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Southwest Airlines
LUV

Overview Fund Activity

752 hedge funds and large institutions have $15.3B invested in Southwest Airlines in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 281 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-25
Holders Change %
-3.22%
% of All Funds
10.94%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
90
Increased
231
Reduced
281
Closed
107
Calls
$639M
Puts
$534M
Net Calls
+$105M
Net Calls Change
+$255M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$567M
2
Goldman Sachs
Goldman Sachs
New York
$365M
3
UBS Group
UBS Group
Switzerland
$251M
4
Franklin Resources
Franklin Resources
California
$589M
5
EIM
Elliott Investment Management
Florida
$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$758K
2
Capital World Investors
Capital World Investors
California
$1.66B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$232M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
551
Versant Capital Management
Arizona
$40.4K +$12.1K +422 +43%
KFP
552
Keener Financial Planning
Texas
$40K – – –
FMP
553
Financial Management Professionals
Texas
$40K +$1.19K +41 +3%
RTC
554
Riverview Trust Company
Washington
$39.8K – – –
BTC
555
Bank & Trust Company
Illinois
$39.7K +$39.7K +1,389 New
SIS
556
Sound Income Strategies
Florida
$38.6K -$8.93K -312 -19%
CFFP
557
Center for Financial Planning
Michigan
$38.2K – – –
AS
558
AM Squared
Hong Kong
$37.2K +$37.2K +1,300 New
SC
559
Swan Capital
Florida
$37.2K +$37.2K +1,300 New
FMTCOCP
560
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K -$24.1K -835 -39%
AW
561
Avion Wealth
Texas
$37K +$558 +20 +2%
ME
562
McIlrath & Eck
Washington
$36.7K -$2.83K -99 -7%
CSB
563
City State Bank
Iowa
$35.9K -$4.29K -150 -11%
WIM
564
Westside Investment Management
California
$35.1K -$5.72K -200 -14%
WT
565
Washington Trust
Rhode Island
$34.7K +$6.09K +213 +21%
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.2K -$31.1K -1,086 -48%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$33.8K +$8.55K +299 +34%
IC
568
Innealta Capital
Texas
$32.6K +$32.6K +1,141 New
TSWM
569
Tyler-Stone Wealth Management
Ohio
$32.6K – – –
DAM
570
Delta Asset Management
Tennessee
$32.3K – – –
BCA
571
Bray Capital Advisors
Florida
$31.5K -$23.7K -829 -43%
HIA
572
Harbor Investment Advisory
Maryland
$31.1K -$6.58K -230 -17%
CIA
573
Cape Investment Advisory
Georgia
$30.9K – – –
CFO
574
CVA Family Office
Colorado
$29.6K +$19K +664 +179%
AFWM
575
Abich Financial Wealth Management
Virginia
$29.1K – – –
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