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Southwest Airlines
LUV

Overview Fund Activity

1,063 hedge funds and large institutions have $28.3B invested in Southwest Airlines in 2021 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 330 increasing their positions, 377 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+43
Holders Change %
+4.22%
% of All Funds
18.72%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
170
Increased
330
Reduced
377
Closed
115
Calls
$694M
Puts
$662M
Net Calls
+$32M
Net Calls Change
+$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
DZ Bank
DZ Bank
Germany
+$214M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$185M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$70.7M
5
Franklin Resources
Franklin Resources
California
+$64.6M

Top Sellers

1
Primecap Management
Primecap Management
California
-$381M
2
State Street
State Street
Massachusetts
-$106M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$105M
4
American Century Companies
American Century Companies
Missouri
-$88.2M
5
MWA
Marshall Wace Asia
Hong Kong
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
751
First Heartland Consultants
Missouri
$285K +$18.3K +300 +7%
TPCW
752
TD Private Client Wealth
New York
$282K +$236K +3,860 +509%
SCM
753
SOL Capital Management
Maryland
$281K – – –
RBFC
754
Roman Butler Fullerton & Co
Missouri
$276K -$1.38K -22 -0.5%
SAM
755
Seelaus Asset Management
New Jersey
$275K – – –
CBN
756
Cadence Bank NA
Texas
$275K – – –
TAM
757
Tucker Asset Management
Colorado
$270K +$270K +4,425 New
GG
758
Golden Green
South Carolina
$268K +$268K +4,394 New
EFG
759
Everhart Financial Group
Ohio
$267K -$31.4K -515 -11%
WT
760
Whittier Trust
California
$266K -$42.6K -698 -14%
GC
761
GFG Capital
Florida
$265K -$356K -5,834 -57%
IWC
762
Integrated Wealth Concepts
Massachusetts
$263K -$367K -6,019 -58%
EWM
763
Evercore Wealth Management
New York
$263K – – –
GSEP
764
Golden State Equity Partners
California
$263K +$263K +4,301 New
CI
765
Ceera Investments
Texas
$262K +$262K +4,290 New
CG
766
Caprock Group
Idaho
$262K +$262K +4,295 New
FFN
767
Focus Financial Network
Minnesota
$261K +$261K +4,276 New
ACP
768
Aveo Capital Partners
Colorado
$261K +$261K +4,270 New
Fayez Sarofim & Co
769
Fayez Sarofim & Co
Texas
$260K -$4.69M -76,800 -95%
FWCM
770
Ferguson Wellman Capital Management
Oregon
$257K -$6.71K -110 -3%
WA
771
Waverly Advisors
Alabama
$255K +$255K +4,259 New
JSL
772
JT Stratford LLC
Georgia
$254K +$254K +4,155 New
OPCM
773
Osborne Partners Capital Management
California
$254K +$254K +4,156 New
PWW
774
Pettyjohn Wood & White
Virginia
$252K -$59.6K -975 -19%
QTM
775
qPULA Trading Management
New York
$249K +$249K +4,070 New
29 30
31
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