LUV icon

Southwest Airlines
LUV

Overview Fund Activity

777 hedge funds and large institutions have $14B invested in Southwest Airlines in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 234 increasing their positions, 305 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.26%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
103
Increased
234
Reduced
305
Closed
95
Calls
$356M
Puts
$505M
Net Calls
-$149M
Net Calls Change
-$7.21M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$395M
2
Capital World Investors
Capital World Investors
California
$1.79B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B
5
TC
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
USGIU
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
Millennium Management
New York
$13.4M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
American Century Companies
American Century Companies
Missouri
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
476
Glenview Trust
Kentucky
$234K +$234K +8,011 New
TWP
477
Tyche Wealth Partners
Texas
$231K -$9.2K -315 -4%
GWM
478
Geneos Wealth Management
Colorado
$230K -$23.1K -792 -9%
CWM
479
Compass Wealth Management
Connecticut
$229K -$7.79K -267 -3%
AAS
480
Annex Advisory Services
Wisconsin
$229K -$6.36K -218 -3%
PP
481
Paloma Partners
Connecticut
$228K +$189K +6,460 +475%
OAM
482
Oxford Asset Management
United Kingdom
$226K +$226K +7,734 New
EA
483
Everpar Advisors
Oklahoma
$225K -$197K -6,735 -47%
OAM
484
Ostrum Asset Management
France
$224K – – –
BDA
485
Borer Denton & Associates
Pennsylvania
$220K -$61.3K -2,100 -22%
MCM
486
MAI Capital Management
Ohio
$220K +$13.9K +475 +7%
FWP
487
FAS Wealth Partners
Kansas
$220K +$876 +30 +0.4%
AG
488
AIA Group
Hong Kong
$219K +$219K +7,507 New
AIM
489
Acropolis Investment Management
Missouri
$216K +$263 +9 +0.1%
BAMF
490
BI Asset Management Fondsmaeglerselskab
Denmark
$215K +$48.9K +1,675 +29%
Brown Advisory
491
Brown Advisory
Maryland
$215K +$215K +7,350 New
TCG
492
Transcendent Capital Group
Oklahoma
$214K +$214K +7,345 New
NWM
493
Navigation Wealth Management
Colorado
$213K -$919K -31,469 -81%
TFS
494
Thoroughbred Financial Services
Tennessee
$213K -$43.4K -1,493 -17%
BTI
495
Blue Trust Inc
Georgia
$212K +$671 +23 +0.3%
VCA
496
Verdence Capital Advisors
Maryland
$211K -$5.05K -173 -2%
SCA
497
Stonebridge Capital Advisors
Minnesota
$211K -$6.6K -226 -3%
FLI
498
Family Legacy Inc
South Carolina
$211K -$5.84K -200 -3%
CC
499
Cultivar Capital
Texas
$210K – – –
CIM
500
CIM Investment Management
Pennsylvania
$210K – – –
18 19
20
21 22