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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 %
LGF
501
LGT Group Foundation
Liechtenstein
$208K +$208K +7,072 New
EWA
502
EP Wealth Advisors
California
$207K -$444K -15,383 -68%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$206K +$206K +4,374 New
WC
504
Weil Company
California
$204K +$204K +7,062 New
AIP
505
Ameritas Investment Partners
Nebraska
$204K – – –
MCM
506
MAI Capital Management
Ohio
$204K -$21.7K -751 -10%
FHC
507
First Heartland Consultants
Missouri
$202K -$11.4K -395 -5%
CIA
508
Compass Ion Advisors
Pennsylvania
$201K +$201K +6,976 New
BTI
509
Blue Trust Inc
Georgia
$197K -$7.01K -258 -3%
MIFH
510
Migdal Insurance & Financial Holdings
Israel
$181K +$165K +5,619 +1,052%
VSQM
511
V-Square Quantitative Management
Illinois
$179K – – –
TPCW
512
TD Private Client Wealth
New York
$177K -$12.9K -448 -7%
CFGS
513
Concourse Financial Group Securities
Alabama
$172K +$3.43K +118 +2%
CF
514
Centaurus Financial
California
$170K -$9.26K -320 -5%
FCAS
515
First Command Advisory Services
Texas
$170K – – –
PS
516
Principal Securities
Iowa
$169K +$169K +5,857 New
SIM
517
Studio Investment Management
Illinois
$166K -$30.5K -1,056 -16%
CBT
518
CoreFirst Bank & Trust
Kansas
$166K – – –
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
$165K +$112K +3,887 +212%
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$164K -$936K -32,477 -85%
ZB
521
Zions Bancorporation
Utah
$161K -$22.6K -784 -12%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$156K -$28.9K -1,000 -16%
C
523
Covestor
United Kingdom
$151K +$141K +4,891 +1,447%
HNB
524
Huntington National Bank
Ohio
$147K +$20.4K +705 +16%
PTC
525
Private Trust Company
Ohio
$146K +$5.72K +198 +4%
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