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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 %
HPC
751
HM Payson & Co
Maine
$1.44K 50 – –
CYG
752
Clean Yield Group
Vermont
$1.44K 50 – –
RWPA
753
Richard W. Paul & Associates
Michigan
$1.36K 47 +9 +24%
BWM
754
Baystate Wealth Management
Massachusetts
$1.22K 42 – –
GG
755
Gleason Group
Kentucky
$1.21K 42 – –
AA
756
Addison Advisors
Vermont
$1.01K 35 – –
DPW
757
DiNuzzo Private Wealth
Pennsylvania
$1.01K 35 +35 New
BMC
758
Bear Mountain Capital
Washington
$1.01K 35 +35 New
CFS
759
CGC Financial Services
Oregon
$982 34 -84 -71%
CWP
760
Concord Wealth Partners
Virginia
$866 30 -200 -87%
NFSG
761
Newbridge Financial Services Group
Florida
$722 25 -986 -98%
CTA
762
Colonial Trust Advisors
South Carolina
$693 24 -9 -27%
BIA
763
Bell Investment Advisors
California
$636 22 -61 -73%
APC
764
Aspire Private Capital
North Carolina
$635 22 – –
TCWA
765
Turtle Creek Wealth Advisors
Texas
$635 22 +22 New
TFM
766
TFC Financial Management
Massachusetts
$578 20 +20 New
JFA
767
JNBA Financial Advisors
Minnesota
$549 19 -20 -51%
B
768
Birchbrook
Maine
$549 19 +19 New
TCA
769
Trifecta Capital Advisors
Illinois
$491 17 – –
VWA
770
Valued Wealth Advisors
Utah
$488 18 +18 New
EWM
771
Evermay Wealth Management
Virginia
$347 12 +12 New
MIM
772
Macroview Investment Management
Maryland
$289 10 – –
SIC
773
SJS Investment Consulting
Ohio
$260 9 -34 -79%
LWANC
774
Laurel Wealth Advisors (North Carolina)
North Carolina
$233 9 – –
FGAM
775
Financial Gravity Asset Management
Texas
$134 6 +3 +100%
29 30
31
32 33