LUV icon

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 %
WA
701
WealthTrust Axiom
Pennsylvania
$349K -$3.11K -51 -0.9%
MSAM
702
Moloney Securities Asset Management
Missouri
$347K -$46.7K -766 -12%
HWA
703
Heritage Wealth Advisors
Virginia
$345K – – –
RCM
704
Ratan Capital Management
Florida
$342K -$8.52M -139,612 -96%
OR
705
Olympiad Research
Connecticut
$342K -$55K -901 -14%
WPC
706
Waters Parkerson & Co
Louisiana
$342K – – –
FIM
707
Fernwood Investment Management
Massachusetts
$342K – – –
HPC
708
Hobart Private Capital
North Carolina
$341K -$77.2K -1,265 -18%
CIA
709
Capital Investment Advisors
Georgia
$340K +$340K +5,567 New
ED
710
Exane Derivatives
France
$339K +$30.4K +498 +10%
FWIA
711
Fort Washington Investment Advisors
Ohio
$339K -$13.3K -217 -4%
AWM
712
Altium Wealth Management
New York
$334K +$334K +5,466 New
TAM
713
Tocqueville Asset Management
New York
$333K -$40K -654 -11%
KA
714
Kovack Advisors
Florida
$333K -$32.7K -536 -9%
GW
715
GW & Wade
Massachusetts
$329K +$329K +5,396 New
WAM
716
Weatherly Asset Management
California
$328K – – –
LFG
717
Larson Financial Group
Missouri
$326K +$23.4K +382 +8%
LOIM
718
Liberty One Investment Management
Illinois
$325K +$175K +2,872 +117%
DBT
719
Dubuque Bank & Trust
Iowa
$324K – – –
DWT
720
Dorsey & Whitney Trust
South Dakota
$323K +$796 +13 +0.2%
AA
721
Argent Advisors
Louisiana
$318K +$9.17K +150 +3%
OC
722
Oakworth Capital
Alabama
$315K +$6.11K +100 +2%
SMC
723
Smith, Moore & Co
Missouri
$315K +$13.1K +214 +4%
CMBA
724
C.M. Bidwell & Associates
Hawaii
$314K -$30.6K -501 -9%
BAM
725
Bellevue Asset Management
Washington
$314K – – –
27 28
29
30 31