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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
+$387M
2
Capital World Investors
Capital World Investors
California
+$232M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$74.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$62.7M
5
TC
TwinBeech Capital
New York
+$32.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
USGIU
U.S. Global Investors (USGI)
Texas
-$63.4M
3
Millennium Management
Millennium Management
New York
-$57.4M
4
Holocene Advisors
Holocene Advisors
New York
-$41.5M
5
American Century Companies
American Century Companies
Missouri
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
576
Bray Capital Advisors
Florida
$56.3K – – –
BBHC
577
Brown Brothers Harriman & Co
New York
$51.7K +$7.04K +241 +16%
RFA
578
Register Financial Advisors
Georgia
$48.5K +$48.5K +1,661 New
SIS
579
Sound Income Strategies
Florida
$48.4K -$6.07K -208 -11%
SSB
580
Sandy Spring Bank
Maryland
$47.3K -$876 -30 -2%
CM
581
Castleark Management
Illinois
$45.5K – – –
CA
582
Crewe Advisors
Utah
$45.5K +$45.5K +1,560 New
WTC
583
WhitTier Trust Company
Nevada
$45.5K +$321 +11 +0.7%
LAM
584
Lummis Asset Management
Texas
$43.8K – – –
C
585
Covestor
United Kingdom
$43K -$109K -3,750 -72%
KA
586
Kozak & Associates
Colorado
$42.7K +$1.32K +47 +3%
FFA
587
Farther Finance Advisors
California
$41.8K +$5.63K +193 +16%
WIM
588
Westside Investment Management
California
$41.7K -$4.38K -150 -10%
NECFA
589
New England Capital Financial Advisors
Connecticut
$41.5K +$2.98K +102 +8%
CSB
590
City State Bank
Iowa
$41K -$2.92K -100 -7%
KFP
591
Keener Financial Planning
Texas
$41K – – –
RTC
592
Riverview Trust Company
Washington
$40.6K +$40.6K +1,390 New
MA
593
MCF Advisors
Kentucky
$40.3K +$19.5K +669 +94%
ME
594
McIlrath & Eck
Washington
$40.3K -$3.8K -130 -9%
CA
595
CoreCap Advisors
Michigan
$39.2K +$39.2K +1,342 New
FMP
596
Financial Management Professionals
Texas
$39K -$7.88K -271 -17%
AW
597
Avion Wealth
Texas
$39K – – –
CFFP
598
Center for Financial Planning
Michigan
$39K – – –
HIA
599
Harbor Investment Advisory
Maryland
$38.4K – – –
AAG
600
Accordant Advisory Group
Maryland
$37.1K +$37.1K +1,270 New
22 23
24
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