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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 %
ADL
626
Asset Dedication LLC
California
$21K – – –
PA
627
PSI Advisors
Florida
$20.6K -$7.36K -255 -26%
MA
628
MCF Advisors
Kentucky
$20.6K – – –
HFS
629
Hantz Financial Services
Michigan
$20K +$3.69K +125 +23%
PCWA
630
Pacific Capital Wealth Advisors
California
$19.8K +$19.8K +686 New
ACA
631
Atlas Capital Advisors
Wyoming
$19.6K – – –
AEPWM
632
Atlantic Edge Private Wealth Management
Florida
$19.5K +$19.5K +675 New
SA
633
Scarborough Advisors
Maryland
$18.7K +$18.7K +648 New
FFC
634
First Financial Corp
Indiana
$18.2K – – –
ST
635
Smithfield Trust
Pennsylvania
$18K – – –
CWM
636
CarsonAllaria Wealth Management
Illinois
$17.8K – – –
BWP
637
Baldwin Wealth Partners
Massachusetts
$17.7K +$12.2K +423 +223%
AFS
638
Annapolis Financial Services
Maryland
$17.7K – – –
QC
639
Quent Capital
New York
$17.6K -$27.5K -952 -61%
EPW
640
Evergreen Private Wealth
Colorado
$17.6K +$17.6K +608 New
ODG
641
O'Dell Group
Ohio
$17.5K +$17.5K +604 New
AIC
642
Archer Investment Corporation
Indiana
$17.1K – – –
TWM
643
Tradition Wealth Management
Minnesota
$17K +$739 +25 +5%
AF
644
Advisornet Financial
Minnesota
$16.5K -$3.18K -110 -16%
HWA
645
HHM Wealth Advisors
Tennessee
$15.6K – – –
RVM
646
Robinson Value Management
Texas
$15.2K -$10.8K -374 -42%
RFG
647
REAP Financial Group
Texas
$15.2K +$15.2K +525 New
CNBTD
648
Citizens National Bank Trust Department
Mississippi
$14.4K – – –
PSB
649
Piscataqua Savings Bank
New Hampshire
$14.4K – – –
LA
650
LM Advisors
California
$14.4K +$14.4K +500 New
24 25
26
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