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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
11.43%
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 %
CFD
526
Creative Financial Designs
Indiana
$139K +$8.49K +294 +7%
SWM
527
Spire Wealth Management
Virginia
$138K -$18.7K -624 -12%
QCG
528
Quadrant Capital Group
Ohio
$138K +$8.9K +308 +7%
WBC
529
Westpac Banking Corp
Australia
$137K +$31K +1,072 +29%
OP
530
ORG Partners
Indiana
$125K -$1.91K -66 -2%
HCM
531
Hollencrest Capital Management
California
$123K – – –
GI
532
GAMMA Investing
California
$122K +$122K +4,085 New
CG
533
Cutler Group
California
$115K -$7.7K -267 -6%
TH
534
TCTC Holdings
Texas
$106K +$96.2K +3,330 +1,009%
NSIM
535
North Star Investment Management
Illinois
$105K -$5.05K -175 -5%
GFPC
536
Global Financial Private Client
Florida
$104K -$114K -3,952 -52%
MA
537
Montag & Associates
Georgia
$103K -$67.9K -2,337 -40%
NS
538
NBC Securities
Alabama
$101K +$433 +15 +0.4%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$99.7K +$31.9K +1,106 +47%
VI
540
Vestcor Inc
New Brunswick, Canada
$99K -$2.1K -73 -2%
SS
541
Sunbelt Securities
Texas
$98.2K +$12.9K +447 +15%
OC
542
Oakworth Capital
Alabama
$97.4K -$16.8K -583 -15%
MAWCM
543
Mine & Arao Wealth Creation & Management
California
$96.8K +$35.6K +1,234 +58%
DPAM
544
Degroof Petercam Asset Management
Belgium
$95.3K +$95.3K +3,300 New
UM
545
UniSuper Management
Australia
$94.9K +$66K +2,286 +229%
HWA
546
Heritage Wealth Advisors
Virginia
$91.8K -$2.89K -100 -3%
SIM
547
Sentry Investment Management
Wisconsin
$90K -$9.68K -335 -10%
JWM
548
Janiczek Wealth Management
Colorado
$89.4K +$87.9K +3,042 +5,740%
VWM
549
Venturi Wealth Management
Texas
$81.7K +$3.18K +110 +4%
EC
550
EntryPoint Capital
New York
$81.6K +$81.6K +2,827 New
20 21
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