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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 %
WAG
426
Wallace Advisory Group
California
$305K -$26.1K -964 -8%
IC
427
IEQ Capital
California
$303K +$303K +10,493 New
TCBWMS
428
Texas Capital Bank Wealth Management Services
Texas
$303K -$607K -21,026 -67%
Wealthfront Advisers
429
Wealthfront Advisers
California
$300K +$29.4K +1,019 +11%
LF
430
Lee Financial
Texas
$299K +$4.36K +150 +1%
PP
431
Pingora Partners
Wyoming
$294K +$294K +10,190 New
IC
432
Inscription Capital
Texas
$293K -$30.9K -1,070 -10%
WG
433
Winton Group
United Kingdom
$293K -$59.3K -2,054 -17%
Vontobel Holding
434
Vontobel Holding
Switzerland
$292K -$248K -8,599 -46%
WS
435
Wedbush Securities
California
$291K -$26.7K -925 -8%
DAS
436
Dynamic Advisor Solutions
Arizona
$289K +$289K +9,925 New
HAG
437
HighPoint Advisor Group
Illinois
$289K +$289K +10,147 New
TNA
438
True North Advisors
Texas
$287K -$28.9K -1,000 -9%
CBTWT
439
Community Bank & Trust (Waco, Texas)
Texas
$285K -$928K -32,144 -77%
TIAA Trust, National Association
440
TIAA Trust, National Association
North Carolina
$283K -$69.6K -2,410 -20%
EGM
441
Engineers Gate Manager
New York
$280K +$280K +9,712 New
S
442
SignatureFD
Georgia
$279K +$34.5K +1,196 +14%
PWM
443
Partnership Wealth Management
Maryland
$279K +$279K +9,341 New
KAS
444
KPP Advisory Services
Kentucky
$279K -$29 -1 -0%
BDA
445
Borer Denton & Associates
Pennsylvania
$278K -$34.7K -1,200 -11%
Fisher Asset Management
446
Fisher Asset Management
Washington
$277K +$277K +9,604 New
WA
447
Waverly Advisors
Alabama
$272K -$18.5K -641 -6%
IWC
448
Integrated Wealth Concepts
Massachusetts
$271K -$17K -589 -6%
BRWA
449
B. Riley Wealth Advisors
Florida
$271K -$42K -1,444 -13%
BSI
450
Bennett Selby Investments
Maine
$269K +$269K +9,316 New
16 17
18
19 20