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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 %
FFA
776
Frazier Financial Advisors
Ohio
$117 4 +4 New
TWP
777
TFO Wealth Partners
Ohio
$116 4 – –
PS
778
Planned Solutions
California
$59 2 +2 New
Kayne Anderson Rudnick Investment Management
779
Kayne Anderson Rudnick Investment Management
California
$58 2 – –
DFA
780
DHJJ Financial Advisors
Illinois
$29 1 -70 -99%
TCM
781
TD Capital Management
Tennessee
$29 1 – –
EWP
782
Elevation Wealth Partners
California
– – – –
Barrow, Hanley, Mewhinney & Strauss
783
Barrow, Hanley, Mewhinney & Strauss
Texas
– – -7,939,635 Closed
Marshall Wace
784
Marshall Wace
United Kingdom
– – -605,971 Closed
PL
785
Perpetual Ltd
Australia
– – -476,990 Closed
Alyeska Investment Group
786
Alyeska Investment Group
Illinois
– – -380,586 Closed
Tudor Investment Corp
787
Tudor Investment Corp
Connecticut
– – -270,118 Closed
SI
788
Scout Investments
Missouri
– – -249,723 Closed
QIM
789
Quantitative Investment Management
Virginia
– – -249,478 Closed
SC
790
Sculptor Capital
New York
– – -218,224 Closed
SIMG
791
Sonora Investment Management Group
Arizona
– – -158,089 Closed
LIP
792
Lighthouse Investment Partners
Florida
– – -149,410 Closed
FC
793
FORA Capital
Florida
– – -140,348 Closed
SCM
794
Sitrin Capital Management
California
– – -139,001 Closed
ACM
795
Aquatic Capital Management
Illinois
– – -129,900 Closed
HF
796
HRT Financial
New York
– – -122,110 Closed
GCM
797
Graham Capital Management
Connecticut
– – -109,350 Closed
JGC
798
J. Goldman & Co
New York
– – -84,426 Closed
GCM
799
Greenland Capital Management
New York
– – -75,000 Closed
LP
800
LMR Partners
United Kingdom
– – -60,315 Closed
30 31
32
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