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Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.96B
2
Franklin Resources
2
Franklin Resources
California
$148M
3
Capital World Investors
3
Capital World Investors
California
$124M
4
BlackRock
4
BlackRock
New York
$1.26B
5
Morgan Stanley
5
Morgan Stanley
New York
$136M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$570M
2
PTC
2
Provident Trust Company
Wisconsin
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$29.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$38.3M
5
LPU
5
Lansdowne Partners (UK)
United Kingdom
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
826
MV Capital Management
Maryland
$4K 105 – –
HWM
827
HighMark Wealth Management
Minnesota
$4K 101 – –
GTAM
828
Global Trust Asset Management
Florida
$4K 100 – –
JWBC
829
John W. Brooker & Co
California
$4K 108 – –
NIC
830
Northwest Investment Counselors
Oregon
$4K 100 +100 New
DTIM
831
Danda Trouve Investment Management
Kansas
$4K 100 +100 New
JIR
832
James Investment Research
Ohio
$4K 105 +105 New
GAM
833
Gemmer Asset Management
California
$3K 83 -63 -43%
HI
834
Hudock Inc
Pennsylvania
$3K 84 -50 -37%
FWM
835
Focused Wealth Management
New York
$3K 81 – –
SFSIG
836
San Francisco Sentry Investment Group
California
$3K 70 – –
BWM
837
Baystate Wealth Management
Massachusetts
$3K 75 – –
PFG
838
Pacific Financial Group
Washington
$3K 76 +76 New
FCH
839
Freestone Capital Holdings
Washington
$2.81K 75 +75 New
Fuller & Thaler Asset Management
840
Fuller & Thaler Asset Management
California
$2K 47 -92,404 -100%
RMC
841
Resources Management Corp
Connecticut
$2K 55 – –
PG
842
Proffitt & Goodson
Tennessee
$2K 65 – –
CYG
843
Clean Yield Group
Vermont
$2K 50 – –
JWM
844
Janiczek Wealth Management
Colorado
$2K 50 – –
WLPWM
845
Walled Lake Planning & Wealth Management
Illinois
$2K 57 – –
APWA
846
Atlas Private Wealth Advisors
New Jersey
$2K 58 – –
BCM
847
Bourgeon Capital Management
Connecticut
$2K 47 +47 New
BAMG
848
Brand Asset Management Group
Missouri
$2K 48 +48 New
PFA
849
Professional Financial Advisors
Nebraska
$2K 50 +50 New
MWC
850
MBM Wealth Consultants
Missouri
$2K 60 +60 New
32 33
34
35 36