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Southwest Airlines
LUV

Overview Fund Activity

987 hedge funds and large institutions have $19.4B invested in Southwest Airlines in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 308 increasing their positions, 359 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-34
Holders Change %
-3.33%
% of All Funds
15.24%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
148
Increased
308
Reduced
359
Closed
166
Calls
$711M
Puts
$715M
Net Calls
-$3.78M
Net Calls Change
-$82.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B
2
American Century Companies
2
American Century Companies
Missouri
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$458M
4
Millennium Management
4
Millennium Management
New York
$102M
5
Citadel Advisors
5
Citadel Advisors
Florida
$71.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$15.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$52.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
UBS AM
5
UBS AM
Illinois
$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
801
Westside Investment Management
California
$43.6K – – –
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K -$43K -1,000 -50%
RFA
803
Reilly Financial Advisors
California
$43K – – –
MSFP
804
Mark Sheptoff Financial Planning
Connecticut
$43K – – –
OCM
805
Orion Capital Management
California
$43K – – –
CTB
806
Country Trust Bank
Illinois
$43K – – –
FCT
807
First Community Trust
Iowa
$42.8K +$42.8K +1,000 New
CA
808
Clearstead Advisors
Ohio
$42K -$33.7K -796 -45%
TFGT
809
TS Financial Group (TSFG)
Illinois
$41K – – –
ACA
810
Atlas Capital Advisors
Wyoming
$41K -$942 -22 -2%
VCM
811
Versant Capital Management
Arizona
$39K – – –
CNBTD
812
Citizens National Bank Trust Department
Mississippi
$39K +$39K +900 New
CHA
813
Carmichael Hill & Associates
Maryland
$38K – – –
AA
814
Addison Advisors
Vermont
$38K +$18.2K +430 +92%
WAS
815
Winch Advisory Services
Wisconsin
$37K – – –
SFG
816
Steward Financial Group
Texas
$37K +$37K +883 New
BCA
817
Bray Capital Advisors
Florida
$36K – – –
GWA
818
Gibson Wealth Advisors
Texas
$36K +$36K +847 New
HR
819
Howe & Rusling
New York
$35K +$6.42K +149 +22%
BWM
820
Baystate Wealth Management
Massachusetts
$35K +$22.4K +526 +177%
BAM
821
Barrett Asset Management
New York
$35K +$34.6K +810 +8,100%
RIA
822
Richwood Investment Advisors
Ohio
$35K +$35K +823 New
CFN
823
Cordasco Financial Network
Florida
$34K -$5.1K -120 -13%
JWA
824
JFS Wealth Advisors
Pennsylvania
$33K -$14.3K -332 -30%
CSWM
825
Cassady Schiller Wealth Management
Ohio
$33K +$33K +780 New
31 32
33
34 35