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Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$480M
2
Morgan Stanley
Morgan Stanley
New York
+$142M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$138M
4
PI
Putnam Investments
Massachusetts
+$115M
5
Franklin Resources
Franklin Resources
California
+$112M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$175M
2
Harris Associates
Harris Associates
Illinois
-$145M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Primecap Management
Primecap Management
California
-$108M
5
Boston Partners
Boston Partners
Massachusetts
-$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
726
Laidlaw Wealth Management
New York
$238K +$238K +5,100 New
MCG
727
MACRO Consulting Group
New Jersey
$237K +$886 +19 +0.4%
WT
728
Whittier Trust
California
$236K -$23.2K -497 -9%
OC
729
Oakworth Capital
Alabama
$236K – – –
BAM
730
Bellevue Asset Management
Washington
$236K +$236K +5,129 New
ED
731
Exane Derivatives
France
$236K +$131K +2,816 +125%
AA
732
Argent Advisors
Louisiana
$235K -$29.9K -642 -11%
FIM
733
Freedom Investment Management
Connecticut
$235K +$235K +5,039 New
IP
734
Investment Partners
Ohio
$234K +$234K +5,020 New
GC
735
Grace Capital
Massachusetts
$233K -$46.6K -1,000 -17%
PCM
736
Pentwater Capital Management
Florida
$233K +$233K +5,000 New
IMF
737
Infini Master Fund
Hong Kong
$233K +$233K +5,000 New
ICM
738
Infini Capital Management
Hong Kong
$233K +$233K +5,000 New
BFEC
739
Benjamin F. Edwards & Company
Missouri
$232K +$160K +3,433 +223%
WANY
740
Wealthspire Advisors (New York)
New York
$232K +$232K +4,980 New
LFG
741
Larson Financial Group
Missouri
$231K +$11.3K +243 +5%
SMC
742
Smith, Moore & Co
Missouri
$231K +$231K +4,950 New
KF
743
Krilogy Financial
Missouri
$229K -$46.9K -1,006 -17%
HIA
744
Harbor Investment Advisory
Maryland
$229K -$32.9K -707 -13%
MG
745
Mather Group
Illinois
$229K +$229K +4,908 New
EFG
746
Everhart Financial Group
Ohio
$228K +$228K +4,890 New
VWM
747
Vigilare Wealth Management
Arizona
$228K +$228K +4,900 New
SCM
748
Stonehearth Capital Management
Massachusetts
$225K +$225K +4,826 New
CWM
749
Cornerstone Wealth Management
Missouri
$222K -$187K -4,007 -46%
MC
750
Moors & Cabot
Massachusetts
$222K -$112K -2,419 -34%
28 29
30
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