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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 %
JWCA
501
J.W. Cole Advisors
Florida
$210K +$210K +7,192 New
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$209K -$16.1K -550 -7%
CCM
503
Coldstream Capital Management
Washington
$208K +$208K +7,120 New
AWE
504
Avidian Wealth Enterprises
Texas
$206K +$206K +7,071 New
WC
505
Weil Company
California
$206K – – –
MCM
506
Mendel Capital Management
Arkansas
$206K -$5.78K -198 -3%
WAG
507
Wallace Advisory Group
California
$206K -$119K -4,124 -37%
MWM
508
Modera Wealth Management
New Jersey
$203K +$203K +6,953 New
FFM
509
Forum Financial Management
Illinois
$203K -$29K -993 -13%
APG Asset Management
510
APG Asset Management
Netherlands
$201K -$18.9K -700 -9%
KeyBank National Association
511
KeyBank National Association
Ohio
$201K +$201K +6,891 New
FHC
512
First Heartland Consultants
Missouri
$201K -$2.95K -101 -1%
WWG
513
West Wealth Group
California
$201K +$201K +6,883 New
BCCM
514
Black Cypress Capital Management
Florida
$200K +$200K +6,844 New
AIP
515
Ameritas Investment Partners
Nebraska
$194K -$11.8K -405 -6%
NC
516
nVerses Capital
Florida
$187K +$187K +6,400 New
SIM
517
Studio Investment Management
Illinois
$183K +$15K +514 +9%
VSQM
518
V-Square Quantitative Management
Illinois
$181K – – –
ZB
519
Zions Bancorporation
Utah
$172K +$9.05K +310 +6%
PS
520
Principal Securities
Iowa
$170K -$671 -23 -0.4%
CBT
521
CoreFirst Bank & Trust
Kansas
$168K – – –
CF
522
Centaurus Financial
California
$165K -$6.45K -221 -4%
LC
523
Lindbrook Capital
California
$164K -$166K -5,688 -50%
NA
524
NewEdge Advisors
Louisiana
$162K -$54.5K -1,867 -25%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$158K – – –
19 20
21
22 23