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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 %
MCM
801
Moore Capital Management
New York
– – -50,300 Closed
YIH
802
Y-Intercept (HK)
Hong Kong
– – -49,102 Closed
Assenagon Asset Management
803
Assenagon Asset Management
Luxembourg
– – -48,229 Closed
WA
804
Whitebox Advisors
Minnesota
– – -41,166 Closed
BAM
805
Blueshift Asset Management
New Jersey
– – -35,876 Closed
SSI
806
Scott & Selber Inc
Texas
– – -30,933 Closed
VF
807
Virtu Financial
New York
– – -30,385 Closed
RC
808
RBF Capital
California
– – -30,000 Closed
DTL
809
Dynamic Technology Lab
Singapore
– – -29,712 Closed
TAF
810
Tredje AP-fonden
Sweden
– – -24,560 Closed
AWC
811
Abundance Wealth Counselors
Pennsylvania
– – -23,979 Closed
DIP
812
Davis Investment Partners
North Carolina
– – -23,467 Closed
DFA
813
Delta Financial Advisors
Louisiana
– – -20,441 Closed
EFS
814
Econ Financial Services
Pennsylvania
– – -19,420 Closed
IMC Chicago
815
IMC Chicago
Illinois
– – -18,641 Closed
MAM
816
Meeder Asset Management
Ohio
– – -18,553 Closed
LAS
817
Lloyd Advisory Services
Georgia
– – -17,299 Closed
AM
818
AGF Management
Ontario, Canada
– – -15,493 Closed
EW
819
Evoke Wealth
California
– – -13,499 Closed
PP
820
Patten & Patten
Tennessee
– – -12,739 Closed
Teacher Retirement System of Texas
821
Teacher Retirement System of Texas
Texas
– – -11,500 Closed
AC
822
Armistice Capital
New York
– – -10,880 Closed
HCM
823
Hodges Capital Management
Texas
– – -10,399 Closed
IFWM
824
Institute for Wealth Management
Colorado
– – -9,794 Closed
JFG
825
Jefferies Financial Group
New York
– – -9,541 Closed
31 32
33
34 35