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Southwest Airlines
LUV

Overview Fund Activity

752 hedge funds and large institutions have $15.3B invested in Southwest Airlines in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 281 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-25
Holders Change %
-3.22%
% of All Funds
10.94%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
90
Increased
231
Reduced
281
Closed
107
Calls
$639M
Puts
$534M
Net Calls
+$105M
Net Calls Change
+$255M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$567M
2
Goldman Sachs
Goldman Sachs
New York
$365M
3
UBS Group
UBS Group
Switzerland
$251M
4
Franklin Resources
Franklin Resources
California
$589M
5
EIM
Elliott Investment Management
Florida
$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$758K
2
Capital World Investors
Capital World Investors
California
$1.66B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$232M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$377K -$41.1K -1,438 -10%
LW
377
Linscomb Wealth
Texas
$376K +$28.6K +1,000 +8%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$372K -$22.6K -791 -6%
SCA
379
Snowden Capital Advisors
New York
$367K -$13.3K -462 -4%
IAA
380
Independent Advisor Alliance
North Carolina
$365K -$755K -26,394 -67%
VWA
381
Visionary Wealth Advisors
Illinois
$365K -$9.61K -336 -3%
AGWCA
382
Annis Gardner Whiting Capital Advisors
Florida
$364K +$362K +12,577 +25,154%
CCFM
383
Clear Creek Financial Management
Washington
$360K -$2.78K -97 -0.8%
HI
384
Harbour Investments
Wisconsin
$359K -$14.3K -501 -4%
MGIA
385
Moneta Group Investment Advisors
Missouri
$358K -$17.3K -606 -5%
OPWM
386
Oxinas Partners Wealth Management
Indiana
$356K -$35.8K -1,250 -9%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$352K +$21.6K +754 +7%
LF
388
Lee Financial
Texas
$349K +$34.5K +1,200 +11%
BAM
389
Bellevue Asset Management
Washington
$349K – – –
UCFA
390
United Capital Financial Advisors
Texas
$348K -$15.8K -552 -4%
EMPI
391
Elo Mutual Pension Insurance
Finland
$347K -$42.5K -1,486 -11%
HCM
392
Horrell Capital Management
Arkansas
$340K +$100K +3,500 +42%
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$333K +$129K +4,500 +63%
AC
394
AlphaCore Capital
California
$328K +$518 +18 +0.2%
HCA
395
Harbor Capital Advisors
Illinois
$324K +$572 +20 +0.2%
WAG
396
Wallace Advisory Group
California
$323K +$119K +4,150 +58%
DAM
397
DLD Asset Management
New York
$322K -$493K -17,226 -60%
Janney Montgomery Scott
398
Janney Montgomery Scott
Pennsylvania
$320K -$46.5K -1,624 -13%
NCM
399
Narwhal Capital Management
Georgia
$319K -$1.49K -52 -0.5%
IWM
400
IHT Wealth Management
Illinois
$312K -$26.5K -925 -8%
14 15
16
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