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Southwest Airlines
LUV

Overview Fund Activity

752 hedge funds and large institutions have $15.3B invested in Southwest Airlines in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 281 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-25
Holders Change %
-3.22%
% of All Funds
10.94%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
90
Increased
231
Reduced
281
Closed
107
Calls
$639M
Puts
$534M
Net Calls
+$105M
Net Calls Change
+$255M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$565M
2
Goldman Sachs
Goldman Sachs
New York
+$292M
3
UBS Group
UBS Group
Switzerland
+$217M
4
Franklin Resources
Franklin Resources
California
+$202M
5
EIM
Elliott Investment Management
Florida
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
2
Capital World Investors
Capital World Investors
California
-$100M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$90.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLI
451
Sumitomo Life Insurance
Japan
$227K -$20.5K -715 -8%
CWM
452
Compass Wealth Management
Connecticut
$224K -$715 -25 -0.3%
WS
453
Wedbush Securities
California
$224K -$20.1K -702 -8%
AG
454
AIA Group
Hong Kong
$215K – – –
BTWM
455
Baker Tilly Wealth Management
Wisconsin
$214K -$350K -12,233 -62%
IIM
456
INTECH Investment Management
Florida
$212K +$212K +7,420 New
AIM
457
Acropolis Investment Management
Missouri
$212K +$29 +1 +0%
VSQM
458
V-Square Quantitative Management
Illinois
$211K +$33.5K +1,172 +19%
NWM
459
Navigation Wealth Management
Colorado
$209K – – –
CC
460
Cultivar Capital
Texas
$206K – – –
WANY
461
Wealthspire Advisors (New York)
New York
$206K +$206K +7,196 New
CCM
462
Coldstream Capital Management
Washington
$206K +$1.92K +67 +0.9%
CIM
463
CIM Investment Management
Pennsylvania
$205K -$1.2K -42 -0.6%
AWE
464
Avidian Wealth Enterprises
Texas
$204K +$1.4K +49 +0.7%
OAM
465
Ostrum Asset Management
France
$204K -$15.9K -554 -7%
WC
466
Weil Company
California
$202K – – –
MCM
467
MAI Capital Management
Ohio
$202K -$13.6K -475 -6%
HWM
468
HB Wealth Management
Georgia
$202K +$202K +7,054 New
VCA
469
Verdence Capital Advisors
Maryland
$202K -$5.24K -183 -3%
LFA
470
Lauterbach Financial Advisors
Texas
$201K – – –
GI
471
GAMMA Investing
California
$192K +$58.5K +2,044 +44%
SIM
472
Studio Investment Management
Illinois
$192K +$10.7K +371 +6%
AIP
473
Ameritas Investment Partners
Nebraska
$190K – – –
ACM
474
Academy Capital Management
Texas
$187K +$187K +6,521 New
AAM
475
Advisors Asset Management
Colorado
$171K -$434K -15,183 -72%
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