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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 Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$23.4M 810,716 +231,465 +40%
SSA
52
Schonfeld Strategic Advisors
New York
$23.4M 810,449 +323,075 +66%
Ninety One (UK)
53
Ninety One (UK)
United Kingdom
$23.1M 799,353 -37,806 -5%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$22.9M 791,695 -380,924 -32%
TC
55
Towle & Co
Colorado
$22.3M 772,403 +772,403 New
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.2M 768,140 +52,296 +7%
First Trust Advisors
57
First Trust Advisors
Illinois
$21.7M 752,374 +338,478 +82%
AllianceBernstein
58
AllianceBernstein
Tennessee
$20.5M 709,144 +6,261 +0.9%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$20.3M 691,700 +161,757 +31%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$20.2M 699,141 -299,268 -30%
UBS AM
61
UBS AM
Illinois
$19.6M 679,608 -12,415 -2%
LPL Financial
62
LPL Financial
California
$19.5M 673,871 +66,653 +11%
Principal Financial Group
63
Principal Financial Group
Iowa
$19.4M 671,950 -15,791 -2%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$17.3M 600,728 +28 +0%
Macquarie Group
65
Macquarie Group
Australia
$16.8M 580,201 -8,785 -1%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$16.7M 579,077 -13,100 -2%
Parallax Volatility Advisers
67
Parallax Volatility Advisers
California
$16.6M 574,507 +549,375 +2,186%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.5M 572,825 +303,082 +112%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$15.4M 531,825 -42,888 -7%
MGIM
70
M&G Investment Management
United Kingdom
$15M 516,092 +698 +0.1%
RJA
71
Raymond James & Associates
Florida
$14.6M 506,762 +124,054 +32%
Wells Fargo
72
Wells Fargo
California
$14.3M 496,800 -179,152 -27%
Swiss National Bank
73
Swiss National Bank
Switzerland
$13.4M 463,500 -13,400 -3%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$13.2M 456,800 -3,340 -0.7%
Prudential Financial
75
Prudential Financial
New Jersey
$12.8M 456,829 -77,153 -14%
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