LUV icon

Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
2
Morgan Stanley
Morgan Stanley
New York
$310M
3
AllianceBernstein
AllianceBernstein
Tennessee
$198M
4
PI
Putnam Investments
Massachusetts
$402M
5
Franklin Resources
Franklin Resources
California
$296M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
Primecap Management
California
$3.04B
5
Boston Partners
Boston Partners
Massachusetts
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
476
Clear Harbor Asset Management
Connecticut
$743K +$9.32K +200 +1%
LMAM
477
Legg Mason Asset Management
Japan
$727K +$727K +15,590 New
NAM
478
Nissay Asset Management
Japan
$724K -$131K -2,801 -15%
NG
479
NatWest Group
United Kingdom
$723K – – –
LCM
480
Leisure Capital Management
California
$722K -$420 -9 -0.1%
Bank Julius Baer & Co
481
Bank Julius Baer & Co
Switzerland
$718K +$718K +15,404 New
SLI
482
Sumitomo Life Insurance
Japan
$716K -$93.5K -2,006 -12%
SWA
483
SFMG Wealth Advisors
Texas
$714K +$110K +2,370 +18%
PA
484
Parallel Advisors
California
$710K +$6.34K +136 +0.9%
IIA
485
IPG Investment Advisors
California
$710K +$265K +5,680 +60%
DWA
486
Douglass Winthrop Advisors
New York
$699K – – –
SACTSONJ
487
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$699K – – –
NSEDCP
488
NJ State Employees Deferred Compensation Plan
New Jersey
$699K – – –
WP
489
Waycross Partners
Kentucky
$699K +$699K +15,000 New
BAM
490
Belpointe Asset Management
Nevada
$697K -$63.9K -1,370 -8%
IWM
491
IHT Wealth Management
Illinois
$688K +$3.17K +68 +0.5%
PK
492
Pflug Koory
Nebraska
$687K +$15.6K +335 +2%
CB
493
Cadence Bank
Mississippi
$683K +$54.7K +1,173 +9%
PA
494
Profund Advisors
Maryland
$678K +$146K +3,120 +27%
TCM
495
Teza Capital Management
Illinois
$678K +$678K +14,552 New
LIA
496
LS Investment Advisors
Michigan
$677K -$13.1K -280 -2%
AS
497
Altshuler Shaham
Israel
$665K – – –
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$660K – – –
KLC
499
Knowledge Leaders Capital
Colorado
$657K -$57.6K -1,236 -8%
SC
500
Sovarnum Capital
New York
$653K +$653K +14,000 New
18 19
20
21 22