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Southwest Airlines
LUV

Overview Fund Activity

784 hedge funds and large institutions have $16B invested in Southwest Airlines in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 315 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+32
Holders Change %
+4.26%
% of All Funds
11.34%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
110
Increased
218
Reduced
315
Closed
69
Calls
$485M
Puts
$572M
Net Calls
-$87.7M
Net Calls Change
-$193M

Top Buyers

1
EIM
Elliott Investment Management
Florida
$1.81B
2
Franklin Resources
Franklin Resources
California
$933M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$107M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$56.1M
5
Citadel Advisors
Citadel Advisors
Florida
$57M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
$89.6M
2
Goldman Sachs
Goldman Sachs
New York
$103M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$30.6M
4
UBS Group
UBS Group
Switzerland
$66.3M
5
PTC
Provident Trust Company
Wisconsin
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
451
Forum Financial Management
Illinois
$256K +$2.1K +71 +0.8%
MNBTD
452
Moody National Bank Trust Division
Texas
$255K – – –
MGIA
453
Moneta Group Investment Advisors
Missouri
$255K -$117K -3,940 -31%
IA
454
IFP Advisors
Florida
$254K -$468K -15,779 -65%
FAIM
455
Financial Advocates Investment Management
Washington
$254K +$254K +8,576 New
TMAM
456
Tokio Marine Asset Management
Japan
$254K – – –
BTI
457
Blue Trust Inc
Georgia
$251K +$14.7K +513 +6%
Envestnet Portfolio Solutions
458
Envestnet Portfolio Solutions
Illinois
$249K +$249K +8,418 New
ACM
459
Arcataur Capital Management
Wisconsin
$249K – – –
PP
460
Pingora Partners
Wyoming
$249K – – –
OQS
461
Occudo Quantitative Strategies
Florida
$248K -$1.05M -35,498 -81%
DADC
462
D.A. Davidson & Co
Montana
$247K +$247K +8,352 New
OWA
463
Opal Wealth Advisors
New York
$245K +$122K +4,124 +99%
IIC
464
Integrated Investment Consultants
Michigan
$245K +$245K +8,262 New
HIP
465
HUB Investment Partners
Texas
$243K -$2.96K -100 -1%
NCFG
466
New Century Financial Group
New Jersey
$242K +$242K +8,159 New
HI
467
Horizon Investments
North Carolina
$241K -$19.8K -667 -8%
HGWM
468
Horst & Graben Wealth Management
Oregon
$240K -$29.7K -1,004 -11%
LFA
469
Lauterbach Financial Advisors
Texas
$238K – – –
AAS
470
Annex Advisory Services
Wisconsin
$238K +$119 +4 +0%
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$237K +$59 +2 +0%
Fisher Asset Management
472
Fisher Asset Management
Washington
$233K +$233K +7,852 New
SPC
473
Sigma Planning Corp
Michigan
$232K -$27.7K -935 -11%
SPS
474
Susquehanna Portfolio Strategies
Pennsylvania
$231K -$10.7M -360,733 -98%
SSA
475
Schonfeld Strategic Advisors
New York
$228K -$27.4M -925,139 -99%
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