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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 %
SFA
376
Sequoia Financial Advisors
Ohio
$439K 15,198 +15,198 New
WIC
377
Woodmont Investment Counsel
Tennessee
$438K 15,161 -3,235 -18%
VFA
378
Valeo Financial Advisors
Indiana
$437K 15,143 +2,291 +18%
FFA
379
Fortune Financial Advisors
Kansas
$437K 15,132 -858 -5%
NSEDCP
380
NJ State Employees Deferred Compensation Plan
New Jersey
$433K 15,000 – –
SACTSONJ
381
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$433K 15,000 – –
NG
382
Norden Group
Utah
$433K 14,988 -2,311 -13%
Empower Advisory Group
383
Empower Advisory Group
Colorado
$432K 14,971 +227 +2%
ARC
384
Advisor Resource Council
Texas
$428K 14,826 +5,178 +54%
AF
385
Allworth Financial
California
$426K 14,742 +1,143 +8%
EWS
386
Evergreen Wealth Solutions
Pennsylvania
$425K 14,724 -475 -3%
EA
387
Everpar Advisors
Oklahoma
$417K 14,446 +14,446 New
AWM
388
Avior Wealth Management
Nebraska
$416K 14,416 +1,593 +12%
HCA
389
Harbor Capital Advisors
Illinois
$415K 14,383 +64 +0.4%
SPIA
390
Steward Partners Investment Advisory
New York
$409K 14,172 -978 -6%
IF
391
Intrua Financial
Texas
$408K 14,123 +14,123 New
UCFA
392
United Capital Financial Advisors
Texas
$407K 14,100 +14,100 New
PMAM
393
Picton Mahoney Asset Management
Ontario, Canada
$407K 14,087 +14,087 New
VWA
394
Visionary Wealth Advisors
Illinois
$406K 14,052 +2,661 +23%
LNWWM
395
Laird Norton Wetherby Wealth Management
California
$404K 13,997 +4,441 +46%
SFS
396
Sowell Financial Services
Arkansas
$396K 13,615 -4,054 -23%
GIBU
397
Gulf International Bank (UK)
United Kingdom
$395K 13,698 – –
TIM
398
Total Investment Management
Arizona
$389K 13,470 +596 +5%
MGP
399
Metis Global Partners
California
$388K 13,430 -1,133 -8%
PA
400
Parallel Advisors
California
$387K 13,414 -403 -3%
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16
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