Perritt Capital Management
Illinois
$494K 17,110 – –
BC
357
Burney Company
Virginia
$494K 17,108 -2,272 -12%
PK
358
Pflug Koory
Nebraska
$491K 16,986 +1,409 +9%
BF
359
BOK Financial
Oklahoma
$489K 16,944 -997 -6%
CF
360
Copperwynd Financial
Arizona
$488K 16,889 -230 -1%
Credit Agricole
361
Credit Agricole
France
$487K 16,866 +11,265 +201%
OPWM
362
Oxinas Partners Wealth Management
Indiana
$483K 16,737 -570 -3%
TFO
363
Tarbox Family Office
California
$476K 16,495 +110 +0.7%
BIA
364
Beacon Investment Advisors
Maryland
$475K 16,454 -50 -0.3%
SPA
365
Sherbrooke Park Advisers
New York
$474K 16,410 +16,410 New
HT
366
HAP Trading
New York
$473K 16,370 -1,292 -7%
Squarepoint
367
Squarepoint
New York
$466K 16,152 -17 -0.1%
CSIC
368
Clifford Swan Investment Counsel
California
$461K 15,954 -300 -2%
BG
369
Bahl & Gaynor
Ohio
$459K 15,900 -41 -0.3%
Nordea Investment Management
370
Nordea Investment Management
Sweden
$457K 15,827 -807,952 -98%
CFMC
371
Curbstone Financial Management Corp
New Hampshire
$453K 15,700 -1,650 -10%
FI
372
FJ Investments
Utah
$445K 15,400 +15,400 New
RC
373
Roundview Capital
New Jersey
$445K 15,395 -600 -4%
SWM
374
Sendero Wealth Management
Texas
$444K 15,388 – –
CA
375
Cetera Advisors
Colorado
$442K 15,319 -5,057 -25%
13 14
15
16 17