LUV icon

Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$389M
2
Franklin Resources
Franklin Resources
California
+$130M
3
Capital World Investors
Capital World Investors
California
+$124M
4
BlackRock
BlackRock
New York
+$81.4M
5
Morgan Stanley
Morgan Stanley
New York
+$58.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
PTC
Provident Trust Company
Wisconsin
-$101M
3
Citadel Advisors
Citadel Advisors
Florida
-$82.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
551
Intersect Capital
California
$320K +$320K +8,536 New
SW
552
SkyOak Wealth
Michigan
$317K -$26.3K -701 -8%
ECM
553
ETrade Capital Management
Virginia
$315K +$112 +3 +0%
SFS
554
Sowell Financial Services
Arkansas
$315K +$12.5K +334 +4%
BRWA
555
B. Riley Wealth Advisors
Florida
$315K +$42.3K +1,160 +16%
OIA
556
OneDigital Investment Advisors
Kansas
$314K -$4.42K -118 -1%
CIM
557
CIM Investment Management
Pennsylvania
$312K -$3.23K -86 -1%
MNBTD
558
Moody National Bank Trust Division
Texas
$312K +$12.2K +326 +4%
TAM
559
Tocqueville Asset Management
New York
$310K – – –
SPIA
560
Steward Partners Investment Advisory
New York
$309K +$38.5K +1,029 +14%
V
561
Veritable
Delaware
$308K -$148K -3,962 -33%
SW
562
SVB Wealth
Massachusetts
$307K +$77.3K +2,061 +34%
CCM
563
Cribstone Capital Management
Maine
$304K -$12.5K -335 -4%
CI
564
Conning Inc
Connecticut
$304K +$7.5K +200 +3%
EWA
565
EP Wealth Advisors
California
$303K +$6.74K +180 +2%
IA
566
IFP Advisors
Florida
$302K -$46.1K -1,207 -13%
SC
567
Savant Capital
Illinois
$300K -$78.7K -2,100 -21%
ECG
568
Edge Capital Group
Georgia
$298K +$25.1K +670 +9%
GFPC
569
Global Financial Private Client
Florida
$296K – – –
TIM
570
Total Investment Management
Arizona
$296K +$19.5K +492 +7%
WS
571
Wedbush Securities
California
$294K -$82.1K -2,191 -22%
RFC
572
Regions Financial Corp
Alabama
$292K +$9.47K +252 +3%
ACM
573
Allred Capital Management
Texas
$287K -$17.8K -476 -6%
TC
574
TownSquare Capital
Utah
$287K +$2.07K +55 +0.7%
SP
575
Successful Portfolios
Florida
$286K -$14.5K -386 -5%
21 22
23
24 25