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Southwest Airlines
LUV

Overview Fund Activity

821 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 281 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+37
Holders Change %
+4.72%
% of All Funds
10.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
237
Reduced
281
Closed
90
Calls
$371M
Puts
$541M
Net Calls
-$170M
Net Calls Change
-$82.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$218M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$95.5M
5
SSM
5
Sound Shore Management
Connecticut
$85.3M

Top Sellers

1
PTC
1
Provident Trust Company
Wisconsin
$0
2
Nomura Holdings
2
Nomura Holdings
Japan
$26.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$305K
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
476
Pingora Partners
Wyoming
$248K -$33.6K -1,000 -12%
SLI
477
Sumitomo Life Insurance
Japan
$248K -$10.1K -299 -4%
GIA
478
Gateway Investment Advisers
Ohio
$248K -$205K -6,096 -45%
NWM
479
Navigation Wealth Management
Colorado
$246K – – –
CPCM
480
Cardinal Point Capital Management
Ontario, Canada
$243K +$243K +7,200 New
CC
481
Cultivar Capital
Texas
$242K – – –
WS
482
Wedbush Securities
California
$240K -$3.36K -100 -1%
DAS
483
Diversify Advisory Services
Utah
$239K -$47.5K -1,435 -17%
PCG
484
Prosperity Consulting Group
Maryland
$238K -$17K -506 -7%
EH
485
Equitable Holdings
New York
$238K -$2.86K -85 -1%
CIM
486
CIM Investment Management
Pennsylvania
$238K +$1.11K +33 +0.5%
OIA
487
OneDigital Investment Advisors
Kansas
$238K -$1.65K -49 -0.7%
WC
488
Weil Company
California
$237K – – –
WPC
489
Wedmont Private Capital
Pennsylvania
$237K +$237K +7,160 New
CWM
490
Compass Wealth Management
Connecticut
$236K -$4.2K -125 -2%
LCS
491
Levin Capital Strategies
New York
$235K +$235K +7,000 New
VCP
492
Verus Capital Partners
Arizona
$235K -$2.49K -74 -1%
FHC
493
First Heartland Consultants
Missouri
$235K -$4.98K -148 -2%
FAIM
494
Financial Advocates Investment Management
Washington
$234K -$54.1K -1,610 -19%
EF
495
Empowered Funds
Pennsylvania
$233K +$233K +6,932 New
SIM
496
Studio Investment Management
Illinois
$232K -$3.79K -112 -2%
AWE
497
Avidian Wealth Enterprises
Texas
$232K – – –
Schroder Investment Management Group
498
Schroder Investment Management Group
United Kingdom
$231K – – –
MCM
499
Mendel Capital Management
Arkansas
$229K – – –
SIA
500
SGL Investment Advisors
Montana
$228K +$228K +7,644 New
18 19
20
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