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Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$389M
2
Franklin Resources
Franklin Resources
California
+$130M
3
Capital World Investors
Capital World Investors
California
+$124M
4
BlackRock
BlackRock
New York
+$81.4M
5
Morgan Stanley
Morgan Stanley
New York
+$58.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
PTC
Provident Trust Company
Wisconsin
-$101M
3
Citadel Advisors
Citadel Advisors
Florida
-$82.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$75.9M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCG
651
MACRO Consulting Group
New Jersey
$201K +$201K +5,061 New
CPO
652
Cerity Partners OCIO
New York
$200K -$91.2K -2,438 -31%
NSIM
653
North Star Investment Management
Illinois
$192K +$7.5K +200 +4%
OC
654
Oakworth Capital
Alabama
$190K +$45.2K +1,203 +31%
CFD
655
Creative Financial Designs
Indiana
$185K +$122K +3,238 +192%
LFG
656
Larson Financial Group
Missouri
$177K -$35.7K -949 -17%
IA
657
IndexIQ Advisors
New York
$164K +$113K +3,032 +224%
HNB
658
Huntington National Bank
Ohio
$163K +$14.4K +384 +10%
SWA
659
Sutton Wealth Advisors
Florida
$157K +$1.69K +45 +1%
LPIC
660
LeJeune Puetz Investment Counsel
Michigan
$157K +$157K +4,175 New
MCA
661
Mercer Capital Advisers
New Jersey
$137K – – –
EOJOAM
662
E. Ohman J:or Asset Management
Sweden
$135K – – –
FMTCOCP
663
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$130K -$8.08K -215 -6%
TCM
664
Tradewinds Capital Management
Washington
$130K – – –
GSWM
665
Golden State Wealth Management
California
$125K +$125K +3,329 New
Bessemer Group
666
Bessemer Group
New Jersey
$120K -$2.06M -55,087 -94%
BWA
667
BDO Wealth Advisors
Florida
$119K +$62.1K +1,655 +109%
FMP
668
Financial Management Professionals
Texas
$115K +$263 +7 +0.2%
RAM
669
Riggs Asset Management
Pennsylvania
$108K -$10.5K -281 -9%
TPWA
670
TRUE Private Wealth Advisors
Oregon
$108K +$9.33K +250 +9%
BCV
671
Banque Cantonale Vaudoise
Switzerland
$104K -$203K -5,400 -66%
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$101K +$377 +10 +0.4%
HWA
673
Heritage Wealth Advisors
Virginia
$96.1K – – –
DOA
674
D'Orazio & Associates
Virginia
$95K – – –
QCG
675
Quadrant Capital Group
Ohio
$94K -$17.7K -473 -16%
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