LUV icon

Southwest Airlines
LUV

Overview Fund Activity

1,063 hedge funds and large institutions have $28.3B invested in Southwest Airlines in 2021 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 330 increasing their positions, 377 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+43
Holders Change %
+4.22%
% of All Funds
18.72%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
170
Increased
330
Reduced
377
Closed
115
Calls
$694M
Puts
$662M
Net Calls
+$32M
Net Calls Change
+$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.86B
2
DZ Bank
DZ Bank
Germany
$214M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$217M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$70.7M
5
Franklin Resources
Franklin Resources
California
$453M

Top Sellers

1
Primecap Management
Primecap Management
California
$3.6B
2
State Street
State Street
Massachusetts
$2.51B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.76M
4
American Century Companies
American Century Companies
Missouri
$301M
5
MWA
Marshall Wace Asia
Hong Kong
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
526
Wright Investors Service
Connecticut
$714K +$714K +11,693 New
DC
527
Davenport & Co
Virginia
$713K -$586K -9,597 -45%
BAM
528
Belpointe Asset Management
Nevada
$707K -$206K -3,372 -23%
BPA
529
Beacon Pointe Advisors
California
$706K -$114K -1,860 -14%
APA
530
American Portfolios Advisors
New York
$706K +$259K +4,245 +58%
BAMF
531
BI Asset Management Fondsmaeglerselskab
Denmark
$693K +$148K +2,426 +27%
IA
532
IFP Advisors
Florida
$692K +$66.4K +1,098 +11%
W
533
WealthOne
New York
$692K +$121K +1,975 +21%
IA
534
Insight Advisors
Pennsylvania
$692K +$692K +11,023 New
Nordea Investment Management
535
Nordea Investment Management
Sweden
$689K -$2.11M -34,419 -75%
NL
536
Navalign LLC
California
$688K +$688K +11,260 New
CAI
537
Capital Advisors Inc
Oklahoma
$685K +$140K +2,298 +26%
OPWM
538
Oakwell Private Wealth Management
Texas
$674K +$39.1K +641 +6%
CA
539
Calton & Associates
Florida
$673K -$167K -2,735 -20%
VI
540
Vestcor Inc
New Brunswick, Canada
$671K -$15.7K -257 -2%
AWM
541
Avior Wealth Management
Nebraska
$669K +$5.98K +98 +0.9%
CPA
542
Capital Planning Advisors
California
$668K -$17.8K -291 -3%
PFP
543
Pinnacle Financial Partners
Tennessee
$666K -$49.9K -1,072 -7%
SF
544
Symphony Financial
Texas
$666K +$74.3K +1,159 +13%
SW
545
SVB Wealth
Massachusetts
$665K -$26.5K -435 -4%
AWE
546
Avidian Wealth Enterprises
Texas
$662K -$110K -1,800 -14%
EMPI
547
Elo Mutual Pension Insurance
Finland
$661K +$20.6K +338 +3%
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$660K – – –
WA
549
Wambolt & Associates
Colorado
$658K – – –
IAIM
550
International Assets Investment Management
Florida
$653K +$314K +5,867 +93%
20 21
22
23 24