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Southwest Airlines
LUV

Overview Fund Activity

780 hedge funds and large institutions have $14B invested in Southwest Airlines in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 216 increasing their positions, 321 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+21
Holders Change %
+2.77%
% of All Funds
11.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
119
Increased
216
Reduced
321
Closed
89
Calls
$477M
Puts
$620M
Net Calls
-$142M
Net Calls Change
-$76.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.54B
2
Morgan Stanley
Morgan Stanley
New York
$415M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$227M
4
USGIU
U.S. Global Investors (USGI)
Texas
$179M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$169M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$295M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$693M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
601
ICA Group Wealth Management
Colorado
$29.3K +$29.3K +1,015 New
AFWM
602
Abich Financial Wealth Management
Virginia
$29.1K +$29.1K +1,008 New
MMG
603
Monetary Management Group
Missouri
$28.9K – – –
CCM
604
Chilton Capital Management
Texas
$28.9K – – –
WT
605
Washington Trust
Rhode Island
$28.9K – – –
FCT
606
First Community Trust
Iowa
$28.9K – – –
FHA
607
First Horizon Advisors
Tennessee
$28.9K +$28.9K +1,000 New
VCM
608
Versant Capital Management
Arizona
$28.6K -$173 -6 -0.6%
FCA
609
FinTrust Capital Advisors
South Carolina
$27.9K -$35.7K -1,236 -56%
CAM
610
Costello Asset Management
Pennsylvania
$27.4K -$27.7K -960 -50%
QL
611
Quarry LP
New York
$26.2K +$26.2K +906 New
CAL
612
Capital Advisors Ltd
Ohio
$26K +$11.8K +414 +83%
SOW
613
State of Wyoming
Wyoming
$25.8K +$2.72K +94 +12%
CSWM
614
Cassady Schiller Wealth Management
Ohio
$24.8K +$2.17K +75 +10%
HCP
615
Hexagon Capital Partners
Arkansas
$24.8K +$19.5K +677 +374%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$24.5K -$56.8K -1,967 -70%
BHWM
617
Beaird Harris Wealth Management
Texas
$24.5K -$16.1K -557 -40%
MCM
618
Manchester Capital Management
Vermont
$24K +$3.81K +132 +19%
RS
619
Rakuten Securities
Japan
$23.2K +$23.2K +804 New
LFA
620
LGT Financial Advisors
Texas
$23.1K – – –
CP
621
Castleview Partners
Texas
$22.3K +$2.97K +103 +15%
OIA
622
Optimum Investment Advisors
Illinois
$21.7K – – –
PMFA
623
Plante Moran Financial Advisors
Michigan
$21.4K -$10.5K -362 -33%
JWA
624
JFS Wealth Advisors
Pennsylvania
$21.2K -$1.16K -40 -5%
WAS
625
Winch Advisory Services
Wisconsin
$21.1K +$1.3K +45 +7%
23 24
25
26 27