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Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$389M
2
Franklin Resources
Franklin Resources
California
+$130M
3
Capital World Investors
Capital World Investors
California
+$124M
4
BlackRock
BlackRock
New York
+$81.4M
5
Morgan Stanley
Morgan Stanley
New York
+$58.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
PTC
Provident Trust Company
Wisconsin
-$101M
3
Citadel Advisors
Citadel Advisors
Florida
-$82.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
426
Federated Hermes
Pennsylvania
$610K -$12.6M -335,486 -95%
CAN
427
Cetera Advisor Networks
California
$606K -$41.4K -1,103 -6%
FWM
428
Frontier Wealth Management
Missouri
$605K +$19.9K +530 +3%
SEC
429
Seven Eight Capital
New York
$604K -$18.7K -500 -3%
BIM
430
Bridgecreek Investment Management
Oklahoma
$600K – – –
CSIC
431
Clifford Swan Investment Counsel
California
$598K -$39.4K -1,050 -6%
AIM
432
Achmea Investment Management
Netherlands
$593K +$593K +15,810 New
KM
433
Kalos Management
Georgia
$591K -$7.38K -167 -1%
CHAM
434
Clear Harbor Asset Management
Connecticut
$591K -$26.3K -700 -4%
AssetMark Inc
435
AssetMark Inc
California
$590K -$163K -4,360 -22%
LCM
436
Leisure Capital Management
California
$581K +$4.88K +130 +0.8%
NG
437
NatWest Group
United Kingdom
$581K +$27.5K +733 +5%
VFA
438
Voya Financial Advisors
Connecticut
$581K +$76.9K +2,045 +15%
BBVA
439
Banco Bilbao Vizcaya Argentaria
Spain
$579K +$229K +6,109 +65%
HAG
440
HighPoint Advisor Group
Illinois
$578K -$37.9K -924 -6%
HIIFS
441
Harel Insurance Investments & Financial Services
Israel
$578K +$137K +3,649 +31%
BF
442
BOK Financial
Oklahoma
$577K +$55.7K +1,484 +11%
PFP
443
Pinnacle Financial Partners
Tennessee
$576K – – –
ECM
444
Everence Capital Management
Indiana
$576K +$22.1K +590 +4%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$576K +$81.4K +2,170 +16%
KLC
446
Knowledge Leaders Capital
Colorado
$575K +$2.21K +59 +0.4%
PA
447
Parallel Advisors
California
$566K -$53.1K -1,418 -9%
SACTSONJ
448
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$563K – – –
NSEDCP
449
NJ State Employees Deferred Compensation Plan
New Jersey
$563K – – –
DWA
450
Douglass Winthrop Advisors
New York
$562K – – –
16 17
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