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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.

Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.27%
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
1
Franklin Resources
California
$395M
2
Capital World Investors
2
Capital World Investors
California
$1.79B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B
5
TC
5
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
USGIU
2
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
3
Millennium Management
New York
$13.4M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
601
Mather Group
Illinois
$33.9K 1,175 +1,175 New
TSWM
602
Tyler-Stone Wealth Management
Ohio
$33.3K 1,139 +1 +0.1%
DAM
603
Delta Asset Management
Tennessee
$33K 1,130 -1,125 -50%
FFWA
604
FRG Family Wealth Advisors
Washington
$32.5K 1,253 +1,253 New
PA
605
Pineridge Advisors
Missouri
$32.1K 1,100 – –
CCM
606
Chilton Capital Management
Texas
$32.1K 1,100 +100 +10%
GWSG
607
GPS Wealth Strategies Group
Colorado
$32.1K 1,098 -333 -23%
CIA
608
Cape Investment Advisory
Georgia
$31.6K 1,081 – –
IGWM
609
ICA Group Wealth Management
Colorado
$29.9K 1,024 +9 +0.9%
AFWM
610
Abich Financial Wealth Management
Virginia
$29.7K 1,018 +10 +1%
AA
611
Ancora Advisors
Ohio
$29.7K 1,016 -254 -20%
WWP
612
WR Wealth Planners
Missouri
$29.6K 1,015 +1,015 New
AAP
613
Arax Advisory Partners
Colorado
$29.4K 1,006 -25 -2%
SAG
614
Spotlight Asset Group
Illinois
$29.2K 1,000 -1,000 -50%
WT
615
Washington Trust
Rhode Island
$29.2K 1,000 – –
VCM
616
Versant Capital Management
Arizona
$28.9K 990 – –
FCA
617
FinTrust Capital Advisors
South Carolina
$28.2K 965 – –
OIA
618
Optimum Investment Advisors
Illinois
$27.7K 950 +200 +27%
CA
619
Clearstead Advisors
Ohio
$27.2K 972 -46 -5%
CAL
620
Capital Advisors Ltd
Ohio
$27K 937 +23 +3%
CSC
621
Caldwell Sutter Capital
California
$26K 890 -1,255 -59%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$25.7K 881 +31 +4%
JWA
623
JFS Wealth Advisors
Pennsylvania
$25.7K 880 +146 +20%
MCM
624
Manchester Capital Management
Vermont
$25.7K 879 +47 +6%
CSWM
625
Cassady Schiller Wealth Management
Ohio
$25.1K 859 – –
23 24
25
26 27