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Southwest Airlines
LUV

Overview Fund Activity

777 hedge funds and large institutions have $14B invested in Southwest Airlines in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 234 increasing their positions, 305 reducing their positions, and 95 closing their positions.

Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
103
Increased
234
Reduced
305
Closed
95
Calls
$356M
Puts
$505M
Net Calls
-$149M
Net Calls Change
-$7.21M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$395M
2
Capital World Investors
2
Capital World Investors
California
$1.79B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B
5
TC
5
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
USGIU
2
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
3
Millennium Management
New York
$13.4M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
CMBA
851
C.M. Bidwell & Associates
Hawaii
– – -435 Closed
IBOK
852
Independence Bank of Kentucky
Kentucky
– – -311 Closed
TC
853
Truvestments Capital
Florida
– – -300 Closed
TSW
854
Thompson Siegel & Walmsley
Virginia
– – -300 Closed
PAI
855
Pittenger & Anderson Inc
Nebraska
– – -275 Closed
RIM
856
Rockbridge Investment Management
New York
– – -209 Closed
FCG
857
Financial Connections Group
California
– – -200 Closed
CT
858
Cambridge Trust
Massachusetts
– – -200 Closed
CW
859
Cooksen Wealth
Texas
– – -200 Closed
Loomis, Sayles & Company
860
Loomis, Sayles & Company
Massachusetts
– – -180 Closed
T
861
Tidemark
California
– – -140 Closed
TVAMP
862
Tennessee Valley Asset Management Partners
Tennessee
– – -134 Closed
FWM
863
Focused Wealth Management
New York
– – -108 Closed
RAM
864
Riggs Asset Management
Pennsylvania
– – -100 Closed
GG
865
Greenwood Gearhart
Arkansas
– – -79 Closed
NFA
866
Northwest Financial Advisors
Virginia
– – -61 Closed
CPG
867
Cornerstone Planning Group
New Jersey
– – -51 Closed
HPC
868
HM Payson & Co
Maine
– – -50 Closed
TCWA
869
Turtle Creek Wealth Advisors
Texas
– – -22 Closed
JFA
870
JNBA Financial Advisors
Minnesota
– – -19 Closed
EWM
871
Evermay Wealth Management
Virginia
– – -12 Closed
PS
872
Planned Solutions
California
– – -2 Closed
Kayne Anderson Rudnick Investment Management
873
Kayne Anderson Rudnick Investment Management
California
– – -2 Closed
TCM
874
TD Capital Management
Tennessee
– – -1 Closed
LOAMU
875
Lombard Odier Asset Management (USA)
New York
– – – –
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