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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
11.26%
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 %
OTL
351
Oak Thistle LLC
New York
$504K -$479K -16,413 -49%
PCM
352
Perritt Capital Management
Illinois
$497K -$2.34K -80 -0.5%
FDS
353
First Dallas Securities
Texas
$497K -$45.2K -1,550 -8%
CF
354
Copperwynd Financial
Arizona
$493K – – –
BC
355
Burney Company
Virginia
$485K -$14.6K -500 -3%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$483K -$27.8K -954 -5%
PFS
357
Prospera Financial Services
Texas
$482K -$41.7K -1,428 -8%
BIA
358
Beacon Investment Advisors
Maryland
$482K +$1.72K +59 +0.4%
TFO
359
Tarbox Family Office
California
$482K +$263 +9 +0.1%
CSIC
360
Clifford Swan Investment Counsel
California
$466K – – –
SCM
361
Shelton Capital Management
Colorado
$465K -$467K -16,000 -50%
BG
362
Bahl & Gaynor
Ohio
$464K – – –
PTC
363
Petrus Trust Company
Texas
$455K +$455K +15,583 New
SWM
364
Sendero Wealth Management
Texas
$449K – – –
KBC Group
365
KBC Group
Belgium
$449K -$1.07M -36,715 -70%
SWP
366
Stratos Wealth Partners
Ohio
$447K -$91.3K -3,129 -17%
VFA
367
Valeo Financial Advisors
Indiana
$444K +$59 +2 +0%
Empower Advisory Group
368
Empower Advisory Group
Colorado
$443K +$6.13K +210 +1%
RC
369
Roundview Capital
New Jersey
$439K -$10.4K -356 -2%
CCM
370
Campbell Capital Management
Florida
$438K +$438K +15,000 New
SACTSONJ
371
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$438K – – –
NSEDCP
372
NJ State Employees Deferred Compensation Plan
New Jersey
$438K – – –
AWM
373
Avior Wealth Management
Nebraska
$438K +$16.8K +574 +4%
CFMC
374
Curbstone Financial Management Corp
New Hampshire
$436K -$21.9K -750 -5%
NIM
375
NEOS Investment Management
Connecticut
$434K +$188K +6,434 +76%
13 14
15
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