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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
+$273M
2
Morgan Stanley
Morgan Stanley
New York
+$207M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$97.4M
4
USGIU
U.S. Global Investors (USGI)
Texas
+$35.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$215M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$204M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$132M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$58.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
476
D.E. Shaw & Co
New York
$234K -$2.23M -77,176 -91%
AAS
477
Annex Advisory Services
Wisconsin
$233K -$24.5K -848 -10%
LFA
478
Lauterbach Financial Advisors
Texas
$232K – – –
FFM
479
Forum Financial Management
Illinois
$229K -$17.7K -613 -7%
GIA
480
Gateway Investment Advisers
Ohio
$229K +$229K +7,929 New
GT
481
Greenleaf Trust
Michigan
$229K +$12.7K +441 +6%
SCA
482
Snowden Capital Advisors
New York
$228K +$5.98K +207 +3%
XT
483
XTX Topco
Cayman Islands
$225K -$635K -21,986 -74%
SBIA
484
Sheaff Brock Investment Advisors
Indiana
$222K -$50.3K -1,741 -18%
BCM
485
Brookstone Capital Management
Illinois
$222K +$222K +7,673 New
OAM
486
Ostrum Asset Management
France
$222K +$953 +33 +0.4%
BCPWM
487
Bradley & Co Private Wealth Management
Florida
$218K – – –
MM
488
MQS Management
New York
$217K +$217K +7,509 New
FWP
489
FAS Wealth Partners
Kansas
$217K -$886K -30,665 -80%
AWAG
490
ARS Wealth Advisors Group
Florida
$216K -$459K -15,884 -68%
SCA
491
Stonebridge Capital Advisors
Minnesota
$215K -$2.89K -100 -1%
FLI
492
Family Legacy Inc
South Carolina
$214K -$32.4K -1,123 -13%
VCA
493
Verdence Capital Advisors
Maryland
$214K +$214K +7,404 New
AIM
494
Acropolis Investment Management
Missouri
$214K -$44.3K -1,535 -17%
NA
495
NewEdge Advisors
Louisiana
$214K -$23K -797 -10%
APG Asset Management
496
APG Asset Management
Netherlands
$213K +$213K +8,143 New
MCM
497
Mendel Capital Management
Arkansas
$209K +$209K +7,253 New
CFG
498
Compton Financial Group
Maryland
$209K +$209K +7,226 New
CC
499
Cultivar Capital
Texas
$208K +$208K +7,210 New
CIM
500
CIM Investment Management
Pennsylvania
$208K +$208K +7,205 New
18 19
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