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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 %
W
526
WealthOne
New York
$351K +$351K +9,350 New
Fisher Asset Management
527
Fisher Asset Management
Washington
$348K +$348K +9,269 New
SP
528
Symmetry Partners
Connecticut
$348K +$348K +9,287 New
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$344K +$20.3K +541 +6%
VanEck Associates
530
VanEck Associates
New York
$344K +$39.6K +1,057 +13%
CFA
531
Cahill Financial Advisors
Minnesota
$343K -$48.8K -1,300 -12%
CIA
532
Compass Ion Advisors
Pennsylvania
$341K – – –
IWA
533
Intercontinental Wealth Advisors
Texas
$341K +$50.6K +1,350 +17%
RIA
534
Realta Investment Advisors
Delaware
$341K +$341K +9,102 New
TCM
535
Twin Capital Management
Pennsylvania
$340K +$1.87K +50 +0.6%
AIP
536
Ameritas Investment Partners
Nebraska
$340K +$21.3K +569 +7%
CFG
537
Cooper Financial Group
California
$337K +$337K +8,977 New
CAI
538
Capital Advisors Inc
Oklahoma
$334K +$334K +8,895 New
EWM
539
Empirical Wealth Management
Washington
$333K -$94.6K -2,525 -22%
AIM
540
Acropolis Investment Management
Missouri
$332K – – –
SCA
541
Stonebridge Capital Advisors
Minnesota
$332K +$34.5K +920 +12%
FFA
542
First Foundation Advisors
California
$330K -$312K -8,330 -49%
NFG
543
Next Financial Group
Texas
$330K +$330K +8,787 New
CWM
544
Cornerstone Wealth Management
Missouri
$329K +$8.81K +235 +3%
AWE
545
Avidian Wealth Enterprises
Texas
$329K +$80.6K +2,150 +32%
TFS
546
Thoroughbred Financial Services
Tennessee
$323K +$323K +8,638 New
VFA
547
Valeo Financial Advisors
Indiana
$322K -$42.1K -1,125 -12%
BSW
548
Buckingham Strategic Wealth
Missouri
$321K +$4.08K +109 +1%
QCM
549
Quest Capital Management
Texas
$321K +$16.9K +450 +6%
GC
550
Garde Capital
Washington
$321K +$321K +8,570 New
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