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Southwest Airlines
LUV

Overview Fund Activity

1,063 hedge funds and large institutions have $28.3B invested in Southwest Airlines in 2021 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 330 increasing their positions, 377 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+43
Holders Change %
+4.22%
% of All Funds
18.72%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
170
Increased
330
Reduced
377
Closed
115
Calls
$694M
Puts
$662M
Net Calls
+$32M
Net Calls Change
+$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
DZ Bank
DZ Bank
Germany
+$214M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$185M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$70.7M
5
Franklin Resources
Franklin Resources
California
+$64.6M

Top Sellers

1
Primecap Management
Primecap Management
California
-$381M
2
State Street
State Street
Massachusetts
-$106M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$105M
4
American Century Companies
American Century Companies
Missouri
-$88.2M
5
MWA
Marshall Wace Asia
Hong Kong
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
576
Pegasus Partners
Wisconsin
$585K – – –
MNBTD
577
Moody National Bank Trust Division
Texas
$585K +$77.2K +1,266 +15%
AF
578
Advisornet Financial
Minnesota
$580K -$32.1K -525 -5%
SFA
579
Sequoia Financial Advisors
Ohio
$580K +$13.9K +227 +2%
LF
580
LifeSteps Financial
California
$580K +$232K +3,792 +67%
NCM
581
New Capital Management
Texas
$578K +$173K +2,830 +43%
CF
582
Centaurus Financial
California
$575K -$455K -7,455 -44%
DCM
583
Driehaus Capital Management
Illinois
$573K – – –
SF
584
Synovus Financial
Georgia
$573K +$48.8K +800 +9%
MFG
585
Menard Financial Group
Texas
$570K -$610 -10 -0.1%
MIM
586
Moseley Investment Management
Florida
$566K +$53K +869 +10%
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$565K -$70.3K -1,151 -11%
CIA
588
Compass Ion Advisors
Pennsylvania
$563K +$6.72K +110 +1%
ISWM
589
Independent Solutions Wealth Management
New York
$557K -$62.5K -1,024 -10%
BMCM
590
Black Maple Capital Management
Wisconsin
$556K – – –
IWA
591
IVC Wealth Advisors
Pennsylvania
$554K -$112K -1,835 -17%
IC
592
Inscription Capital
Texas
$553K +$63.6K +1,042 +13%
ACA
593
Ackerman Capital Advisors
Texas
$550K +$550K +9,000 New
TI
594
Tidal Investments
Wisconsin
$550K +$550K +9,012 New
XWM
595
Xcel Wealth Management
Florida
$549K -$878K -14,384 -62%
BSW
596
Buckingham Strategic Wealth
Missouri
$548K -$39.6K -649 -7%
ECM
597
Everence Capital Management
Indiana
$547K – – –
PSUF
598
People's United Financial
Connecticut
$547K +$76.7K +1,255 +16%
AIM
599
Acropolis Investment Management
Missouri
$546K – – –
Verition Fund Management
600
Verition Fund Management
Connecticut
$543K +$543K +8,886 New
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