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Southwest Airlines
LUV

Overview Fund Activity

752 hedge funds and large institutions have $15.3B invested in Southwest Airlines in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 281 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-25
Holders Change %
-3.22%
% of All Funds
10.94%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
90
Increased
231
Reduced
281
Closed
107
Calls
$639M
Puts
$534M
Net Calls
+$105M
Net Calls Change
+$255M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$567M
2
Goldman Sachs
Goldman Sachs
New York
$365M
3
UBS Group
UBS Group
Switzerland
$251M
4
Franklin Resources
Franklin Resources
California
$589M
5
EIM
Elliott Investment Management
Florida
$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$758K
2
Capital World Investors
Capital World Investors
California
$1.66B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$232M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
601
Atlas Capital Advisors
Wyoming
$19.4K +$19.4K +678 New
AEPWM
602
Atlantic Edge Private Wealth Management
Florida
$19.3K -$1.89K -66 -9%
CP
603
Castleview Partners
Texas
$19.2K -$2.86K -100 -13%
GA
604
GoalVest Advisory
New York
$18.8K -$429 -15 -2%
FCA
605
FinTrust Capital Advisors
South Carolina
$18.2K -$9.44K -330 -34%
TFF
606
The Family Firm
Maryland
$18.1K +$18.1K +631 New
FC
607
Fairscale Capital
New Hampshire
$17.9K +$17.9K +625 New
CWM
608
CarsonAllaria Wealth Management
Illinois
$17.8K – – –
GJIA
609
Glass Jacobson Investment Advisors
Maryland
$17.3K +$2.86K +100 +20%
AIC
610
Archer Investment Corporation
Indiana
$17.1K – – –
AFS
611
Annapolis Financial Services
Maryland
$16.5K – – –
RA
612
Rise Advisors
New York
$16.3K -$4.15K -145 -20%
UWS
613
Unique Wealth Strategies
Illinois
$15.8K +$15.8K +542 New
LFA
614
LGT Financial Advisors
Texas
$15.8K -$7.24K -253 -31%
CP
615
Camelot Portfolios
Ohio
$15.1K +$15.1K +527 New
RVM
616
Robinson Value Management
Texas
$15K – – –
HFS
617
Hantz Financial Services
Michigan
$15K -$4.12K -146 -22%
EPW
618
Evergreen Private Wealth
Colorado
$14.5K -$2.86K -100 -16%
PWMG
619
Private Wealth Management Group
New Jersey
$14.4K +$4.95K +173 +53%
PSB
620
Piscataqua Savings Bank
New Hampshire
$14.3K – – –
ACM
621
Accent Capital Management
Ohio
$14.3K +$14.3K +500 New
CAS
622
Coppell Advisory Solutions
Texas
$14K +$14K +491 New
BGAI
623
Bruce G. Allen Investments
Colorado
$14K -$57 -2 -0.4%
M
624
MOTCO
Texas
$13.5K -$1.37K -48 -9%
MFT
625
Moisand Fitzgerald Tamayo
Florida
$13K +$229 +8 +2%
23 24
25
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