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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 %
CG
426
Caprock Group
Idaho
$317K +$21.5K +635 +7%
CBTWT
427
Community Bank & Trust (Waco, Texas)
Texas
$316K -$3.67K -109 -1%
TWM
428
Triton Wealth Management
Arizona
$315K -$19.2K -612 -6%
LF
429
Lee Financial
Texas
$315K -$116K -3,445 -27%
GWM
430
Geneos Wealth Management
Colorado
$315K -$3.56K -106 -1%
TIAA Trust, National Association
431
TIAA Trust, National Association
North Carolina
$314K -$4.77K -142 -1%
GRP
432
Global Retirement Partners
California
$312K -$141K -4,187 -31%
MFG
433
Mosaic Financial Group
Illinois
$311K – – –
ONB
434
Old National Bancorp
Indiana
$311K +$311K +9,238 New
NCM
435
Narwhal Capital Management
Georgia
$305K -$7.9K -235 -3%
D.E. Shaw & Co
436
D.E. Shaw & Co
New York
$305K -$63.3M -1,882,712 -100%
CL
437
COWA LLC
Oklahoma
$304K +$304K +9,049 New
BPW
438
Bingham Private Wealth
California
$303K +$303K +9,000 New
OWA
439
Opal Wealth Advisors
New York
$301K +$23.3K +694 +8%
GI
440
GAMMA Investing
California
$301K +$72.2K +2,147 +31%
MSA
441
MUFG Securities Americas
New York
$298K +$298K +8,853 New
MWG
442
Martin Worley Group
Utah
$296K +$296K +8,818 New
S
443
SignatureFD
Georgia
$293K -$27K -803 -8%
MNBTD
444
Moody National Bank Trust Division
Texas
$289K -$67 -2 -0%
TMAM
445
Tokio Marine Asset Management
Japan
$288K – – –
ACM
446
Arcataur Capital Management
Wisconsin
$282K – – –
CL
447
Choreo LLC
Illinois
$282K -$32.8K -970 -10%
HIP
448
HUB Investment Partners
Texas
$281K +$5.41K +161 +2%
IIC
449
Integrated Investment Consultants
Michigan
$278K – – –
HI
450
Horizon Investments
North Carolina
$276K +$3.09K +92 +1%
16 17
18
19 20