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Southwest Airlines
LUV

Overview Fund Activity

821 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 281 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+37
Holders Change %
+4.72%
% of All Funds
10.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
237
Reduced
281
Closed
90
Calls
$371M
Puts
$541M
Net Calls
-$170M
Net Calls Change
-$82.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$218M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$95.5M
5
SSM
5
Sound Shore Management
Connecticut
$85.3M

Top Sellers

1
PTC
1
Provident Trust Company
Wisconsin
$0
2
Nomura Holdings
2
Nomura Holdings
Japan
$26.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$305K
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
526
Stevens Capital Management
Pennsylvania
$202K -$497K -14,785 -71%
EWA
527
Exencial Wealth Advisors
Oklahoma
$200K +$200K +5,961 New
BTI
528
Blue Trust Inc
Georgia
$198K -$96.9K -2,881 -33%
BA
529
Bellwether Advisors
Nebraska
$196K +$196K +5,818 New
First Eagle Investment Management
530
First Eagle Investment Management
New York
$188K +$188K +5,588 New
LC
531
Lindbrook Capital
California
$186K -$941 -28 -0.5%
CBT
532
CoreFirst Bank & Trust
Kansas
$167K – – –
ZB
533
Zions Bancorporation
Utah
$164K -$10.6K -316 -6%
CF
534
Centaurus Financial
California
$161K -$76K -2,262 -32%
CFFP
535
Center for Financial Planning
Michigan
$156K – – –
CWM
536
Crowley Wealth Management
Delaware
$155K +$155K +4,602 New
BCPWM
537
Bradley & Co Private Wealth Management
Florida
$151K +$151K +4,500 New
QCG
538
Quadrant Capital Group
Ohio
$149K -$202 -6 -0.1%
AAP
539
Arax Advisory Partners
Colorado
$148K +$71.2K +2,117 +92%
NA
540
NewEdge Advisors
Louisiana
$148K -$6.09K -181 -4%
SWM
541
Spire Wealth Management
Virginia
$147K -$12.8K -380 -8%
AG
542
AmeriFlex Group
Nevada
$131K +$131K +4,280 New
FFA
543
Farther Finance Advisors
California
$131K -$5.55K -165 -4%
WI
544
Wahed Invest
New York
$130K +$7.26K +216 +6%
PTC
545
Private Trust Company
Ohio
$129K – – –
CFGS
546
Concourse Financial Group Securities
Alabama
$124K -$46.8K -1,470 -27%
CI Investments Inc
547
CI Investments Inc
Ontario, Canada
$123K -$147K -4,343 -54%
GFPC
548
Global Financial Private Client
Florida
$122K +$673 +20 +0.6%
MA
549
Montag & Associates
Georgia
$120K – – –
VWM
550
Venturi Wealth Management
Texas
$116K +$18.8K +559 +19%
20 21
22
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