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Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$389M
2
Franklin Resources
Franklin Resources
California
+$130M
3
Capital World Investors
Capital World Investors
California
+$124M
4
BlackRock
BlackRock
New York
+$81.4M
5
Morgan Stanley
Morgan Stanley
New York
+$58.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
PTC
Provident Trust Company
Wisconsin
-$101M
3
Citadel Advisors
Citadel Advisors
Florida
-$82.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
501
Sumitomo Mitsui DS Asset Management
Japan
$413K +$30.1K +805 +8%
AC
502
Avestar Capital
New York
$410K +$19.7K +480 +5%
AWM
503
Avior Wealth Management
Nebraska
$404K +$6.37K +170 +2%
CFGS
504
Concourse Financial Group Securities
Alabama
$403K +$9.52K +254 +2%
MS
505
Maven Securities
Jersey
$403K +$403K +10,607 New
WEC
506
Winslow Evans & Crocker
Massachusetts
$402K -$18.8K -500 -4%
GWSG
507
GPS Wealth Strategies Group
Colorado
$399K +$399K +10,631 New
BOM
508
Bank of Marin
California
$398K +$5.32K +142 +1%
Luther King Capital Management (LKCM)
509
Luther King Capital Management (LKCM)
Texas
$396K -$14.9K -396 -4%
QI
510
Qtron Investments
Massachusetts
$396K +$89.3K +2,380 +29%
IF
511
Intrua Financial
Texas
$394K -$25.3K -576 -6%
EM
512
Excalibur Management
Massachusetts
$389K -$33.7K -898 -8%
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$387K -$26K -694 -6%
Acadian Asset Management
514
Acadian Asset Management
Massachusetts
$382K -$116K -3,099 -23%
GC
515
GFG Capital
Florida
$381K – – –
CPA
516
Capital Planning Advisors
California
$379K – – –
SF
517
Symphony Financial
Texas
$374K -$1.28K -34 -0.3%
GBT
518
Grove Bank & Trust
Florida
$369K +$150 +4 +0%
TLP
519
Trinity Legacy Partners
Texas
$367K -$22.7K -580 -6%
PP
520
Pegasus Partners
Wisconsin
$359K – – –
ACA
521
Ackerman Capital Advisors
Texas
$359K – – –
IIA
522
IPG Investment Advisors
California
$358K +$358K +9,545 New
TNA
523
True North Advisors
Texas
$357K – – –
GVAG
524
Great Valley Advisor Group
Delaware
$355K -$61.7K -1,647 -15%
ALAM
525
Asahi Life Asset Management
Japan
$351K -$43.9K -1,170 -11%
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