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Southwest Airlines
LUV

Overview Fund Activity

1,063 hedge funds and large institutions have $28.3B invested in Southwest Airlines in 2021 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 330 increasing their positions, 377 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+43
Holders Change %
+4.22%
% of All Funds
18.72%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
170
Increased
330
Reduced
377
Closed
115
Calls
$694M
Puts
$662M
Net Calls
+$32M
Net Calls Change
+$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
DZ Bank
DZ Bank
Germany
+$214M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$185M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$70.7M
5
Franklin Resources
Franklin Resources
California
+$64.6M

Top Sellers

1
Primecap Management
Primecap Management
California
-$381M
2
State Street
State Street
Massachusetts
-$106M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$105M
4
American Century Companies
American Century Companies
Missouri
-$88.2M
5
MWA
Marshall Wace Asia
Hong Kong
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
676
Vigilare Wealth Management
Arizona
$401K +$102K +1,675 +34%
GG
677
Gofen & Glossberg
Illinois
$396K – – –
Brown Advisory
678
Brown Advisory
Maryland
$395K -$15.4K -253 -4%
JIC
679
Johnson Investment Counsel
Ohio
$394K -$55.1K -903 -12%
WI
680
Wintrust Investments
Illinois
$390K +$390K +6,387 New
LBD
681
Landsberg Bennett & Dubbaneh
Florida
$388K +$73.1K +1,193 +23%
OPS
682
Orion Portfolio Solutions
Nebraska
$388K +$103K +1,681 +36%
LIA
683
LBMC Investment Advisors
Tennessee
$385K +$23.4K +383 +6%
AIA
684
AIMZ Investment Advisors
California
$382K – – –
GHA
685
GW Henssler & Associates
Georgia
$381K – – –
FFA
686
First Foundation Advisors
California
$380K -$126K -2,063 -25%
PTC
687
Private Trust Company
Ohio
$379K +$379K +6,223 New
QI
688
QS Investors
New York
$378K -$4.04M -66,005 -91%
VF
689
Virtu Financial
New York
$378K +$378K +6,195 New
VPIM
690
Vanguard Personalized Indexing Management
California
$377K +$377K +6,171 New
JHCP
691
Jackson Hole Capital Partners
Oklahoma
$363K – – –
NFP
692
Novak Financial Planning
Maryland
$363K +$12.7K +208 +4%
SIM
693
Sentry Investment Management
Wisconsin
$361K -$2.08M -34,043 -85%
EFSCE
694
Enterprise Financial Services Corp (EFSC)
Missouri
$361K +$252K +4,135 +231%
SIM
695
SSI Investment Management
California
$359K -$183 -3 -0.1%
WJA
696
Willis Johnson & Associates
Texas
$359K – – –
CWM
697
Cordatus Wealth Management
Pennsylvania
$359K +$79.7K +1,304 +29%
CWM
698
Cornerstone Wealth Management
Missouri
$357K +$66K +1,081 +23%
CPO
699
Cerity Partners OCIO
New York
$356K -$20.4K -334 -5%
CFD
700
Creative Financial Designs
Indiana
$350K +$9.05K +148 +3%
26 27
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