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Southwest Airlines
LUV

Overview Fund Activity

777 hedge funds and large institutions have $14B invested in Southwest Airlines in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 234 increasing their positions, 305 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.26%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
103
Increased
234
Reduced
305
Closed
95
Calls
$356M
Puts
$505M
Net Calls
-$149M
Net Calls Change
-$7.21M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$395M
2
Capital World Investors
Capital World Investors
California
$1.79B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B
5
TC
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
USGIU
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
Millennium Management
New York
$13.4M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
American Century Companies
American Century Companies
Missouri
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
751
Everence Capital Management
Indiana
$1.08K – – –
CFS
752
CGC Financial Services
Oregon
$992 – – –
ACA
753
American Capital Advisory
Idaho
$912 +$912 +28 New
CWP
754
Concord Wealth Partners
Virginia
$905 +$29 +1 +3%
VWA
755
Valued Wealth Advisors
Utah
$759 +$234 +8 +44%
NFSG
756
Newbridge Financial Services Group
Florida
$730 – – –
BIA
757
Bell Investment Advisors
California
$643 – – –
APC
758
Aspire Private Capital
North Carolina
$642 – – –
TFM
759
TFC Financial Management
Massachusetts
$584 – – –
B
760
Birchbrook
Maine
$555 – – –
CAC
761
Core Alternative Capital
Georgia
$525 -$5.48K -188 -91%
TCA
762
Trifecta Capital Advisors
Illinois
$497 – – –
CWC
763
Carolinas Wealth Consulting
North Carolina
$496 +$496 +17 New
NL
764
NVWM LLC
Pennsylvania
$467 +$467 +16 New
BMC
765
Bear Mountain Capital
Washington
$432 -$576 -20 -57%
AA
766
Addison Advisors
Vermont
$292 -$730 -25 -71%
MIM
767
Macroview Investment Management
Maryland
$292 – – –
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$237 – – –
FFA
769
Frazier Financial Advisors
Ohio
$236 +$118 +4 +100%
DFA
770
DHJJ Financial Advisors
Illinois
$234 +$205 +7 +700%
CTA
771
Colonial Trust Advisors
South Carolina
$204 -$495 -17 -71%
SN
772
Sittner & Nelson
Oregon
$146 -$8.64K -296 -98%
AP
773
Atwood & Palmer
Missouri
$146 +$146 +5 New
RFG
774
RFP Financial Group
Georgia
$143 -$10.9K -380 -99%
TWP
775
TFO Wealth Partners
Ohio
$117 – – –
29 30
31
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