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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 %
OPS
826
Orion Portfolio Solutions
Nebraska
– – -9,395 Closed
BCI
827
Brinker Capital Investments
Pennsylvania
– – -9,395 Closed
SG
828
StoneX Group
New York
– – -9,137 Closed
SB
829
Simmons Bank
Arkansas
– – -9,068 Closed
EH
830
Equitable Holdings
New York
– – -8,662 Closed
IIM
831
INTECH Investment Management
Florida
– – -8,655 Closed
FMAEN1
832
Fund Management at Engine No 1
California
– – -8,523 Closed
CCM
833
CAAS Capital Management
New York
– – -8,500 Closed
IAN
834
Integrated Advisors Network
Texas
– – -8,262 Closed
OMC
835
Old Mission Capital
Illinois
– – -7,915 Closed
EM
836
Excalibur Management
Massachusetts
– – -7,657 Closed
LEFP
837
Leading Edge Financial Planning
Tennessee
– – -4,453 Closed
RIA
838
Realta Investment Advisors
Delaware
– – -4,360 Closed
IG
839
ING Group
Netherlands
– – -2,777 Closed
FIA
840
FNY Investment Advisers
New York
– – -2,500 Closed
CA
841
Crewe Advisors
Utah
– – -2,149 Closed
BCV
842
Banque Cantonale Vaudoise
Switzerland
– – -1,909 Closed
WTG
843
West Tower Group
Virginia
– – -1,904 Closed
RFA
844
Register Financial Advisors
Georgia
– – -1,661 Closed
RTC
845
Riverview Trust Company
Washington
– – -1,390 Closed
WWP
846
WR Wealth Planners
Missouri
– – -1,027 Closed
KI
847
Kapitalo Investimentos
Brazil
– – -1,010 Closed
IPW
848
Impact Partnership Wealth
Georgia
– – -1,008 Closed
EDRH
849
Edmond de Rothschild Holding
Switzerland
– – -980 Closed
Royal London Asset Management
850
Royal London Asset Management
United Kingdom
– – -791 Closed
32 33
34
35 36