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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
Capital World Investors
California
$1.54B
2
Morgan Stanley
Morgan Stanley
New York
$415M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$227M
4
USGIU
U.S. Global Investors (USGI)
Texas
$179M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$169M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$295M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$693M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
451
Los Angeles Capital Management
California
$268K -$5.29M -183,075 -95%
SLI
452
Sumitomo Life Insurance
Japan
$266K – – –
HGWM
453
Horst & Graben Wealth Management
Oregon
$262K – – –
TMAM
454
Tokio Marine Asset Management
Japan
$261K +$28.6K +991 +12%
CFB
455
Cullen/Frost Bankers
Texas
$260K -$122K -4,209 -32%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$259K -$669K -23,131 -72%
TFS
457
Thoroughbred Financial Services
Tennessee
$254K -$150K -5,223 -37%
HI
458
Horizon Investments
North Carolina
$252K +$12K +416 +5%
PFP
459
Pinnacle Financial Partners
Tennessee
$251K – – –
GWM
460
Geneos Wealth Management
Colorado
$250K -$21.3K -739 -8%
MOS
461
MGO One Seven
Ohio
$249K -$44.4K -1,537 -15%
MNBTD
462
Moody National Bank Trust Division
Texas
$249K -$142K -4,929 -36%
RFC
463
Regions Financial Corp
Alabama
$248K +$248K +8,604 New
AC
464
AlphaCore Capital
California
$247K – – –
HIP
465
HUB Investment Partners
Texas
$245K +$7.51K +260 +3%
PA
466
Profund Advisors
Maryland
$245K +$245K +8,473 New
CWA
467
Clarus Wealth Advisors
Arizona
$244K +$244K +8,140 New
NIM
468
NEOS Investment Management
Connecticut
$243K +$243K +8,423 New
HCM
469
Horrell Capital Management
Arkansas
$243K – – –
ACM
470
Arcataur Capital Management
Wisconsin
$243K – – –
CAMG
471
CWA Asset Management Group
Florida
$240K +$4.13K +143 +2%
LFG
472
Larson Financial Group
Missouri
$238K +$92.2K +3,194 +63%
TWP
473
Tyche Wealth Partners
Texas
$237K +$237K +8,214 New
MCIA
474
Mountain Capital Investment Advisors
Colorado
$237K +$237K +8,137 New
CWM
475
Compass Wealth Management
Connecticut
$235K -$615K -21,296 -72%
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