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Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
2
Morgan Stanley
Morgan Stanley
New York
$310M
3
AllianceBernstein
AllianceBernstein
Tennessee
$198M
4
PI
Putnam Investments
Massachusetts
$402M
5
Franklin Resources
Franklin Resources
California
$296M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
Primecap Management
California
$3.04B
5
Boston Partners
Boston Partners
Massachusetts
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
826
Retirement Group
California
$70K -$191K -4,116 -73%
EW
827
Evoke Wealth
California
$69K – – –
ACA
828
Atlas Capital Advisors
Wyoming
$68.5K +$68.5K +1,470 New
ADL
829
Asset Dedication LLC
California
$67K +$9.32K +200 +16%
DSC
830
Duncker Streett & Co
Missouri
$67K +$19.6K +423 +41%
DZ Bank
831
DZ Bank
Germany
$65K -$27.9K -600 -30%
RTC
832
Riverview Trust Company
Washington
$65K – – –
FFG
833
Fortem Financial Group
California
$62K +$62K +1,324 New
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$61K +$61K +1,316 New
CAAS
835
Capital Asset Advisory Services
Michigan
$60K +$60K +1,293 New
BFC
836
Bedel Financial Consulting
Indiana
$58K -$234 -5 -0.4%
AWG
837
Altus Wealth Group
Colorado
$58K +$58K +1,245 New
BSSFA
838
Baron Silver Stevens Financial Advisors
Florida
$58K +$58K +1,256 New
ME
839
McIlrath & Eck
Washington
$57K +$6.87K +147 +14%
CFO
840
CVA Family Office
Colorado
$56K – – –
APC
841
Aspire Private Capital
North Carolina
$56K +$55K +1,188 +5,400%
EWM
842
Endurance Wealth Management
Rhode Island
$55K +$46.4K +1,000 +541%
ZB
843
Zions Bancorporation
Utah
$53K -$188 -4 -0.4%
SJIM
844
St. Johns Investment Management
Florida
$52K +$52K +1,112 New
AWM
845
Accel Wealth Management
Iowa
$51K +$51K +1,084 New
RFA
846
Reilly Financial Advisors
California
$50K +$1.07K +23 +2%
HS
847
Horan Securities
United States
$50K +$12.9K +279 +35%
LTI
848
Laffer Tengler Investments
Tennessee
$48.3K +$48.3K +1,040 New
BC
849
Bartlett & Co
Ohio
$48K – – –
CL
850
COWA LLC
Oklahoma
$48K +$48K +1,015 New
32 33
34
35 36