LUV icon

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
$395M
2
Capital World Investors
Capital World Investors
California
$1.79B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B
5
TC
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
USGIU
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
Millennium Management
New York
$13.4M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
American Century Companies
American Century Companies
Missouri
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
626
Optiver Holding
Netherlands
$24.8K +$24.8K +851 New
BHWM
627
Beaird Harris Wealth Management
Texas
$24.7K – – –
LFA
628
LGT Financial Advisors
Texas
$23.5K +$146 +5 +0.6%
HCP
629
Hexagon Capital Partners
Arkansas
$23.3K -$1.72K -59 -7%
TPCW
630
TD Private Client Wealth
New York
$23.1K -$156K -5,339 -87%
CP
631
Castleview Partners
Texas
$22.5K -$58 -2 -0.3%
TWC
632
TD Waterhouse Canada
Ontario, Canada
$22.2K -$30.7K -1,085 -58%
ADL
633
Asset Dedication LLC
California
$22K +$181 +6 +0.8%
AEPWM
634
Atlantic Edge Private Wealth Management
Florida
$21.6K +$1.93K +66 +10%
PMFA
635
Plante Moran Financial Advisors
Michigan
$21.6K – – –
WAS
636
Winch Advisory Services
Wisconsin
$21.5K +$263 +9 +1%
RA
637
Rise Advisors
New York
$20.8K +$15.4K +528 +284%
PCWA
638
Pacific Capital Wealth Advisors
California
$20K – – –
HFS
639
Hantz Financial Services
Michigan
$20K – – –
GA
640
GoalVest Advisory
New York
$19.6K +$19.6K +671 New
CAM
641
Costello Asset Management
Pennsylvania
$19K -$8.76K -300 -32%
HWA
642
HHM Wealth Advisors
Tennessee
$18.7K +$2.92K +100 +19%
CWM
643
CarsonAllaria Wealth Management
Illinois
$18.2K +$234 +8 +1%
FFC
644
First Financial Corp
Indiana
$18K -$408 -14 -2%
QC
645
Quent Capital
New York
$17.8K – – –
EPW
646
Evergreen Private Wealth
Colorado
$17.7K – – –
AIC
647
Archer Investment Corporation
Indiana
$17.5K +$204 +7 +1%
RS
648
Rakuten Securities
Japan
$16.9K -$6.54K -224 -28%
AFS
649
Annapolis Financial Services
Maryland
$16.8K -$1.08K -37 -6%
EC
650
Elequin Capital
New York
$16.5K +$16.5K +566 New
24 25
26
27 28