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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
1
Capital World Investors
California
$1.54B
2
Morgan Stanley
2
Morgan Stanley
New York
$415M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$227M
4
USGIU
4
U.S. Global Investors (USGI)
Texas
$179M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$169M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$295M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$87.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$11.4M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$693M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
651
Accent Capital Management
Ohio
$14.4K +$14.4K +500 New
BGAI
652
Bruce G. Allen Investments
Colorado
$14.2K +$14.2K +492 New
M
653
MOTCO
Texas
$13.9K -$20.4K -706 -59%
SL
654
Salomon & Ludwin
Virginia
$13.5K – – –
RCM
655
Raleigh Capital Management
North Carolina
$13.4K -$14.2K -492 -51%
GEA
656
Glen Eagle Advisors
New Jersey
$13.3K -$6.15K -213 -32%
MFT
657
Moisand Fitzgerald Tamayo
Florida
$12.8K +$694 +24 +6%
CMBA
658
C.M. Bidwell & Associates
Hawaii
$12.6K – – –
ITIM
659
Indiana Trust & Investment Management
Indiana
$12.4K – – –
FFL
660
Financial Freedom LLC
Ohio
$12K – – –
CWA
661
Core Wealth Advisors
Florida
$12K – – –
BAM
662
Byrne Asset Management
New Jersey
$12K +$3.21K +110 +37%
DMBA
663
Deseret Mutual Benefit Administrators
Utah
$11.7K -$3.58K -124 -23%
GJIA
664
Glass Jacobson Investment Advisors
Maryland
$11.6K +$1.44K +50 +14%
RFG
665
RFP Financial Group
Georgia
$11.1K – – –
AF
666
Arrow Financial
New York
$10.8K -$14.4K -500 -57%
CFO
667
CVA Family Office
Colorado
$10.7K +$10.7K +370 New
BWL
668
Bogart Wealth LLC
Virginia
$10.2K – – –
FCMT
669
Founders Capital Management (Texas)
Texas
$10.1K – – –
SWM
670
Sanctuary Wealth Management
Idaho
$9.85K – – –
PWMG
671
Private Wealth Management Group
New Jersey
$9.5K +$9.5K +329 New
AWM
672
Atticus Wealth Management
Florida
$9.36K -$7.22K -250 -44%
CTB
673
Country Trust Bank
Illinois
$9.16K -$57.8K -2,000 -86%
TSW
674
Thompson Siegel & Walmsley
Virginia
$9K – – –
WIA
675
Wetzel Investment Advisors
Indiana
$9K +$9K +321 New
25 26
27
28 29