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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$385K -$31K -1,075 -7%
WWA
402
WCG Wealth Advisors
Nevada
$380K -$77K -2,668 -17%
EMPI
403
Elo Mutual Pension Insurance
Finland
$375K +$15.8K +549 +4%
LNC
404
Lincoln National Corp
Pennsylvania
$367K -$153K -5,291 -29%
BNP Paribas Asset Management
405
BNP Paribas Asset Management
France
$362K -$86.7K -3,002 -19%
BAM
406
Bellevue Asset Management
Washington
$352K – – –
GRP
407
Global Retirement Partners
California
$351K +$75.2K +2,620 +27%
GLA
408
Good Life Advisors
Pennsylvania
$351K -$43.3K -1,500 -11%
LW
409
Linscomb Wealth
Texas
$350K -$20.2K -700 -5%
MGIA
410
Moneta Group Investment Advisors
Missouri
$350K -$17.1K -592 -5%
CCFM
411
Clear Creek Financial Management
Washington
$347K +$31.6K +1,093 +10%
ASN
412
Advisory Services Network
Georgia
$345K +$58.2K +2,016 +20%
IWM
413
IHT Wealth Management
Illinois
$343K +$7.11K +246 +2%
WANY
414
Wealthspire Advisors (New York)
New York
$341K +$71.5K +2,475 +26%
QCM
415
Quantinno Capital Management
New York
$340K -$215K -7,424 -39%
TWM
416
Triton Wealth Management
Arizona
$328K +$1.76K +63 +0.5%
LC
417
Lindbrook Capital
California
$327K +$12.2K +421 +4%
SC
418
Savant Capital
Illinois
$325K +$45.3K +1,569 +16%
OIA
419
OneDigital Investment Advisors
Kansas
$319K +$319K +11,044 New
CTC
420
Central Trust Company
Missouri
$315K -$37.7K -1,306 -11%
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$313K +$1.85K +64 +0.6%
MG
422
Meritage Group
California
$310K -$6.15K -213 -2%
CW
423
CreativeOne Wealth
Kansas
$309K +$34.1K +1,181 +12%
PAM
424
Panagora Asset Management
Massachusetts
$307K – – –
WAM
425
Weatherly Asset Management
California
$305K -$8.43K -290 -3%
15 16
17
18 19