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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.

Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.27%
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
1
Franklin Resources
California
$395M
2
Capital World Investors
2
Capital World Investors
California
$1.79B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B
5
TC
5
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
USGIU
2
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
3
Millennium Management
New York
$13.4M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
676
Fernwood Investment Management
Massachusetts
$8.76K 300 +300 New
IA
677
IFS Advisors
Kansas
$8.64K 296 – –
DF
678
DecisionPoint Financial
Arizona
$8.33K 308 +2 +0.7%
MCM
679
MV Capital Management
Maryland
$8.12K 278 +14 +5%
GKIM
680
GW&K Investment Management
Massachusetts
$8K 273 -6 -2%
PA
681
PSI Advisors
Florida
$7.84K 269 -444 -62%
CTWM
682
Cherry Tree Wealth Management
Minnesota
$7.74K 265 – –
WPA
683
West Paces Advisors
Georgia
$7.65K 262 – –
GEA
684
Glen Eagle Advisors
New Jersey
$7.63K 261 -199 -43%
HWM
685
HighMark Wealth Management
Minnesota
$7.56K 259 +3 +1%
BCM
686
Blume Capital Management
California
$7.53K 258 – –
ITIM
687
Indiana Trust & Investment Management
Indiana
$7.3K 250 -180 -42%
PP
688
PFS Partners
New Jersey
$7.3K 250 – –
PPWM
689
PFG Private Wealth Management
Florida
$7.3K 250 – –
OPTFSNA
690
Old Point Trust & Financial Services N A
Virginia
$7.3K 250 +250 New
SAM
691
Smartleaf Asset Management
Massachusetts
$7.02K 240 +240 New
AWM
692
Avondale Wealth Management
Texas
$7.01K 240 – –
PIS
693
POM Investment Strategies
North Carolina
$7.01K 240 – –
TFA
694
Transamerica Financial Advisors
Florida
$7K 234 -4 -2%
AFG
695
Albion Financial Group
Utah
$6.24K 214 – –
DWM
696
Dogwood Wealth Management
Kansas
$6.23K 213 +2 +0.9%
CTB
697
Country Trust Bank
Illinois
$6.19K 212 -105 -33%
KFI
698
Key Financial Inc
Pennsylvania
$6.16K 211 – –
BAM
699
Byrne Asset Management
New Jersey
$5.84K 200 -210 -51%
WBC
700
West Branch Capital
Massachusetts
$5.84K 200 – –
26 27
28
29 30