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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 %
OIA
751
Optimum Investment Advisors
Illinois
$28K – – –
ANBT
752
American National Bank & Trust
Texas
$26K -$11.1K -300 -30%
JWA
753
JFS Wealth Advisors
Pennsylvania
$26K – – –
CAL
754
Capital Advisors Ltd
Ohio
$26K +$18.5K +500 +248%
LWM
755
Liberty Wealth Management
California
$24K -$754 -20 -3%
CFA
756
Carroll Financial Associates
North Carolina
$24K +$36 +1 +0.2%
GI
757
Gradient Investments
Minnesota
$24K +$4.25K +113 +22%
TCOV
758
Trust Company of Vermont
Vermont
$24K +$4.8K +130 +25%
TPCW
759
TD Private Client Wealth
New York
$22.9K -$4.01K -107 -15%
IF
760
Ironwood Financial
Arizona
$22K +$3.19K +85 +17%
CCM
761
Covington Capital Management
California
$21K -$30.8K -813 -59%
AA
762
Advisory Alpha
Michigan
$21K +$21K +532 New
CHA
763
Carmichael Hill & Associates
Maryland
$20K -$18.9K -500 -49%
Kayne Anderson Rudnick Investment Management
764
Kayne Anderson Rudnick Investment Management
California
$20K +$20K +520 New
RIM
765
Rockbridge Investment Management
New York
$19K -$182K -4,940 -91%
CWA
766
Core Wealth Advisors
Florida
$19K – – –
TF
767
TimeScale Financial
Massachusetts
$19K – – –
YAL
768
Your Advocates Ltd
Texas
$19K +$9.5K +250 +100%
Lazard Asset Management
769
Lazard Asset Management
New York
$19K +$19K +519 New
FCM
770
Firestone Capital Management
Florida
$18K – – –
SIC
771
Salem Investment Counselors
North Carolina
$17K -$27.7K -755 -62%
GCM
772
Glendon Capital Management
California
$17K -$3.99K -106 -19%
ATC
773
Adirondack Trust Company
New York
$17K – – –
EWA
774
Evolution Wealth Advisors
Florida
$17K – – –
PFO
775
Pathstone Family Office
New Jersey
$16K – – –
29 30
31
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