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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 %
RCM
701
Richardson Capital Management
Wisconsin
$5.84K 200 +200 New
CHA
702
Carmichael Hill & Associates
Maryland
$5.61K 192 – –
BWP
703
Baldwin Wealth Partners
Massachusetts
$5.55K 190 -423 -69%
GJWM
704
Gilliland Jeter Wealth Management
Arkansas
$5.11K 175 +175 New
VF
705
VitalStone Financial
Texas
$5K 181 – –
POIA
706
Pin Oak Investment Advisors
Texas
$5K 167 +2 +1%
AWM
707
Abound Wealth Management
Tennessee
$4.93K 169 +75 +80%
CB
708
Centennial Bank
Arkansas
$4.76K 156 -120 -43%
TCM
709
Tradewinds Capital Management
Washington
$4.44K 152 – –
PO
710
Private Ocean
California
$4.38K 150 – –
AAG
711
Armstrong Advisory Group
Massachusetts
$4.22K 146 – –
LTI
712
Laffer Tengler Investments
Tennessee
$4.12K 141 +141 New
BBPWM
713
Blue Bell Private Wealth Management
Pennsylvania
$4.12K 141 +1 +0.7%
SR
714
Syntax Research
Florida
$4.03K 138 – –
FA
715
Financial Avengers
California
$3.99K 137 +2 +1%
SNB
716
Security National Bank
Nebraska
$3.53K 121 – –
RTL
717
Red Tortoise LLC
Georgia
$3.53K 121 – –
LWA
718
Lowe Wealth Advisors
Maryland
$3.5K 120 – –
TWD
719
True Wealth Design
Ohio
$3.36K 115 +6 +6%
MAM
720
Meeder Asset Management
Ohio
$3.27K 112 +112 New
RG
721
Retirement Group
California
$3.18K 109 – –
OLVIG
722
Oliver Lagore Vanvalin Investment Group
Michigan
$3.02K 104 +2 +2%
HBW
723
Hazlett, Burt & Watson
West Virginia
$3K 100 – –
HB
724
Horizon Bancorp
Indiana
$3K 110 – –
HWP
725
Highline Wealth Partners
California
$2.98K 102 – –
27 28
29
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