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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.

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 %
IBOK
676
Independence Bank of Kentucky
Kentucky
$8.98K – – –
DF
677
DecisionPoint Financial
Arizona
$8.84K – – –
SN
678
Sittner & Nelson
Oregon
$8.69K +$8.69K +301 New
TC
679
Truvestments Capital
Florida
$8.66K – – –
TC
680
Trust Company
Kansas
$8.66K – – –
LOIP
681
Live Oak Investment Partners
Texas
$8.66K -$8.12K – –
MFG
682
Mendota Financial Group
Wisconsin
$8.66K – – –
IA
683
IFS Advisors
Kansas
$8.55K – – –
CB
684
Centennial Bank
Arkansas
$8.17K +$3.55K +120 +77%
GKIM
685
GW&K Investment Management
Massachusetts
$8K -$688 -24 -8%
PAI
686
Pittenger & Anderson Inc
Nebraska
$7.94K – – –
CTWM
687
Cherry Tree Wealth Management
Minnesota
$7.65K – – –
MCM
688
MV Capital Management
Maryland
$7.63K +$2.69K +93 +54%
WPA
689
West Paces Advisors
Georgia
$7.57K +$375 +13 +5%
BCM
690
Blume Capital Management
California
$7.45K +$116 +4 +2%
HWM
691
HighMark Wealth Management
Minnesota
$7.38K – – –
SIC
692
Salem Investment Counselors
North Carolina
$7.32K – – –
PPWM
693
PFG Private Wealth Management
Florida
$7.22K – – –
PP
694
PFS Partners
New Jersey
$7.22K – – –
TFA
695
Transamerica Financial Advisors
Florida
$7K -$2.09K -71 -23%
AWM
696
Avondale Wealth Management
Texas
$6.93K – – –
PIS
697
POM Investment Strategies
North Carolina
$6.93K +$6.93K +240 New
AFG
698
Albion Financial Group
Utah
$6.17K +$5.48K +190 +792%
KFI
699
Key Financial Inc
Pennsylvania
$6.09K – – –
DWM
700
Dogwood Wealth Management
Kansas
$6.08K +$6.08K +211 New
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