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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 %
FTDI
401
First Trust Direct Indexing
Massachusetts
$311K +$311K +10,865 New
SFS
402
Sowell Financial Services
Arkansas
$310K -$335K -11,626 -52%
SFA
403
Sequoia Financial Advisors
Ohio
$309K +$14.6K +510 +5%
S
404
SignatureFD
Georgia
$309K -$1.26K -44 -0.4%
OCBCO
405
Oversea-Chinese Banking Corp (OCBC)
Singapore
$308K +$308K +10,749 New
PAM
406
Panagora Asset Management
Massachusetts
$304K -$143 -5 -0%
TWM
407
Triton Wealth Management
Arizona
$302K -$3.86K -142 -1%
CL
408
Choreo LLC
Illinois
$300K +$300K +10,671 New
CTC
409
Central Trust Company
Missouri
$299K -$13.6K -475 -4%
TIAA Trust, National Association
410
TIAA Trust, National Association
North Carolina
$296K +$572 +20 +0.2%
PP
411
Prudential plc
United Kingdom
$295K +$295K +10,298 New
DAS
412
Diversify Advisory Services
Utah
$289K -$395K -14,362 -58%
CAM
413
Creekmur Asset Management
Illinois
$288K +$288K +10,055 New
TNA
414
True North Advisors
Texas
$286K +$2.12K +74 +0.7%
PCG
415
Prosperity Consulting Group
Maryland
$280K -$103K -3,612 -27%
CBTWT
416
Community Bank & Trust (Waco, Texas)
Texas
$278K -$771 -27 -0.3%
AWM
417
Avior Wealth Management
Nebraska
$277K -$152K -5,302 -35%
IC
418
Inscription Capital
Texas
$277K -$35K -1,225 -11%
KAS
419
KPP Advisory Services
Kentucky
$274K +$29.4K +1,029 +12%
Schroder Investment Management Group
420
Schroder Investment Management Group
United Kingdom
$272K -$246K -8,603 -48%
PA
421
Profund Advisors
Maryland
$269K -$3.26K -114 -1%
GWM
422
Geneos Wealth Management
Colorado
$266K +$41.2K +1,440 +18%
MFG
423
Mosaic Financial Group
Illinois
$262K – – –
HGWM
424
Horst & Graben Wealth Management
Oregon
$261K – – –
IWC
425
Integrated Wealth Concepts
Massachusetts
$260K -$9.47K -331 -4%
15 16
17
18 19