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Southwest Airlines
LUV

797 hedge funds and large institutions have $16.1B invested in Southwest Airlines in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 221 increasing their positions, 322 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 68

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

5% more funds holding

Funds holding: 762 → 797 (+35)

5% more capital invested

Capital invested by funds: $15.3B → $16.1B (+$704M)

0.53% more ownership

Funds ownership: 89.67% → 90.19% (+0.53%)

15% less call options, than puts

Call options by funds: $485M | Put options by funds: $572M

31% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 322

Holders
797
Holders Change
+35
Holders Change %
+4.59%
% of All Funds
11.44%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
111
Increased
221
Reduced
322
Closed
68
Calls
$485M
Puts
$572M
Net Calls
-$87.7M
Net Calls Change
-$193M

Top Buyers

Rank Fund Capital Flow
1
EIM
Elliott Investment Management
Florida
+$1.53B
2
Franklin Resources
Franklin Resources
California
+$263M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$86.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$51.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.8M

Top Sellers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
-$465M
2
Goldman Sachs
Goldman Sachs
New York
-$258M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$196M
4
UBS Group
UBS Group
Switzerland
-$181M
5
PTC
Provident Trust Company
Wisconsin
-$81.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
726
Lowe Wealth Advisors
Maryland
$3.56K – – –
PWM
727
Partnership Wealth Management
Maryland
$3.53K -$85.8K -3,099 -96%
SWC
728
Spectrum Wealth Counsel
Indiana
$3.17K +$2.96K +107 New
CA
729
Continuum Advisory
Idaho
$3.11K +$2.66K +96 New
CWP
730
Concord Wealth Partners
Virginia
$3.11K +$2.05K +74 +239%
HWP
731
Highline Wealth Partners
California
$3.02K – – –
HBW
732
Hazlett, Burt & Watson
West Virginia
$3K – – –
HB
733
Horizon Bancorp
Indiana
$3K – – –
FCMT
734
Founders Capital Management (Texas)
Texas
$2.96K -$6.92K -250 -71%
AF
735
Arrow Financial
New York
$2.96K -$5.54K -200 -67%
BSB
736
Bangor Savings Bank
Maine
$2.96K – – –
GTAM
737
Global Trust Asset Management
Florida
$2.96K – – –
GWSA
738
Global Wealth Strategies & Associates
Colorado
$2.96K – – –
IWP
739
IAG Wealth Partners
Wisconsin
$2.96K – – –
PA
740
PSI Advisors
Florida
$2.96K – – –
TFA
741
Toth Financial Advisory
Virginia
$2.96K – – –
CCA
742
Criterion Capital Advisors
Tennessee
$2.86K – – –
PB
743
Pinnacle Bancorp
Nebraska
$2.84K – – –
CAM
744
Chesapeake Asset Management
New York
$2.81K +$138 +5 +6%
DF
745
Dunhill Financial
United Kingdom
$2.79K +$1.74K +63 +203%
AWM
746
Abound Wealth Management
Tennessee
$2.79K – – –
SFCL
747
Strengthening Families & Communities LLC
Massachusetts
$2.64K +$28 +1 +1%
SC
748
Stephens Consulting
Michigan
$2.4K – – –
NFA
749
Northwest Financial Advisors
Virginia
$2.37K +$2.21K +80 New
CA
750
Claris Advisors
Missouri
$2.34K +$2.19K +79 New
28 29
30
31 32

LUV Hedge Fund Activity: Q3 2024 in Review

797 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2024, worth a combined $16.1B — up 4.6% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new LUV positions and 68 closed out — a net gain of 43 holders — while 221 added to existing stakes and 322 trimmed.

The largest buyer was Elliott Investment Management, adding an estimated $1.53B. The largest seller was Nomura Holdings, cutting an estimated $465M.

  • 797 institutional investors held Southwest Airlines (LUV) as of Q3 2024, up from 762 in Q2 2024.
  • Funds reported $16.1B of Southwest Airlines stock for Q3 2024, up 4.6% quarter-over-quarter.
  • 111 funds opened new Southwest Airlines positions in Q3 2024 and 68 closed out, a net change of +43 holders.
  • The largest Southwest Airlines buyer in Q3 2024 was Elliott Investment Management, an estimated $1.53B added.
  • The largest Southwest Airlines seller in Q3 2024 was Nomura Holdings, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2024.