LUV icon

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 %
AQR Capital Management
526
AQR Capital Management
Connecticut
$559K -$5.39M -117,047 -91%
ODCM
527
Old Dominion Capital Management
Virginia
$558K +$9.33K +200 +2%
P
528
Pitcairn
Pennsylvania
$556K -$415K -8,896 -43%
II
529
IFM Investors
Australia
$553K +$38K +816 +7%
IMC Chicago
530
IMC Chicago
Illinois
$548K +$548K +11,754 New
SPIA
531
Steward Partners Investment Advisory
New York
$545K +$160K +3,443 +42%
RJT
532
Raymond James Trust
Florida
$535K +$4.98K +107 +0.9%
NFG
533
Next Financial Group
Texas
$533K +$123K +2,646 +30%
PMFA
534
Plante Moran Financial Advisors
Michigan
$531K +$480K +10,300 +935%
NB
535
Northwest Bancshares
Pennsylvania
$529K -$3.57M -76,458 -87%
LNC
536
Lincoln National Corp
Pennsylvania
$529K -$2.28K -49 -0.4%
CFGS
537
Concourse Financial Group Securities
Alabama
$529K +$27.8K +597 +6%
AF
538
Alerus Financial
North Dakota
$529K +$529K +11,346 New
SW
539
SVB Wealth
Massachusetts
$528K +$147K +3,146 +38%
BRWA
540
B. Riley Wealth Advisors
Florida
$526K +$124K +2,655 +31%
VI
541
Vestcor Inc
New Brunswick, Canada
$524K -$45.9K -985 -8%
CPA
542
Capital Planning Advisors
California
$523K +$52.2K +1,120 +11%
EH
543
Equitable Holdings
New York
$522K +$222K +4,765 +74%
IWA
544
IVC Wealth Advisors
Pennsylvania
$509K +$509K +10,910 New
MIH
545
Meitav Investment House
Israel
$507K +$224K +4,835 +79%
AWM
546
Avior Wealth Management
Nebraska
$506K +$3.82K +82 +0.8%
RIA
547
Realta Investment Advisors
Delaware
$502K +$78K +1,674 +18%
CAM
548
Cresset Asset Management
Illinois
$501K +$249K +5,341 +99%
WA
549
Wambolt & Associates
Colorado
$500K -$35.6K -763 -7%
PAMP
550
Polar Asset Management Partners
Ontario, Canada
$500K +$500K +10,733 New
20 21
22
23 24