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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 %
MIA
851
Milestone Investment Advisors
Wisconsin
– – -700 Closed
Legacy Financial Group (Iowa)
852
Legacy Financial Group (Iowa)
Iowa
– – -686 Closed
Simplex Trading
853
Simplex Trading
Illinois
– – -640 Closed
AP
854
Atwood & Palmer
Missouri
– – -519 Closed
YAL
855
Your Advocates Ltd
Texas
– – -500 Closed
CCP
856
Carmel Capital Partners
California
– – -465 Closed
EARNEST Partners
857
EARNEST Partners
Georgia
– – -412 Closed
HL
858
HeadInvest LLC
Maine
– – -225 Closed
MRCM
859
M&R Capital Management
New Jersey
– – -221 Closed
TCOV
860
Trust Company of Vermont
Vermont
– – -200 Closed
WT
861
Whittier Trust
California
– – -174 Closed
AWA
862
Authentikos Wealth Advisory
California
– – -174 Closed
NC
863
NewSquare Capital
Pennsylvania
– – -102 Closed
TIM
864
Tortoise Investment Management
New York
– – -100 Closed
SFCL
865
Strengthening Families & Communities LLC
Massachusetts
– – -67 Closed
VNA
866
Valley National Advisers
Pennsylvania
– – -44 Closed
SC
867
SouthState Corp
Florida
– – -40 Closed
HH
868
HWG Holdings
Texas
– – -32 Closed
SIA
869
SkyView Investment Advisors
New Jersey
– – -23 Closed
BAAM
870
Baker Avenue Asset Management
California
– – -16 Closed
PCTC
871
Perkins Coie Trust Company
Washington
– – -5 Closed
APM
872
Advanced Portfolio Management
New York
– – – –
LOAMU
873
Lombard Odier Asset Management (USA)
New York
– – – –
IP
874
Interval Partners
New York
– – – –
Point72 Asset Management
875
Point72 Asset Management
Connecticut
– – – –
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