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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
$1.86B
2
DZ Bank
DZ Bank
Germany
$214M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$217M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$70.7M
5
Franklin Resources
Franklin Resources
California
$453M

Top Sellers

1
Primecap Management
Primecap Management
California
$3.6B
2
State Street
State Street
Massachusetts
$2.51B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.76M
4
American Century Companies
American Century Companies
Missouri
$301M
5
MWA
Marshall Wace Asia
Hong Kong
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
776
Sovereign Financial Group
Connecticut
$248K +$248K +4,060 New
WSTAM
777
Wilbanks Smith & Thomas Asset Management
Virginia
$245K +$245K +4,019 New
GIA
778
Gateway Investment Advisers
Ohio
$244K -$27.7K -454 -10%
WCA
779
Windsor Creek Advisors
Vermont
$244K +$244K +4,000 New
HNB
780
Huntington National Bank
Ohio
$243K -$17.4K -285 -7%
LFA
781
Lighthouse Financial Advisors
Maryland
$243K +$243K +3,994 New
DAS
782
Dynamic Advisor Solutions
Arizona
$242K +$242K +3,964 New
WCA
783
Westover Capital Advisors
Delaware
$241K +$241K +3,955 New
SWA
784
Sutton Wealth Advisors
Florida
$241K -$16.2K -265 -6%
PWS
785
Private Wealth Strategies
Ohio
$240K +$240K +3,920 New
Capstone Investment Advisors
786
Capstone Investment Advisors
New York
$240K +$240K +3,928 New
SWM
787
Segment Wealth Management
Texas
$240K +$240K +3,933 New
1SB
788
1ST Source Bank
Indiana
$239K +$239K +3,911 New
GT
789
Greenleaf Trust
Michigan
$237K +$237K +3,882 New
SAS
790
Sanford Advisory Services
Michigan
$236K +$236K +3,866 New
BFG
791
Barber Financial Group
Kansas
$236K +$236K +3,873 New
FPGK
792
Financial Partners Group (Kansas)
Kansas
$234K +$234K +3,825 New
PCA
793
Personal Capital Advisors
California
$233K -$47.6K -779 -17%
WAM
794
Wolverine Asset Management
Illinois
$231K +$53.6K +881 +30%
AWA
795
Arete Wealth Advisors
Illinois
$229K +$229K +3,757 New
HIA
796
Harbor Investment Advisory
Maryland
$227K -$73.5K -1,203 -24%
EWA
797
Exencial Wealth Advisors
Oklahoma
$227K +$227K +3,710 New
HI
798
Horizon Investments
North Carolina
$227K +$227K +3,723 New
BWA
799
BDO Wealth Advisors
Florida
$226K +$106K +1,735 +88%
AIA
800
Allied Investment Advisors
Montana
$226K +$226K +3,695 New
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