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Southwest Airlines
LUV

Overview Fund Activity

821 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 281 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+37
Holders Change %
+4.72%
% of All Funds
10.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
237
Reduced
281
Closed
90
Calls
$371M
Puts
$541M
Net Calls
-$170M
Net Calls Change
-$82.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$218M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$95.5M
5
SSM
5
Sound Shore Management
Connecticut
$85.3M

Top Sellers

1
PTC
1
Provident Trust Company
Wisconsin
$0
2
Nomura Holdings
2
Nomura Holdings
Japan
$26.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$305K
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
401
MGO One Seven
Ohio
$368K +$368K +10,959 New
RC
402
Roundview Capital
New Jersey
$368K -$61.5K -1,830 -14%
ETC
403
Exchange Traded Concepts
Oklahoma
$365K +$10.3K +305 +3%
ALAM
404
Asahi Life Asset Management
Japan
$364K -$26.9K -800 -7%
FFM
405
Fullerton Fund Management
Singapore
$357K +$357K +10,623 New
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$357K -$31.1K -926 -8%
TFS
407
Thoroughbred Financial Services
Tennessee
$357K -$39.4K -1,172 -10%
HI
408
Harbour Investments
Wisconsin
$355K -$68.6K -2,040 -16%
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$355K +$32.4K +962 +10%
EWM
410
Empirical Wealth Management
Washington
$353K +$353K +10,489 New
AWS
411
Atria Wealth Solutions
New York
$348K -$393K -11,683 -53%
EMPI
412
Elo Mutual Pension Insurance
Finland
$347K -$93K -2,767 -21%
PP
413
Prudential plc
United Kingdom
$346K – – –
QIM
414
Quantitative Investment Management
Virginia
$346K -$2.52M -75,153 -88%
ACA
415
Aptus Capital Advisors
Alabama
$343K +$343K +10,174 New
AWM
416
Avior Wealth Management
Nebraska
$340K +$12.4K +369 +4%
UCFA
417
United Capital Financial Advisors
Texas
$339K -$1.11K -33 -0.3%
CAM
418
Creekmur Asset Management
Illinois
$338K – – –
TNA
419
True North Advisors
Texas
$333K – – –
VWA
420
Visionary Wealth Advisors
Illinois
$332K -$55.7K -1,657 -14%
VSQM
421
V-Square Quantitative Management
Illinois
$330K +$12.4K +369 +4%
WAG
422
Wallace Advisory Group
California
$324K -$1.07K -36 -0.3%
KAS
423
KPP Advisory Services
Kentucky
$322K – – –
CPCPP
424
Canada Post Corporation Pension Plan
Canada
$317K +$317K +9,442 New
IA
425
IFP Advisors
Florida
$317K +$24.3K +712 +8%
15 16
17
18 19