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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 %
LWA
726
Lowe Wealth Advisors
Maryland
$3.47K 120 – –
DF
727
Dunhill Financial
United Kingdom
$3.41K 118 +118 New
RG
728
Retirement Group
California
$3.15K 109 -28 -20%
TWD
729
True Wealth Design
Ohio
$3.15K 109 – –
FWM
730
Focused Wealth Management
New York
$3.12K 108 – –
HBW
731
Hazlett, Burt & Watson
West Virginia
$3K 100 -460 -82%
HB
732
Horizon Bancorp
Indiana
$3K 110 – –
OLVIG
733
Oliver Lagore Vanvalin Investment Group
Michigan
$2.95K 102 – –
HWP
734
Highline Wealth Partners
California
$2.95K 102 – –
TFA
735
Toth Financial Advisory
Virginia
$2.89K 100 -260 -72%
IWP
736
IAG Wealth Partners
Wisconsin
$2.89K 100 -236 -70%
GTAM
737
Global Trust Asset Management
Florida
$2.89K 100 – –
BSB
738
Bangor Savings Bank
Maine
$2.89K 100 – –
GWSA
739
Global Wealth Strategies & Associates
Colorado
$2.89K 100 – –
RAM
740
Riggs Asset Management
Pennsylvania
$2.89K 100 +100 New
CCA
741
Criterion Capital Advisors
Tennessee
$2.89K 100 +100 New
PB
742
Pinnacle Bancorp
Nebraska
$2.77K 96 – –
AWM
743
Abound Wealth Management
Tennessee
$2.72K 94 -43 -31%
S
744
Sachetta
Massachusetts
$2.64K 91 +91 New
GG
745
Greenwood Gearhart
Arkansas
$2.28K 79 +79 New
BC
746
Barrett & Company
Rhode Island
$2.17K 75 -210 -74%
IRC
747
Investors Research Corp
Georgia
$2.11K 73 -2,000 -96%
TFGT
748
TS Financial Group (TSFG)
Illinois
$2K 55 -102 -65%
NFA
749
Northwest Financial Advisors
Virginia
$1.76K 61 +61 New
CPG
750
Cornerstone Planning Group
New Jersey
$1.47K 51 – –
28 29
30
31 32