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Southwest Airlines
LUV

Overview Fund Activity

1,063 hedge funds and large institutions have $28.3B invested in Southwest Airlines in 2021 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 330 increasing their positions, 377 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+43
Holders Change %
+4.22%
% of All Funds
18.72%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
170
Increased
330
Reduced
377
Closed
115
Calls
$694M
Puts
$662M
Net Calls
+$32M
Net Calls Change
+$136M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.86B
2
DZ Bank
2
DZ Bank
Germany
$214M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$217M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$70.7M
5
Franklin Resources
5
Franklin Resources
California
$453M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$3.6B
2
State Street
2
State Street
Massachusetts
$2.51B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.76M
4
American Century Companies
4
American Century Companies
Missouri
$301M
5
MWA
5
Marshall Wace Asia
Hong Kong
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
451
Parallel Advisors
California
$1.05M +$124K +2,026 +13%
SWA
452
SFMG Wealth Advisors
Texas
$1.04M +$105K +1,720 +11%
FWM
453
Frontier Wealth Management
Missouri
$1.02M +$611 +10 +0.1%
HIP
454
HUB Investment Partners
Texas
$1.01M +$1.01M +16,608 New
WP
455
WealthPLAN Partners
Nebraska
$1.01M -$42.1K -693 -4%
Federated Hermes
456
Federated Hermes
Pennsylvania
$1.01M -$77.8K -1,274 -7%
TFO
457
Tarbox Family Office
California
$1.01M – – –
DADC
458
D.A. Davidson & Co
Montana
$1.01M -$123K -2,010 -11%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M -$8.67K -142 -0.9%
AS
460
Altshuler Shaham
Israel
$1M +$133K +2,172 +15%
Jennison Associates
461
Jennison Associates
New York
$1M +$1M +16,376 New
IFWM
462
Institute for Wealth Management
Colorado
$999K -$1.16K -19 -0.1%
CG
463
Cutler Group
California
$987K -$684K -11,206 -41%
Cerity Partners
464
Cerity Partners
New York
$984K +$157K +2,576 +19%
BIM
465
Bridgecreek Investment Management
Oklahoma
$977K – – –
CSIC
466
Clifford Swan Investment Counsel
California
$974K – – –
CHAM
467
Clear Harbor Asset Management
Connecticut
$974K – – –
FB
468
Fulton Bank
Pennsylvania
$970K -$273K -4,467 -22%
LNC
469
Lincoln National Corp
Pennsylvania
$964K +$271K +4,437 +39%
HAG
470
HighPoint Advisor Group
Illinois
$960K -$27.5K -434 -3%
TCM
471
Teza Capital Management
Illinois
$951K +$62.3K +1,020 +7%
Lido Advisors
472
Lido Advisors
California
$948K -$5.63M -92,103 -86%
NG
473
NatWest Group
United Kingdom
$945K -$1.16K -19 -0.1%
WAM
474
World Asset Management
Michigan
$944K -$57.6K -917 -6%
NAM
475
Nissay Asset Management
Japan
$942K -$6.53K -107 -0.7%
17 18
19
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