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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 %
SMDAM
501
Sumitomo Mitsui DS Asset Management
Japan
$642K +$128K +2,750 +25%
CA
502
Calton & Associates
Florida
$641K -$155K -3,335 -20%
S
503
Seeyond
France
$633K -$3.58K -77 -0.6%
Cerity Partners
504
Cerity Partners
New York
$631K +$30.3K +650 +5%
SW
505
SteelPeak Wealth
California
$631K +$81.9K +1,757 +15%
KM
506
Kalos Management
Georgia
$627K +$2.43K +52 +0.4%
BPA
507
Beacon Pointe Advisors
California
$626K +$96.8K +2,074 +18%
Teacher Retirement System of Texas
508
Teacher Retirement System of Texas
Texas
$623K -$324K -6,957 -34%
FAIM
509
Financial Advocates Investment Management
Washington
$623K +$79.2K +1,699 +15%
WMP
510
Wealth Management Partners
Arizona
$622K +$622K +13,571 New
AWC
511
Abundance Wealth Counselors
Pennsylvania
$616K +$32.1K +688 +5%
MCM
512
MAI Capital Management
Ohio
$616K +$344K +7,387 +127%
IC
513
Intersect Capital
California
$615K +$217K +4,662 +55%
OPWM
514
Oxinas Partners Wealth Management
Indiana
$613K +$613K +13,151 New
BOM
515
Bank of Marin
California
$612K +$117K +2,503 +24%
VWA
516
Visionary Wealth Advisors
Illinois
$604K +$16.6K +356 +3%
PVH
517
Psagot Value Holdings
Israel
$601K – – –
TWM
518
Tradition Wealth Management
Minnesota
$591K +$591K +12,679 New
CM
519
Caption Management
Oklahoma
$590K – – –
AWE
520
Avidian Wealth Enterprises
Texas
$589K +$180K +3,875 +44%
CCFM
521
Clear Creek Financial Management
Washington
$586K +$586K +12,581 New
SC
522
Saturna Capital
Washington
$583K +$583K +12,500 New
PFP
523
Pinnacle Financial Partners
Tennessee
$576K – – –
WG
524
Winton Group
United Kingdom
$575K -$4.93M -105,704 -90%
Luther King Capital Management (LKCM)
525
Luther King Capital Management (LKCM)
Texas
$569K +$77.6K +1,665 +16%
19 20
21
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