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Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.96B
2
Franklin Resources
Franklin Resources
California
$148M
3
Capital World Investors
Capital World Investors
California
$124M
4
BlackRock
BlackRock
New York
$1.26B
5
Morgan Stanley
Morgan Stanley
New York
$136M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$570M
2
PTC
Provident Trust Company
Wisconsin
$0
3
Citadel Advisors
Citadel Advisors
Florida
$29.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.3M
5
LPU
Lansdowne Partners (UK)
United Kingdom
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
726
McIlrath & Eck
Washington
$40K +$7.38K +198 +23%
SC
727
Slow Capital
California
$40K +$40K +1,077 New
RFA
728
Reilly Financial Advisors
California
$39K +$1.86K +50 +5%
BCWM
729
Bartlett & Co Wealth Management
Ohio
$38.4K – – –
MSFP
730
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
CTB
731
Country Trust Bank
Illinois
$38K – – –
DSC
732
Duncker Streett & Co
Missouri
$38K – – –
BC
733
Bartlett & Co
Ohio
$38K – – –
CFN
734
Cordasco Financial Network
Florida
$38K +$8.05K +215 +27%
WT
735
Washington Trust
Rhode Island
$38K +$38K +1,000 New
FPB
736
First PREMIER Bank
South Dakota
$38K +$38K +1,000 New
GWMIA
737
Global Wealth Management Investment Advisory
Florida
$36K -$13.5K -365 -27%
SFPG
738
Stonebridge Financial Planning Group
Florida
$35K – – –
TFA
739
Toth Financial Advisory
Virginia
$35K +$2.06K +55 +6%
TFGT
740
TS Financial Group (TSFG)
Illinois
$34K -$4.21K -112 -11%
BWA
741
Burt Wealth Advisors
Maryland
$34K – – –
AWM
742
Atticus Wealth Management
Florida
$34K +$3.71K +100 +12%
ETC
743
Exchange Traded Concepts
Oklahoma
$33K -$1.14M -29,919 -97%
BCA
744
Bray Capital Advisors
Florida
$31K – – –
SAM
745
Shell Asset Management
Netherlands
$31K – – –
WAS
746
Winch Advisory Services
Wisconsin
$31K +$3.26K +86 +12%
WIM
747
Westside Investment Management
California
$30K +$22.8K +800 +317%
FHA
748
First Horizon Advisors
Tennessee
$30K -$6.56K -175 -18%
SIAS
749
Shine Investment Advisory Services
Colorado
$30K +$3.33K +90 +12%
HS
750
Horan Securities
United States
$30K +$11K +294 +58%
28 29
30
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