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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 %
CFGS
526
Concourse Financial Group Securities
Alabama
$155K -$17.4K -595 -10%
PTC
527
Private Trust Company
Ohio
$148K +$934 +32 +0.6%
HNB
528
Huntington National Bank
Ohio
$146K -$3.04K -104 -2%
QCG
529
Quadrant Capital Group
Ohio
$145K +$6.16K +211 +4%
GI
530
GAMMA Investing
California
$137K +$17.4K +595 +15%
SWM
531
Spire Wealth Management
Virginia
$135K +$204 +7 +0.2%
FCAS
532
First Command Advisory Services
Texas
$132K -$39.9K -1,368 -23%
BCPWM
533
Bradley & Co Private Wealth Management
Florida
$131K -$89.4K -3,062 -40%
HCM
534
Hollencrest Capital Management
California
$124K +$29 +1 +0%
CFD
535
Creative Financial Designs
Indiana
$121K -$19.4K -663 -14%
Acadian Asset Management
536
Acadian Asset Management
Massachusetts
$120K +$120K +4,120 New
LFG
537
Larson Financial Group
Missouri
$109K -$132K -4,526 -55%
WBC
538
Westpac Banking Corp
Australia
$105K -$32.5K -1,115 -24%
GFPC
539
Global Financial Private Client
Florida
$105K – – –
MA
540
Montag & Associates
Georgia
$103K – – –
VI
541
Vestcor Inc
New Brunswick, Canada
$101K – – –
OC
542
Oakworth Capital
Alabama
$98.5K – – –
NS
543
NBC Securities
Alabama
$98K -$3.6K -124 -4%
TH
544
TCTC Holdings
Texas
$97.2K -$9.63K -330 -9%
VWM
545
Venturi Wealth Management
Texas
$96.4K +$13.8K +474 +17%
DPAM
546
Degroof Petercam Asset Management
Belgium
$96.3K – – –
HWA
547
Heritage Wealth Advisors
Virginia
$92.8K – – –
BCWM
548
Bartlett & Co Wealth Management
Ohio
$92.1K +$29.2K +1,001 +46%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$91.2K -$9.58K -328 -10%
NSIM
550
North Star Investment Management
Illinois
$91.1K -$14.6K -500 -14%
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