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Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
2
Morgan Stanley
Morgan Stanley
New York
$310M
3
AllianceBernstein
AllianceBernstein
Tennessee
$198M
4
PI
Putnam Investments
Massachusetts
$402M
5
Franklin Resources
Franklin Resources
California
$296M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
Primecap Management
California
$3.04B
5
Boston Partners
Boston Partners
Massachusetts
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
576
Moneta Group Investment Advisors
Missouri
$458K -$186K -3,987 -29%
BSW
577
Buckingham Strategic Wealth
Missouri
$449K +$49.2K +1,056 +12%
PP
578
Pegasus Partners
Wisconsin
$447K – – –
TNA
579
True North Advisors
Texas
$444K – – –
RWA
580
Redhawk Wealth Advisors
Minnesota
$441K +$441K +9,467 New
DCM
581
Driehaus Capital Management
Illinois
$437K -$220K -4,721 -33%
SBIA
582
Sheaff Brock Investment Advisors
Indiana
$436K -$45.4K -974 -9%
W
583
WealthOne
New York
$436K – – –
MFG
584
Menard Financial Group
Texas
$436K +$100K +2,146 +30%
Daiwa Securities Group
585
Daiwa Securities Group
Japan
$433K -$680K -14,600 -61%
SP
586
Symmetry Partners
Connecticut
$433K +$419 +9 +0.1%
BFG
587
Berger Financial Group
Minnesota
$433K +$433K +9,287 New
SFA
588
Sequoia Financial Advisors
Ohio
$432K +$93.1K +1,998 +27%
CFG
589
Cooper Financial Group
California
$426K +$7.14K +153 +2%
CIA
590
Compass Ion Advisors
Pennsylvania
$424K – – –
BMCM
591
Black Maple Capital Management
Wisconsin
$424K +$424K +9,100 New
IF
592
Intrua Financial
Texas
$423K +$4.66K +100 +1%
FCB
593
First Command Bank
Texas
$420K +$131K +2,812 +45%
FCFS
594
First Command Financial Services
Texas
$420K +$131K +2,812 +45%
MSRPS
595
Maryland State Retirement & Pension System
Maryland
$419K +$419K +9,500 New
ECM
596
Everence Capital Management
Indiana
$418K -$298K -6,390 -42%
AIM
597
Acropolis Investment Management
Missouri
$417K +$4.2K +90 +1%
BAMF
598
BI Asset Management Fondsmaeglerselskab
Denmark
$416K -$274K -5,875 -40%
SF
599
Symphony Financial
Texas
$416K -$33.3K -738 -7%
TCM
600
Twin Capital Management
Pennsylvania
$416K -$7K -150 -2%
22 23
24
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