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Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
2
Morgan Stanley
Morgan Stanley
New York
$310M
3
AllianceBernstein
AllianceBernstein
Tennessee
$198M
4
PI
Putnam Investments
Massachusetts
$402M
5
Franklin Resources
Franklin Resources
California
$296M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
Primecap Management
California
$3.04B
5
Boston Partners
Boston Partners
Massachusetts
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
401
Mutual Advisors
Nebraska
$1.09M -$46.8K -1,003 -4%
XWM
402
Xcel Wealth Management
Florida
$1.09M -$345K -7,403 -24%
MIAN
403
Mariner Independent Advisor Network
Kansas
$1.08M +$241K +5,183 +29%
CL
404
CIM LLC
New York
$1.08M +$1.08M +21,651 New
BC
405
Burney Company
Virginia
$1.07M -$144K -3,094 -12%
AF
406
Ally Financial
Michigan
$1.07M +$1.07M +23,000 New
VFA
407
Voya Financial Advisors
Connecticut
$1.07M +$354K +7,640 +49%
OAMG
408
Odey Asset Management Group
United Kingdom
$1.07M -$43.7M -937,551 -98%
Skandinaviska Enskilda Banken (SEB)
409
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.06M +$233K +5,000 +28%
GC
410
Garde Capital
Washington
$1.04M +$637K +13,657 +159%
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$1.03M -$105K -2,250 -9%
RA
412
Rational Advisors
New York
$1.03M +$1.02M +21,873 +17,223%
GVAG
413
Great Valley Advisor Group
Delaware
$1.02M +$580K +12,452 +131%
IRF
414
IBM Retirement Fund
New York
$1.02M +$127K +2,736 +14%
CAM
415
Claret Asset Management
Quebec, Canada
$1.02M -$692K -14,856 -40%
GWM
416
Geneos Wealth Management
Colorado
$1.02M -$663K -10,859 -40%
EIM
417
Essex Investment Management
Massachusetts
$1.01M +$1.01M +21,673 New
SM
418
Sciencast Management
New Jersey
$1.01M -$67.2K -1,438 -6%
OWA
419
Octavia Wealth Advisors
Ohio
$1.01M +$1.01M +21,557 New
SWM
420
SeaCrest Wealth Management
New York
$1M -$241K -5,179 -19%
DC
421
Davenport & Co
Virginia
$992K +$37.2K +798 +4%
GGS
422
Galvin Gaustad & Stein
Arizona
$981K +$981K +21,038 New
SCP
423
Stamos Capital Partners
California
$979K -$746K -16,000 -43%
Walleye Trading
424
Walleye Trading
New York
$977K +$140K +3,012 +17%
Rafferty Asset Management
425
Rafferty Asset Management
New York
$968K +$293K +6,282 +43%
15 16
17
18 19