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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 %
SIM
551
Sentry Investment Management
Wisconsin
$91K – – –
JWM
552
Janiczek Wealth Management
Colorado
$90.3K – – –
RIA
553
Realta Investment Advisors
Delaware
$89.4K +$89.4K +3,064 New
WI
554
Wahed Invest
New York
$84.5K +$84.5K +2,895 New
HGERS
555
Householder Group Estate & Retirement Specialist
Arizona
$82.9K +$10.9K +375 +15%
SS
556
Sunbelt Securities
Texas
$79.3K -$19.9K -682 -20%
RIL
557
Rothschild Investment LLC
Illinois
$79.3K -$1.87K -64 -2%
LF
558
LifeSteps Financial
California
$78.5K +$78.5K +2,689 New
CG
559
Cutler Group
California
$77K -$38K -1,318 -33%
PCFFS
560
Pacific Center for Financial Services
California
$76.1K +$17.7K +607 +30%
WWM
561
Wolff Wiese Magana
California
$71.1K – – –
AA
562
Alta Advisers
United Kingdom
$70.1K – – –
GITFIT
563
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$67.1K – – –
BCMLT
564
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.6K -$1.87K -64 -3%
GBT
565
Grove Bank & Trust
Florida
$64.9K – – –
EWA
566
EverSource Wealth Advisors
Alabama
$63.1K -$9.16K -353 -13%
Federated Hermes
567
Federated Hermes
Pennsylvania
$62.9K +$62.9K +2,156 New
FMTCOCP
568
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K – – –
GGI
569
Godsey & Gibb Inc
Virginia
$61.5K -$2.1K -72 -3%
QL
570
Quarry LP
New York
$59.3K +$32.9K +1,126 +124%
T
571
TOBAM
France
$59K – – –
MAWCM
572
Mine & Arao Wealth Creation & Management
California
$58.8K -$39.1K -1,338 -40%
TIM
573
Thompson Investment Management
Wisconsin
$58.4K – – –
EFP
574
EnRich Financial Partners
Wisconsin
$58.4K +$58.4K +2,000 New
PAS
575
Point72 Asia (Singapore)
Singapore
$57.3K +$57.3K +1,963 New
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